Now live — First month completely free

Every document.
Every receipt.
One inbox.

CA firms use Taxnio to collect receipts and documents from clients via WhatsApp and email — AI organises everything automatically into one clean dashboard.

No setup fees · No credit card · Cancel anytime

T A X N I ₹ % $ SMART TAX HAPPY CLIENTS
20+
Hours saved
per month
10min
Setup
time
WhatsApp
+ Email
integration
AI
Powered
processing
WhatsApp Receipt Collection
AI Invoice Processing
GST Automation
Client 360 Dashboard
Document Management
Appointment Booking
Expense Intelligence
Tally Integration
Email Integration
WhatsApp Receipt Collection
AI Invoice Processing
GST Automation
Client 360 Dashboard
Document Management
Appointment Booking
Expense Intelligence
Tally Integration
The Problem

CA firms lose 20+ hours every month to this

The way CA firms collect documents from clients is broken. And everyone knows it.

📱
WhatsApp chaos
Receipts buried in 47 different WhatsApp chats. Personal messages mixed with business documents. Nothing organized. Everything lost.
🔄
Constant follow-ups
Chasing clients every month for the same documents. "Please send your July receipts" — repeated to 200 clients every single month.
⏰
Manual data entry
Manually typing vendor names, amounts and GST numbers from blurry receipt photos into Tally. Hours of work that AI can do in seconds.
↓

Taxnio fixes all of this.

One WhatsApp number. AI does the work. You focus on what matters.

How it works

Set up in 10 minutes. Works forever.

No complex onboarding. No training needed. Just share a WhatsApp number with your clients.

1
📱
You get a WhatsApp number
Taxnio gives your CA firm a dedicated WhatsApp number. Share it with all your clients in minutes.
2
📸
Clients send receipts
Clients photograph receipts, documents and type questions on WhatsApp — exactly how they already message you today.
3
🤖
AI processes everything
Our AI reads every receipt, extracts vendor, amount and GST data, answers tax questions and organises documents automatically.
4
📊
You see it in one place
Every receipt, document, question and appointment from all clients — organised in your Taxnio dashboard. Ready for filing.
Features

Everything a CA firm needs. Nothing it does not.

Built specifically for Indian CA firms managing multiple clients.

📸
WhatsApp Receipt Collection
Clients send receipt photos directly on WhatsApp. AI reads every receipt and extracts vendor name, amount, GST number and date automatically. No manual entry ever.
Core Feature
🤖
AI Tax Q&A
Clients ask GST, TDS, ITR questions on WhatsApp. AI answers instantly in Hindi or English. Complex questions are flagged for your review with one click reply.
AI Powered
👤
Client 360 Dashboard
Every client has a complete profile — receipts, documents, questions, appointments, CA invoices and challans all in one place. Know everything about every client instantly.
Dashboard
📁
Smart Document Folder
Bank statements, ITR, GST returns and all client documents stored automatically in organised folders. AI reads and summarises each document. Access anytime from anywhere.
Storage
📅
Appointment Management
Clients request meetings via WhatsApp. You confirm or reschedule directly from the dashboard. WhatsApp confirmation sent to client automatically.
Scheduling
📊
Expense Intelligence
Clients ask "how much did I spend this month?" — Taxnio answers with real data from their receipts. Monthly summaries, vendor breakdowns and yearly totals on demand.
Analytics
🧾
CA Invoice & Challan Tracking
Raise invoices to clients, track payment status, manage tax challans — all from one place. Know who owes you money and follow up with one click.
Billing
🔔
Smart Reminders
Set GST filing reminders for specific clients or broadcast to all clients at once. Never miss a deadline. Never chase clients for documents again.
Automation
🔒
Secure Client Access Control
Only registered clients can interact with your WhatsApp number. Unregistered numbers get a polite "not registered" reply. No spam. No unwanted data in your system.
Security
Live Demo

See exactly what your clients experience

Reviews

CA firms love Taxnio

★★★★★
Taxnio has completely changed how I run my practice. Earlier I used to spend the first week of every month chasing clients for receipts. Now everything comes in automatically on WhatsApp and I can see it all in one dashboard. I handle 30% more clients now with the same team.
OM
Omkar Mundada
Chartered Accountant, Pune
★★★★★
The AI Q&A feature is incredible. My clients used to call me at all hours for basic GST questions. Now Taxnio answers them instantly on WhatsApp. I only get calls for complex matters that actually need my expertise.
ML
Mahesh Laddha
CA Firm Partner, Mumbai
★★★★★
As a CA who works with a lot of small business clients, the document folder feature has been a lifesaver. All their ITR, GST returns and bank statements are automatically organised. No more searching through email threads.
HJ
Himali Jain
Independent CA, Ahmedabad
★★★★★
I was sceptical at first but the setup took literally 10 minutes. Shared the WhatsApp number with my clients and within a day receipts were coming in automatically. The dashboard is clean and everything just works. Best ₹2,499 I spend every month.
VR
Vikas Rathi
CA Practice Owner, Delhi
20+
Hours saved per CA per month
30%
More clients handled with same team
10min
Average setup time
Pricing

Simple, honest pricing

No hidden fees. No per-message charges. One flat monthly price.

Starter
₹2,499/mo
+ GST
Up to 10 clients
  • WhatsApp receipt collection
  • AI invoice data extraction
  • Client dashboard
  • Document folder
  • Q&A inbox
  • Appointment management
  • CSV export
  • CA invoices & challans
  • Tally integration
  • Priority support
Most Popular
Growth
₹6,999/mo
+ GST
Up to 25 clients
  • Everything in Starter
  • CA invoices & challan tracking
  • Client 360 view
  • Reminders & follow-ups
  • Expense intelligence reports
  • Tally XML export
  • WhatsApp & Email integration
  • Priority email support
  • Dedicated account manager
  • Custom branding
Enterprise
Custom
+ GST
25+ clients — Contact us
  • Everything in Growth
  • Unlimited clients
  • WhatsApp + Email + SMS
  • Dedicated account manager
  • Custom branding
  • Tally direct integration
  • GST portal sync
  • Multi-user & multi-branch
  • Phone support & SLA
  • Custom reports & API access

All plans include first month free. No credit card required to start. Cancel anytime.

FAQ

Questions CA firms ask us

Do my clients need to download any app? +
No. Your clients use WhatsApp — the app already on their phone. They just send receipts and messages to your dedicated Taxnio number. Zero friction, zero downloads, zero training required.
How accurate is the AI at reading receipts? +
Our AI uses Claude — the same technology trusted by Fortune 500 companies — specifically tuned for Indian receipts with mixed Hindi and English text. It handles handwritten receipts, blurry photos and multiple formats. Accuracy is above 95% for standard receipts.
Is my client data safe and private? +
Absolutely. All data is stored securely on Indian servers. Each CA firm's data is completely isolated — no other CA can see your clients. We never share or sell your data. Only registered clients can interact with your WhatsApp number.
How long does setup take? +
Most CA firms are live in under 10 minutes. Sign up, get your WhatsApp number, add your clients, share the number — done. No technical knowledge required.
Can I export data to Tally? +
Yes. Growth and Pro plans include Tally-compatible XML export. You can export all receipts and invoices in Tally format with one click. Direct Tally integration is available on the Pro plan.
What happens after the free month? +
After your free first month you choose a plan and pay monthly. No long term contracts. Cancel anytime — your data is always exportable. We will never hold your data hostage.
Does it work for CA firms with multiple partners? +
Yes. The Growth plan supports team access. The Pro plan includes full multi-user access with different permission levels for partners, managers and junior staff.
🎉 First month completely free

Ready to reclaim 20 hours every month?

Join CA firms across India who have already made the switch. Setup takes 10 minutes. Results start immediately.

No credit card required. First month free. Cancel anytime.