Purpose-built for Indian CA and GST operations
Your tax team should not need five spreadsheets to know what is due.
TaxFlow Tech builds secure internal workflow and client-operations systems for growing CA firms and GST/accounting service teams—so work moves from request to review without disappearing into email, Excel and WhatsApp.
Not another filing product. We build the operational layer around the tax, accounting and ERP tools your team already uses.
JULY CYCLE
Work requiring attention
Client / work itemOwnerDueStatus
Mehta Exports · GSTR-3BNS24 JulIn review
Orion Retail · ITC exceptionsPK25 JulClient input
Vertex Foods · Notice responseAM27 JulDrafting
Atlas Services · TDS returnRV29 JulReady
12
Client requestsAutomatically followed up
✓
Audit trailEvery handoff recorded
Focused on
CA & Tax Advisory FirmsGST & Accounting Outsourcing TeamsInternal Workflow Modernisation
Where work breaks
The filing software may work. The process around it often does not.
Most operational delays happen between the portal, the spreadsheet, the reviewer and the client—not inside a single tax calculation screen.
Client document chasing
Teams repeatedly ask for invoices, ledgers, bank files and clarifications without one reliable view of what is missing.
GST and ITC exceptions
Mismatches, pending actions and vendor follow-ups move across downloads and manually maintained trackers.
Review and approval bottlenecks
Partners and managers lack a clean queue showing ownership, blockers, ageing and what needs a decision today.
No dependable audit trail
Important decisions live in chats and inboxes, making handovers, escalations and later review unnecessarily difficult.
Who we help
Two focused client groups. No generic “digital transformation.”
We are most useful where recurring tax work has enough volume to require structure, but the team is still held together by spreadsheets and manual coordination.
01
Growing CA and tax advisory firms
For firms managing recurring GST, TDS, income-tax, notices and advisory work across multiple preparers and reviewers.
- Standardise how work moves through the firm
- Give partners visibility without asking for updates
- Improve client experience without adding admin work
Best fit: firms with repeatable workflows, multiple reviewers and a growing client base.
02
GST and accounting outsourcing teams
For service providers processing high-volume monthly compliance or accounting work for many business clients.
- Track volume, exceptions, ageing and ownership
- Reduce repeated data entry between systems
- Create reliable operations reporting for managers
Best fit: teams where throughput, turnaround time and consistent delivery directly affect margins.
What we build
Focused systems around your highest-friction workflow.
We start with one operational problem and build only what is necessary to make that process faster, clearer and easier to control.
Client operations01
Document Request & Follow-up Portal
A secure request list for each client, with due dates, uploads, reminders, clarifications and a complete status history.
- Client-wise request checklists
- Automated email reminders
- Missing-item and ageing views
- Internal notes and ownership
Designed to reduceRepeated follow-ups and unclear document status
GST operations02
GST / ITC Exception Workbench
Bring reconciliation outputs, exception ownership, vendor follow-ups and review decisions into one controlled workflow.
- Import structured Excel/CSV outputs
- Assign and categorise exceptions
- Track pending, accepted and resolved items
- Maintain decision notes and evidence
Designed to improveControl over high-volume reconciliation exceptions
Compliance delivery03
Return, Notice & Review Tracker
A role-based system for due dates, preparation, review, client dependencies, approvals and final submission evidence.
- Recurring compliance calendars
- Preparer and reviewer queues
- Escalations and ageing
- Submission and acknowledgement history
Designed to createClear ownership from intake to completion
Modernisation04
Excel-to-Web Workflow Modernisation
Turn a business-critical tracker or calculation workbook into a secure multi-user application without discarding proven logic.
- Controlled calculations and validations
- Role-based editing and approvals
- Version history and audit records
- API, SQL and reporting integrations
Designed to replaceFragile files that no longer scale with the team
A practical starting point
Start with one workflow. Prove it before expanding.
A typical first engagement is not a giant firm-wide platform. It is a focused pilot around one recurring process—such as client document collection or review tracking—used by a small group with measurable success criteria.
01
Current-state map of people, steps, files, tools and failure points.
02
Clickable workflow prototype before full development begins.
03
Working pilot with real users, permissions and reporting.
CLIENT REQUEST BOARDMehta Exports · July GST
8 / 11 received✓
Purchase registerUploaded 22 Jul · 10:42
Received✓
Sales registerUploaded 22 Jul · 11:08
Received!
Import bill of entry detailsReminder sent today
Awaiting client↗
Credit-note clarificationAssigned to N. Shah
Internal reviewHow engagements work
Small enough to control. Serious enough to use.
Every stage produces something concrete, so you can evaluate progress before committing to a wider rollout.
Fit call
A 30-minute conversation to understand the workflow, users, systems and urgency.
No chargeWorkflow diagnostic
A fixed-scope review resulting in a process map, recommended pilot and delivery estimate.
Paid, fixed scopePilot build
Design and build one working workflow with regular demonstrations and user feedback.
Milestone basedRollout & support
Deploy, train users, document the system and improve it through planned releases.
Project or retainerBuilt for sensitive operations
Professional controls from the beginning.
Tax and accounting workflows involve sensitive client information. Security and operational control are treated as design requirements—not finishing touches.
Role-based access
Users see and change only what their responsibilities require.
Audit-friendly history
Important status changes, approvals and decisions can be recorded and reviewed.
NDA-friendly discovery
Early workflow mapping can use sample or anonymised information before production access is needed.
Maintainable delivery
Clear scope, source code handover, deployment guidance and documentation are agreed upfront.
HSMumbai, India
Built by Harsh Shah
Business workflow understanding, backed by full-stack engineering.
I am a full-stack .NET developer and application specialist with 4+ years of experience building and supporting internal systems used by finance, tax and professional-services operations.
TaxFlow Tech focuses that experience on a specific problem: helping Indian tax teams move recurring work out of fragile spreadsheets and into dependable systems designed around how the firm actually operates.
C# / .NETReact / Next.jsSQL ServerAzureREST APIsPower BI
Clear boundary
TaxFlow Tech provides software design, development and application support. It does not provide tax advice, audit opinions or statutory filing services.
Frequently asked
Before we speak.
Clear answers to the questions a firm should ask before engaging an independent software partner.
Do you replace our GST, ITR, Tally or practice-management software?+
No. The strongest use case is usually connecting, extending or organising the work around tools you already rely on. A replacement would only be recommended where the current tool itself is the confirmed bottleneck.
Can we begin with a small project?+
Yes. The preferred approach is a focused diagnostic and pilot around one workflow, used by a limited group before expanding to more clients, teams or service lines.
Will our staff need technical knowledge?+
No. The system should match the operational language and steps your team already understands. Training and straightforward documentation are included in the rollout plan.
Who owns the source code and data?+
Ownership, hosting, access and handover terms are agreed in writing before development. Client data remains the client’s data. Source-code ownership depends on the selected engagement structure and is made explicit in the proposal.
Book a workflow review
Show me the process your team is tired of managing manually.
Describe one recurring workflow that creates delays, follow-ups or unreliable reporting. You will receive a direct response—not an automated sales sequence.