Track every client’s documents, filing status, notices and fees.
Tax consultants file income tax and indirect tax returns from portal logins and a client register, and every season the same chase for papers begins again. Papers arrive as photos. Fees arrive even later. The tracker holds each client’s tax numbers, documents, filing status, notices and fees, from the first reminder of the season to the last unpaid invoice.
Your clients run from a salaried engineer with capital gains to a corner shop owner with a sales tax registration and a small builder who must withhold tax at source. One wants a refund, and one wants to be left alone.
All of them want the return filed on time, and a call only when there is a refund or a notice.
From the start of the filing season, salary certificates, bank interest statements, rent receipts and broker statements arrive as photographs. You pull the tax authority’s statements of income and tax already paid, match them line by line, compute the tax, and send a summary for approval before filing.
Registered clients send sales and purchase bills every month before the periodic sales tax or VAT return. You check input tax credit against the supplier data on the portal, find a supplier who has not filed, and chase him through your own client, which is nobody’s favourite conversation.
After filing come refunds, assessment intimations and the occasional notice. Withholding returns fall due on the schedule your country sets, for the clients who deduct. Fees arrive by bank transfer or card, weeks later, and who has paid lives in a notebook.
What goes wrong for tax consultants without a proper system.
What we would build for tax consultants.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for tax consultants.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
A product already built for tax consultants.
It is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then.
CA Practice Management Software
Client masters, compliance calendar and due dates, document collection, staff allocation, timesheets, queries and fee billing for chartered accountant firms.
Other products in the same sector as tax consultants.
The business modules tax consultants use most.
Each one is also available on its own, or inside a system built for you.
- Contact & Account Management
- Task Management
- Document Management
- Project Time Tracking
- Invoice Management
- Collections and Payment Follow-Up
- Client Portal
- Service Reminders
- Bank Reconciliation
- Tax Management
- Tax Return Data
- All business solutions
All solutions by area
- Applicant Tracking (5)
- CRM (8)
- Finance & Accounting (10)
- Helpdesk (4)
- Human Resources (13)
- Inventory Management (5)
- Project Management (7)
- Manufacturing (6)
- Procurement (4)
- Sales and Distribution (6)
- Field Service (5)
- Statutory and Compliance (4)
- Retail and POS (4)
- Bookings and Appointments (3)
- Subscriptions (2)
- Assets and Fleet (4)
- Platform (6)
- Analytics (2)
- Documents (1)
Where AI can help tax consultants.
Each one reads records you already keep, and a person approves every decision.
The services behind it.
Business Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreWeb and Mobile Application Development
Web and mobile apps for customers, field staff and dealers, built to work on ordinary phones.
Learn moreCustom Software and Product Engineering
Software built around how your business actually runs, when nothing off the shelf fits without workarounds.
Learn moreTax and e-Invoice Engineering
Tax rules move into the billing screen. The software picks the right sales tax or VAT treatment from the delivery location, obtains the e-invoice reference where a tax authority requires one, and links credit notes to invoices. Your accountant still files the returns.
Learn moreAll our other services
- Software Maintenance, Support and Rescue
- AI and Intelligent Automation
- API and System Integration
- ERP, CRM and Business Software Implementation
- Data Engineering and Business Intelligence
- UI/UX Design and Prototyping
- Cloud Engineering and Managed Infrastructure
- DevOps & Automation Services
- QA and Software Testing
- Performance Engineering
- Cybersecurity and Application Security
- IoT and Edge Computing
- Technology Strategy and Product Consulting
- E-Commerce and Digital Commerce
- MVP Product Development
- SaaS Product Development
- WhatsApp Business API and Chatbots
- Data Migration and Moving Off Spreadsheets
- Training and Adoption
- Data Protection and Privacy Readiness
- Managed IT Support
- Dedicated Team and Staff Augmentation
- Business Intelligence and Reporting Tools
- Cloud Cost Optimisation
- Global Compliance and Localisation
Written for tax consultants.
Practical notes on running the business, not product marketing.
How the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, accounting reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
The work we have published.
We only name clients whose work is published. None of them is in this trade; they show how the team works, not that it has built for this trade.
PetSeva: matching owners to the right vet, at any hour
A two-sided veterinary platform where vets are searchable by specialisation and bookable outside clinic hours. It now carries more than 2,000 veterinary doctors.
Read the case study Paying guest accommodationSAM Atithi Pavathi: bed-level occupancy as the source of truth
PG management software where allocation, rates and invoices are derived from bed-level occupancy and not maintained in parallel spreadsheets.
Read the case study School transport servicesSAM Tours: school transport on a single ledger
Registration, fee collection, routing and finance write to the same records, closing the gap between journeys run and fees collected.
Read the case study Microfinance and Self Help GroupsVikasa RDO: making SHG loan recovery auditable
Loan proposals, recoveries and commissions sit on one record, with a person attached to every state change, so a business handling a bank’s money can show where each rupee went.
Read the case studyQuestions tax consultants ask before they call.
Does this file returns for us?
No. You file on the portals or through your tax software, as now. This holds the clients, the documents, the status and the money.
Will our portal logins or digital signature sit inside it?
No. Those stay with you, where they belong. Held here are the client’s details, documents, filing status and fees, and nothing that signs a return.
Is a spreadsheet enough for my practice?
For a short client list, a good spreadsheet and disciplined chat labels will hold. Software begins to pay once you have staff, sales tax clients and a few hundred income tax returns in one season.
Can clients check their filing status without calling me?
Yes. Each client gets a portal login showing what you still need, along with their own filings and bills.
How is a tax practice tracker quoted?
Clients on the register, staff handling work, return types you file and whether clients see a status view all count. A look at your client sheet comes first. A quotation with a line for each part follows.
What should a tax practice have ready first?
Collect the client register, a document request list, the filing calendar, a notice log, filed copies with acknowledgements and the fee sheet. A senior associate and whoever sends invoices then check screens for us.
Do client records stay with the practice if it leaves the system?
Yes, and so does the code. Whenever needed, the practice can export clients, notices, filing status and fees to spreadsheets. Support goes on with those who wrote it. GullySystem manages hosting unless the practice prefers its own.
What happens after I share my requirements?
An engineer reads what you send and replies within one business day. We then look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough. You get a short written summary ordered by priority, with no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. That first review settles the scope, and the cost goes into a written proposal before any work starts.
Bengaluru areas with many tax consultants.
Cities where tax consultants are common.
Part of these wider groups.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements