TAXATION PORTAL PRO
Your clients.
Your compliance.
One clear workspace.
Manage everyday billing, preparation and client work in one place. Give your team room to work and your clients access to the records they need.
Firm-separated records · Team roles · Controlled client sharing
From request to next action.
EIGHT MODULES. ONE WORKSPACE.
Choose where to start.
GST Billing & Accounting
Prepare itemised invoice drafts, calculate GST, review totals and track payment status.
Open billing →GST Reconciliation & Filing
Compare purchase and GSTR-2B CSV records. Identify missing invoices and tax differences.
Open reconciliation →ITR Filing & Tax Computation
Track return preparation and client acknowledgements; open the supported-year estimator.
Open tax preparation →TDS Return Software
Organise quarterly deduction workings with user-verified rates and downloadable records.
Open TDS workings →Payroll, PF & ESIC
Prepare monthly pay estimates and review PF/ESIC contributions with selected coverage.
Open payroll →CA Office Management CRM
Assign client work, set priorities, follow deadlines and mark reviewed assignments complete.
Open office CRM →AI Accounting Automation
Review local classification suggestions. Optional provider-based AI needs configuration and consent.
Open suggestions →Loan & Insurance CRM
Track opportunities, products, follow-up dates and the next stage of each enquiry.
Open opportunity CRM →EXISTING WEBSITE TOOLS
Need marketplace preparation
or the full practice portal?
The existing GST Suite includes supported marketplace imports, Tally XML and bilingual guides. Its service-portal account and configured access are separate from this business workspace.
Prepare with clarity. File with the right authority.
This workspace supports records and preparation. Invoice drafts, tax estimates and payroll workings need professional review. Statutory return submission, IRN issuance, government acceptance and lender/insurer decisions are completed through the applicable authorised channels.
Talk to Taxation Portal →