Everything you need to know

Absolutely. We employ bank-grade encryption (AES-256) for all document vaults, and all your documents are securely stored on servers located right here in Mumbai. Only you and your explicitly authorized consultant can access your financial records.

KYC documents including PAN and Aadhaar are stored in your Document Vault in secure cloud storage on servers in the ap-south-1 region (Mumbai). Access is strictly limited to you and your assigned consultant. No document is accessible platform-wide without your consent. Your consultant access is scoped only to clients assigned to them, and that access does not persist beyond the engagement.

Your Document Vault is yours. All uploaded documents, verified records, and shared reports remain accessible to you regardless of whether you have an active service running. We don't tie your financial records to an active subscription.

That's the primary use case. You can run multiple active services simultaneously like monthly GSTR-1 and GSTR-3B filings alongside quarterly TDS filings and an annual ITR, each with its own status tracking and consultant assignment. Everything lives in one account with shared document access, so your consultant isn't asking for the same PAN card every three months.

Yes. Business restructuring is a consultation category on the platform. Beyond the legal registration itself, there are GST transfer implications, PAN changes, and tax position shifts that need to be planned before the conversion, not after. A consultant can map out the full transition before you file a single form.

That's specifically what our notice-resolution service exists for. We handle income tax assessments, appeals, and tribunal matters. You upload the notice, a consultant reviews the demand or query, prepares the response, and represents your position through the process. Early engagement almost always leads to better outcomes than waiting to understand the notice yourself.

Yes, and this is one of the more common use cases on the platform. NRI ITR filing, NRI PAN applications, and foreign entity registrations are all supported. The entire process from document uploads, consultant communication, status tracking, and payments all works remotely. You don't need to be in India at any point.

Yes. Trust formation, 12A registration for income tax exemption, and 80G registration for donation deductibility are all supported services on the platform. These have strict documentation requirements and timelines, and our consultants manage the full filing and follow-up with the income tax department through to approval.

Every consultant on the platform has cleared a multi-stage onboarding process including identity verification, face matching against their ID, a proctored MCQ and video assessment, and a manual review of their qualification documents by our internal team. They only receive platform credentials after that review is approved. You can view their profile, service specialisations, and track record directly from your dashboard before and after assignment.

Our AI Copilot is fantastic for immediate answers, basic tax structuring, and compliance tracking. However, for actual return filing, complex assessments, and auditing, we connect you with verified, elite tax consultants who manage your account seamlessly through our platform.

A traditional CA firm gives you one point of contact and their internal process. TaxPlan Advisor gives you a verified consultant plus a structured system: tracked service statuses, a secure document vault, real-time communication, a full meeting and scheduling layer, and AI assistance for questions between sessions. If your regular consultant is unavailable, the platform retains all your history and documents.

Because every document, message, and status update is stored against your service record on the platform, not in someone's personal inbox therefore continuity isn't broken. A replacement consultant can pick up exactly where things left off. This is one of the structural differences from relying on a solo practitioner.

Yes! Many businesses use our platform solely for our AI knowledge base, financial calculators, and secure document vault, while keeping their external consultant.

You can raise a revision request directly from your dashboard when your service reaches the review stage. If there are broader concerns about the engagement, you can contact support through the platform. The structured nature of the workflow ensures that every status update, document exchange, and message is logged to your service record. This means there's a clear record of what was delivered and when, which helps resolve disputes fairly.

You only pay for what you need. Our platform offers a transparent, upfront quoting system for all services, whether it's a one-off GSTR-3B filing or annual comprehensive compliance.

Absolutely. You can book a standalone tax consultation on the platform specifically for a second opinion of your existing advice. You can share your current position, any existing advice or computations, and a consultant will review and give you an independent assessment. There's no obligation to move all your compliance to us.

It's not a general file storage tool. The Vault is structured around your compliance needs and default folders for KYC, Bank Details, GST Details, and Company Docs are created automatically when you join. Your consultant raises specific document requests through the platform, you upload against those requests, and each document carries a status: pending, uploaded, verified, or rejected. It's purpose-built for tax and compliance workflows, not generic file sharing.

The AI Copilot is built specifically for Indian tax and compliance context. It can walk you through GST threshold rules, explain ITR form selection, break down TDS section applicability, and help you understand a notice type before your consultant responds. For authenticated users, it retains conversation history so you're not repeating yourself. It won't file your return for you, but it will give you a real answer to a real tax question rather than a generic disclaimer.

Your consultant publishes their availability on the platform. You pick a date and time from their open slots, the booking is confirmed, and a Google Meet link is generated automatically. Confirmation and reminder emails go out to both sides. If you need to reschedule, you can do so up to 3 times as long as it's at least an hour before the session. Everything related to the meeting, including attachments, notes, and the meeting link all lives inside the platform.

If you need representation in physical court hearings, statutory audit sign-off requiring a registered CA's digital signature on specific MCA forms, or international tax structuring across multiple jurisdictions simultaneously, those are areas where you'd need direct engagement with a firm. For the vast majority of individual and business compliance needs within India for GST, ITR, TDS, registrations, and notices, the platform is built precisely for that.