Built for growing CA and tax advisory firms in India
Turn spreadsheet-heavy tax workflows into clear internal systems.
TaxFlow Tech designs and builds focused web applications for growing CA and tax advisory firms—helping teams manage recurring work, reviews and reporting with more structure and visibility.
Built around the way your firm already works. Projects fit alongside the tax and accounting tools already in use, with the new application focused on the internal process that needs better structure.
JULY CYCLE
Work requiring attention
Client / work itemOwnerDueStatus
Mehta Exports · GSTR-3BNS24 JulIn review
Orion Retail · TDS returnPK25 JulBlocked
Vertex Foods · GST returnAM27 JulIn progress
Atlas Services · TDS returnRV29 JulReady
12
Items dueOwnership clearly assigned
✓
Review queuePriority work stays visible
Focused on
CA & Tax Advisory FirmsRecurring Compliance WorkflowsInternal Operations
Where work slows down
The challenge is often not the tax work itself. It is keeping the process organised.
Recurring compliance becomes difficult to manage when ownership, deadlines, review notes and status reporting are spread across spreadsheets, email and messages.
Spreadsheet dependency
Important trackers become difficult to maintain when several people edit files, create copies and rely on manual updates.
Unclear ownership
Managers spend time asking who owns a task, what is blocked and which client or return needs attention next.
Review bottlenecks
Prepared work can sit unnoticed when reviewer queues, comments and follow-ups are managed across different channels.
Limited management visibility
Partners need a simple view of due work, overdue items, review queues and team workload without rebuilding reports manually.
Who we work with
Built for growing CA and tax advisory firms.
TaxFlow Tech is designed for firms where recurring compliance work has outgrown simple spreadsheets, but a large enterprise platform would be unnecessary.
01
A strong fit for growing firms
Especially useful where multiple preparers and reviewers manage recurring work across a growing client base.
- Recurring GST, TDS or tax workflows
- Several team members sharing the same tracker
- Regular partner or manager review
Typical fit: small and mid-sized firms that need better internal structure without adding unnecessary complexity.
02
Good starting points
The best first project is usually one recurring process that already causes repeated manual work or unreliable reporting.
- A monthly compliance tracker used by the team
- A reviewer queue managed through messages or Excel
- A critical workbook that needs controlled multi-user access
Simple goal: make one important workflow easier to run, easier to review and easier to understand.
What we build
Practical internal software for everyday firm operations.
Each project is scoped around a real process already used by the firm, with the goal of making that workflow clearer, more controlled and easier to manage.
Core workflow01
Workflow & Compliance Trackers
Internal web applications for managing recurring work across clients, owners, due dates, review stages and blockers.
- Assignments and due dates
- Preparer and reviewer queues
- Status notes and blockers
- Searchable work history
Useful whenA shared spreadsheet is carrying too much of the process
Modernisation02
Excel-to-Web Internal Tools
Convert a business-critical tracker or workbook into a controlled multi-user application while keeping the familiar business process intact.
- Structured data entry
- Validations and calculations
- Role-based editing
- Import and export support
Useful whenOne important workbook has become difficult to manage safely
A practical first project
Improve one recurring workflow before expanding further.
A useful first engagement could be a compliance tracker that replaces a shared spreadsheet and gives the team one place to manage ownership, due dates, reviews and status.
01
Map the current process including users, fields, review steps and reporting needs.
02
Agree the first version with a clear screen flow and fixed set of requirements.
03
Build and test the workflow with the people who will actually use it.
COMPLIANCE WORKFLOWJuly work cycle
18 active items✓
Mehta Exports · GSTR-3BOwned by N. Shah
Ready↗
Orion Retail · TDS returnAssigned to reviewer
In review!
Vertex Foods · GST returnWaiting on client information
Blocked↗
Atlas Services · Tax workingDue in 2 days
In progressHow projects work
Clear scope. Visible progress.
The process is kept straightforward so expectations, requirements and delivery are clear from the beginning.
Discovery
A short discussion to understand the current workflow, users, pain points and desired outcome.
Initial conversationScope & prototype
The agreed workflow is translated into screens, rules and a clear project scope before development starts.
Defined requirementsBuild & review
The application is developed in stages with regular demonstrations and feedback on the working product.
Iterative deliveryLaunch & handover
Final testing, deployment guidance, documentation and a practical handover are completed before launch.
Production readyBuilt with sensible controls
Designed for dependable internal use.
Tax workflows involve important client and operational information. Projects are designed with practical access control, traceability and maintainability in mind.
Role-based access
Access can be structured around the responsibilities of preparers, reviewers and managers.
Useful history
Status changes, review actions and important workflow events can be recorded for later reference.
Careful discovery
Sample or anonymised information can be used while requirements are being understood and validated.
Maintainable delivery
Code, deployment steps and core workflow behaviour are kept understandable and documented.
HSMumbai, India
Built by Harsh Shah
Business workflow understanding, backed by full-stack engineering.
TaxFlow Tech is led by Harsh Shah, a full-stack .NET developer with 4+ years of experience building and supporting internal business applications using .NET, React, SQL Server and Azure.
The focus is straightforward: help growing CA firms replace difficult internal trackers with practical software that matches the way their teams already work.
C# / .NETReact / Next.jsSQL ServerAzureREST APIsPower BI
Built for maintainability
Clear structure, practical documentation and deployment guidance are included so the application remains understandable and manageable after launch.
Frequently asked
Common questions.
Practical answers about scope, implementation and how a first project can begin.
Can an existing Excel tracker be used as the starting point?+
Yes. Existing trackers are often valuable because they already contain the firm's real process, fields and business rules. Those can be used to define a cleaner web-based version.
What can a first version include?+
A first version can cover the core workflow, user roles, status tracking, review steps and the management views needed to run that process day to day.
How is project scope kept under control?+
The first version is agreed before development begins, including the main users, screens, workflow steps and required outputs. Additional requirements can be planned separately instead of being added informally during the build.
Will staff need technical knowledge to use the system?+
No. Internal tools are designed around familiar operational language and everyday tasks, with straightforward screens and practical handover guidance.
Discuss a workflow
Start with the process that causes the most friction.
Share the current workflow, who uses it and where it becomes difficult to manage. TaxFlow Tech will respond with questions or a practical next step.