Client records
Keep PAN, GST, contact details, status, due dates, and document history organized for every client.
For tax practitioners and firms
Client document collection without the follow-up chaos.
TaxDesk Cloud helps tax firms manage client records, document checklists, portal uploads, notices, reminders, and compliance work from one clean workspace.
Checklist-driven collectionSecure client portal
Clients
42 active
Missing documents
18 follow-ups
Arun MehtaITR2 pendingRiya Shah Pvt LtdGSTReadyPatel & CoTDSNotice
ClientsOne master record per client
PortalUpload and download access
TasksNotices, orders, reminders
TeamOwner and staff controls
Features
Built around the daily work of a tax office.
TaxDesk Cloud keeps the practical work visible: who the client is, what is needed, what has arrived, and what still needs follow-up.
Document requests
Use checklists to ask for the right documents and track what is pending before filing work begins.
Client portal
Give clients a simple place to upload files, download shared documents, and respond to requests.
Compliance follow-up
Track notices, orders, reminders, and recurring tasks without losing them in chat threads.
Team access
Let staff help with collection and uploads while keeping owner controls in place.
Review-ready workspace
Prepare each client file for review with missing document visibility and status notes.
Workflow
From request to review, every step stays visible.
Instead of tracking files across email, WhatsApp, shared drives, and staff notes, your team can work from a shared client workspace.
Create a client record and select the work type.
TaxDesk Cloud builds a checklist for the documents needed.
Clients upload files through the portal or your team adds them internally.
Your firm reviews pending items, follows up, and completes the task.
Pricing
Plans for CA and tax consultant document vaults.
Annual pricing based on clients managed, team access, and included secure document storage. No free forever plan.
Starter
₹5,999/yearSolo Tax Practitioner / Small CA Office
- 500 Clients
- 1 User
- 50 GB Storage
- Client Portal
- Secure Document Upload/Download
- PAN, GST, ITR, TDS, ROC document categories
- Basic Search
- Email Support
Professional
₹11,999/yearGrowing CA Firms
- 2,000 Clients
- 5 Users
- 250 GB Storage
- Everything in Starter
- Team Access
- Advanced Search
- Bulk Upload
- Document Expiry Tracking
- Activity Logs
- Priority Support
Enterprise
₹24,999/yearMedium / Large CA Firms
- 10,000 Clients
- Unlimited Users
- 1 TB Storage
- Everything in Professional
- Custom Branding
- Audit Logs
- API Access
- Data Export
- Dedicated Support
PlanClientsUsersStorageSupport
Starter500150 GBEmail
Professional2,0005250 GBPriority
Enterprise10,000Unlimited1 TBDedicated
What happens if storage exceeds limit?
Uploads are blocked at 100%. Your data remains safe; you can buy storage or upgrade.
Can more clients be added?
Yes. Buy additional client packs or upgrade to a higher plan.
Is data secure?
Documents are stored privately, metadata stays in the database, and access is validated per tenant.
Can clients upload documents?
Yes. Each client gets a secure portal for upload, download, and document access.
Can plan be upgraded later?
Yes. Plan upgrades and add-ons can be applied without deleting data.
Is there a monthly plan?
Pricing is shown annually. Monthly billing can be enabled later for selected plans.
Is GST extra?
Yes. GST and applicable taxes are extra unless stated otherwise.
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