About This Software
Streamline income tax return preparation for individuals, professionals, and small firms.
- Client master with PAN, Aadhaar, bank, and previous year acknowledgment imports.
- Form 16 parsing, AIS/TIS reconciliation, and deduction checklist workflows.
- ITR-1 through ITR-7 supported with validation before JSON upload to portal.
- Document request portal for clients to upload proofs securely.
- Fee billing, receipt, and task assignment to preparers and reviewers.
- Status tracking: draft, review, filed, and defect resolution with e-verification reminders.
- Bulk processing during peak season with queue and priority flags.
- Reports on returns filed, fees collected, and pending defect cases.
- Digital signature integration for authorized signatories where applicable.
- Knowledge base of section updates released each assessment year.
- Built for CA firms and ACE IT partners serving thousands of salaried clients annually.
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