Workspace /
LOCAL PREVIEW
Practice overview
A clearer view of compliance.
From source records to reviewed reconciliations. Every decision, accounted for.
Work queue
Open items across every module.
CA-in-the-loop Review comes before approval.
GST reconciliation · Phase 010 / 0
Exact matches across both sources0
CA review notes required₹0
Books less imported GSTR-2BReconciliation workbench
Import records or explore the sample client.
| Invoice / supplier GSTIN | Books tax | 2B tax | Difference | Status |
|---|
Recent reconciliations
Your saved work, ready to pick up.
Review history
Hash-linked local audit records for the selected reconciliation.
Excel and CSV
Reconciliations export to CSV for Excel. Purchase registers, GSTR-2B extracts, income and TDS reports import from CSV or XLSX.
Available now · File basedZoho Books, QuickBooks, Tally
Bills, ledger and voucher exports import under Ingestion & OCR. Live sync needs each vendor’s OAuth app (Zoho, Intuit) or the Tally XML port on the client’s network.
File import now · Live sync needs vendor appClient assistant (Claude)
Answers each client from their own records: it searches their documents, reads firm records and runs the tax engine for what-if questions. Needs TAXOS_ASSISTANT_ENABLED and server-side Anthropic credentials.
Built · Off until configuredScanned documents (AWS Textract)
OCR for scanned PDFs and images in the Mumbai region, with per-upload consent.
Built · Needs AWS credentialsGST portal (through a GSP)
The GSTR-2B JSON downloaded from the portal imports now. The consent, OTP and fetch flow is built and runs against a sandbox; live access needs a licensed GSP’s adapter and agreement. Return filing is not built.
File import now · Live needs a GSPIncome Tax e-filing (ERI)
Prefill, AIS/26AS download, return upload and e-verification. Requires registration as an e-Return Intermediary with the Income Tax Department.
Needs ERI registrationAccount Aggregator
Consent-based bank statements. Requires onboarding as a Financial Information User through a licensed AA or a technology provider.
Needs FIU onboardinge-Sign, DSC and MCA
Aadhaar eSign through a licensed provider, DSC tokens through a signing bridge. MCA V3 has no public filing API; forms stay manual.
Needs provider · MCA manualStatuses describe this installation. Nothing here connects to a government system until the firm holds the registration named on the tile.