Everything your office does, in one place.
Clients, compliance, work, people, money and documents — connected, so a filed return, the hours behind it and the invoice that follows are never out of sync.
Never miss a due date again
Statutory deadlines
GST, TDS, ITR, ROC and audit due dates mapped to every client — tasks are created for you.
- Due-date calendar per client
- Auto task generation
- Filing tracker with proof
Work management
Services, checklists, reviews and a Kanban board that shows who is doing what.
- Kanban board and list views
- Reviewer sign-off before done
- Workload by team member
Time tracking
Timers, weekly timesheets and approvals, linked to clients and tasks.
- One-tap timer
- Weekly timesheets
- Utilisation reports
Calendar & appointments
One calendar for meetings, client visits and booking pages.
- Unified calendar
- Booking pages
- Meeting reminders
Notices & proceedings
Track notices from authorities, reply deadlines, hearing dates and outcomes.
- Notice register
- Response deadlines
- Hearing history
Every client, one complete picture
Client management
A 360° profile with PAN, GSTIN, contacts, registrations, groups and engagements.
- Client 360 profile
- Groups and relationships
- Interaction history
Leads & proposals
Track prospects, send proposals and convert them to clients in one click.
- Lead pipeline
- Proposals
- Convert to client
Client portal
A branded portal where clients see status, upload documents and pay invoices.
- Document uploads
- Status at a glance
- Invoice payments
Client score
Explainable scores and grades that show which clients deserve attention first.
- Grades A–E
- Clear factor breakdown
- Coaching tips
Bill every hour you work
Invoicing & collections
GST invoices, receipts, payment links, reminders and unbilled-work alerts.
- GST-ready invoices
- Payment links
- Dunning reminders
Expenses
Office expenses, vendors, reimbursements and recoverable client disbursements.
- Reimbursements
- Recoverable expenses
- Budgets
Finance & analytics
P&L, cash-flow forecast, profitability by client and work-in-progress.
- Profitability by client
- Cash-flow forecast
- Receivables
A team that runs itself
Attendance & leave
Check-in with location, shifts, leave balances and approvals — on the web or the phone.
- GPS check-in from the app
- Leave planner and approvals
- Who is in today
Performance
Fair, explainable employee scores, leaderboards, badges, kudos and goals.
- Explainable scores
- Kudos and badges
- Goals
Find any file in seconds
Documents
A client vault with versions, document requests and secure sharing.
- Client vault
- Version history
- Document requests
Credential vault
Encrypted portal passwords and a DSC register with expiry alerts.
- Encrypted passwords
- DSC register
- Access audit
Inward / outward register
A front-desk log of every paper and courier that comes in or goes out.
- Inward log
- Outward log
- Handover tracking
Knowledge base
SOPs and document templates with merge fields, so work is done the same way every time.
- SOP library
- Templates
- Merge fields
Let the office work for you
Communications
Email, WhatsApp and SMS templates with a full message log.
- Templates
- Message log
- Campaigns
Automations
Trigger → condition → action rules with run logs. Repetitive work, gone.
- No-code rules
- Run logs
- Retries
Reports
A report gallery with exports and scheduled delivery to your inbox.
- Report gallery
- Exports
- Scheduled delivery
Personal workspace
Private to-dos, an Eisenhower matrix, notes and a focus timer for every member.
- Private to-dos
- Focus timer
- Delegate to task
Turn modules on and off — the app follows.
Every organization chooses its own modules. Try it: flip a switch and watch the sidebar change, just like it does in TaxMunim.
Good morning, Riya
5 modules switched on
Your office, in every pocket.
Staff spend half the day at client sites and government offices. The TaxMunim app keeps them connected — and at around 13 MB it installs in seconds, even on a slow connection.
- Check in and out with location attached
- See today’s tasks, move them and leave a note
- Apply for leave and approve your team’s requests
- Look up any client — call or email in one tap
- Only the modules your office uses appear
Demo Office
Good morning, Neha
Monday, 12 October
Not checked in yet
Mark your attendance
12
Open tasks
4
Due this week
TAS-0142
GSTR-3B · Sunrise Traders
Your clients trust you with their data. We take that seriously.
Isolated by organization
Every office’s data is separated at the database level — not just in the app.
Encrypted credentials
Client portal passwords are encrypted at rest and every access is recorded.
Two-step verification
Authenticator-app sign-in for every user, and sessions you can revoke at any time.
Full audit trail
Who changed what and when — for every sensitive action in the office.
See every module working on your own data.
Start a 14-day free trial or book a 30-minute walkthrough with our team.