CA Practice Management Software for Indian Firms

TaxZeo is practice management software for Indian chartered accountants. It keeps every client, every compliance deadline and every document in one place, so a GSTR-3B or an ROC filing never depends on someone remembering it.

Start free — 1 month, no card See pricing

Opens at ca.zeohq.com/get-started

TaxZeo — The complete practice management platform for CA professionals and firms

Who it is for

CA firms, tax consultants and practising chartered accountants

Deadlines tracked in a spreadsheet that only one person updates
Client documents scattered across WhatsApp, email and a shared drive
No view of which filings are pending across the whole client book
Junior staff repeating the same follow-up messages by hand

What TaxZeo does

Compliance calendar

GST, ITR, TDS and ROC due dates mapped to every client, with what is pending and what is filed.

Client management

One record per client carrying GSTIN, PAN, contacts, filing history and documents.

Task and team tracking

Assign filings to staff, see workload across the team, and catch what is slipping before the due date.

Document vault

Bank statements, Form 16s and challans stored against the client rather than in a chat thread.

AI-drafted communication

Follow-up messages and client updates drafted in seconds, edited before they go out.

Practice analytics

Revenue, pending work and per-client profitability across the firm.

Inside TaxZeo

Illustrations of the TaxZeo interface.

TaxZeo compliance dashboard — illustration of client count, due compliances, pending tasks and revenue at a glance — **Compliance dashboard** — Client count, due compliances, pending tasks and revenue at a glance

TaxZeo deadline calendar — illustration of every gst, itr and roc due date across the client book — **Deadline calendar** — Every GST, ITR and ROC due date across the client book

TaxZeo client record — illustration of filing history, documents and contacts on one screen — **Client record** — Filing history, documents and contacts on one screen

Why teams switch

Never Miss a DeadlineSecure & CompliantSave Time & EffortGrow Your Practice

TaxZeo — frequently asked questions

GST returns, income tax filings, TDS returns and ROC annual filings, each mapped to the clients it applies to.

Yes. Filings are assigned to staff members, and partners see workload and pending work across the firm.

No. TaxZeo manages the practice — deadlines, clients, documents and tasks. Filing still happens on the government portals.

Get started with TaxZeo

Tell us about your practice and we will set you up on TaxZeo.

Already decided? Open TaxZeo →

Talk to us about TaxZeo

One form. A real person replies — usually the same working day.

GST ReturnsITR FilingTDS ReturnsROC CompliancePF ReturnsAudit & More

Other Zeo Suite editions

SZ SalonZeo Appointment and retention platform for salons, spas and studios CZ ClinicZeo Built for Ayurvedic clinics, dieticians and wellness centres TV TravelZeo Enquiry-to-booking platform for travel agents and tour operators AZ AstroZeo For astrologers and spiritual consultants CO CoachZeo For coaching institutes, tuition centres and course creators EZ EventZeo For event managers and wedding planners

All editions →