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Solutions

Built around the way practices actually work.

Recurring filings, document chasing, review before sign-off, billing every hour — TaxMunim is shaped by the everyday problems of professional offices in India.

Problems we solve

Six problems every office knows — solved.

If any of these sound familiar, TaxMunim was built for you.

Problem 01

Due dates live in someone’s head and a shared Excel sheet.

Every GST, TDS, ITR and ROC due date is mapped to the right client and turns into a task automatically.

Problem 02

“Please send the documents” — again, on WhatsApp, for the fifth time.

Clients upload straight into their portal. Requests and reminders go out on their own.

Problem 03

Nobody knows who is working on what, or who is overloaded.

A live board and workload view show every task, owner and reviewer across the office.

Problem 04

Hours worked never make it to the invoice.

Time and tasks flow into GST invoices with unbilled-work alerts and payment links.

Problem 05

Portal passwords and DSC tokens are shared in chats and drawers.

An encrypted credential vault and DSC register with expiry alerts and access history.

Problem 06

Attendance on paper, leave on email, approvals on memory.

Check-in from the phone with location, a leave planner and one-tap approvals.

Target industries

One platform, six kinds of practice.

Each office uses a different mix of modules. Here is where most of them start.

Chartered accountant firms

From a solo practice to a multi-partner firm — audits, returns, advisory and compliance under one roof.

What you need

  • Recurring compliance for hundreds of clients
  • Partner review before work goes out
  • Fees billed for every engagement

Modules most offices start with

  • Statutory deadlinesDue-date calendar per client
  • Work managementKanban board and list views
  • Invoicing & collectionsGST-ready invoices
  • Client portalDocument uploads

Company secretary practices

ROC filings, board meetings, registers and secretarial audits with a clear trail.

What you need

  • ROC and MCA due dates
  • Statutory registers and minutes
  • Document custody

Modules most offices start with

  • Statutory deadlinesDue-date calendar per client
  • DocumentsClient vault
  • Inward / outward registerInward log
  • Knowledge baseSOP library

Tax practitioners & GST consultants

High-volume return filing where every month brings the same dates for every client.

What you need

  • GSTR-1, 3B and TDS returns every month
  • Document collection at scale
  • Notices and replies

Modules most offices start with

  • Statutory deadlinesDue-date calendar per client
  • Client portalDocument uploads
  • Notices & proceedingsNotice register
  • CommunicationsTemplates

Cost & management accountants

Cost audits, MIS and advisory assignments with time and profitability tracked per client.

What you need

  • Time spent per assignment
  • Profitability by client
  • Standardised reports

Modules most offices start with

  • Time trackingOne-tap timer
  • Finance & analyticsProfitability by client
  • ReportsReport gallery
  • Work managementKanban board and list views

Bookkeeping & accounting outsourcing

Teams that keep books for many businesses and need repeatable monthly workflows.

What you need

  • Monthly closing checklists
  • Staff capacity planning
  • Client-ready status updates

Modules most offices start with

  • Work managementKanban board and list views
  • AutomationsNo-code rules
  • Attendance & leaveGPS check-in from the app
  • Client portalDocument uploads

Legal & compliance advisory

Advisory firms juggling proceedings, notices, credentials and hearing dates.

What you need

  • Hearing and reply deadlines
  • Secure credential handling
  • Matter history

Modules most offices start with

  • Notices & proceedingsNotice register
  • Credential vaultEncrypted passwords
  • DocumentsClient vault
  • Calendar & appointmentsUnified calendar
Any size

From a solo practice to a multi-branch firm.

1–5 people

Solo practice

Start with clients, deadlines and billing. Add more modules as you grow.

5–25 people

Growing firm

Bring in time, attendance, the client portal and performance.

25+ people

Multi-partner & multi-branch

Every module, unlimited users and branches, with roles and audit trails.

Tell us how your office works — we’ll show you TaxMunim on it.

Start a 14-day free trial or book a 30-minute walkthrough with our team.