Frequently Asked Questions
Find answers to common questions about TaxNAO
Frequently Asked Questions for Clients
How do I choose the right chartered accountant for my needs?
Start by identifying your specific needs (individual tax, business tax, GST filing, auditing, etc.). Browse CA profiles, check their specializations and ICAI credentials, read client reviews, and compare experience levels. You can also filter by language, location, and pricing. Most CAs offer a free initial consultation to discuss your requirements.
What should I expect in the first consultation?
The first meeting is typically a discovery session where your CA learns about your tax situation, business structure, income sources, and specific concerns. Come prepared with relevant documents (previous ITRs, Form 16, income statements, TDS certificates). The CA will explain their approach, answer questions, and provide an estimate for their services.
How are consultation fees structured?
Fees vary by CA and service complexity. Common structures include hourly rates (₹1,000-5,000/hour), fixed packages (e.g., ₹5,000 for ITR filing), or monthly retainers for ongoing business advisory. Always discuss and agree on fees before starting work. TaxNAO doesn't add any additional fees - you pay the CA directly.
Can I get help with urgent tax deadlines?
Yes! Many CAs on TaxNAO specialize in urgent cases and last-minute ITR filings. When searching, you can filter for CAs with quick response times and same-week availability. Be aware that rush services may incur additional fees, which the CA will discuss with you upfront.
What documents do I need to prepare?
Common documents include: Aadhaar, PAN card, previous ITRs, Form 16/16A, salary slips, bank statements (with interest certificates), investment proofs (80C, 80D), Form 26AS, TDS certificates, property documents, and business records if applicable. Your CA will provide a specific checklist during your first consultation based on your situation.
Is TaxNAO only for businesses or also individuals?
TaxNAO serves both! We connect individual taxpayers (salaried employees, freelancers, NRIs) with CAs specializing in personal tax returns, as well as businesses (startups, SMEs, proprietorships, partnerships) needing comprehensive tax planning, GST compliance, auditing, and bookkeeping services.
Can my chartered accountant represent me with the Income Tax Department?
Yes, ICAI-certified chartered accountants have the legal authority to represent you before the Income Tax Department. They can file your ITRs, respond to notices, attend assessments on your behalf, and handle tax audits - giving you peace of mind and professional representation.
What if I'm not satisfied with my CA?
If issues arise, first communicate your concerns directly with your CA - many issues can be resolved through open dialogue. If you remain unsatisfied, you can end the relationship at any time and search for a new CA on TaxNAO. We also provide support to help mediate any disputes.
How does document security work?
All documents shared through TaxNAO are encrypted end-to-end and stored securely on Indian servers complying with the DPDP Act 2023. Only you and your chosen CA can access your documents. Chartered accountants are also bound by professional confidentiality under ICAI regulations and the Chartered Accountants Act, 1949.
Can I use TaxNAO if I'm an NRI or live outside India?
Yes! Many NRIs, overseas workers, and global businesses use TaxNAO to find Indian chartered accountants. You can conduct consultations via video call, share documents digitally, and manage everything online. Many CAs specialize in NRI taxation, FEMA compliance, and cross-border tax issues.
Frequently Asked Questions for Chartered Accountants
How does TaxNAO help me grow my practice?
TaxNAO connects you with clients actively searching for chartered accountant services. You'll get a professional profile page, appear in relevant searches, and receive direct inquiries from potential clients. Our platform handles marketing and client acquisition so you can focus on what you do best - providing excellent tax and accounting advice.
What are the costs and pricing plans?
Start completely free with our Free Plan — 1 seat and up to 3 clients, no upfront costs, no credit card required. Our paid plans (Starter, Professional, and Business) offer significantly more capacity — from 100 clients and 5 seats (Starter) up to 600 clients and 30 seats (Business) per license. There are no commissions on any plan — you keep 100% of your earnings. Every new CA also gets a free %{days}-day Professional trial on signup — no credit card required.
How do I verify my ICAI credentials?
During registration, you'll need to provide your ICAI membership number and certificate details. We verify all credentials with the Institute of Chartered Accountants of India to maintain platform quality. The verification process typically takes 2-3 business days. You'll be notified via email once approved.
Can I set my own consultation fees?
Yes, you have complete control over your pricing. You can set hourly rates, package prices, or custom fees based on service complexity. TaxNAO never takes a commission on your earnings — your pricing is entirely your own.
What happens if I get a client inquiry?
When a client expresses interest in your services, you'll receive an instant email notification and a message in your dashboard. You can review the client's needs, respond directly through our secure messaging system, and schedule a consultation at a mutually convenient time.
Do I need to respond to all client inquiries?
No, you're not obligated to accept every inquiry. You can review client details and choose whether to respond based on your availability, expertise, and client fit. We encourage timely responses (within 24 hours) to maintain high client satisfaction and improve your profile ranking.
Can I manage multiple client relationships?
Absolutely! Our dashboard allows you to manage all your clients in one place. Track conversations, schedule appointments, share documents securely, and keep notes on each client. Your plan determines how many active clients you can manage — upgrade your plan or add licenses to grow your capacity.
How do I handle document sharing with clients?
TaxNAO provides a secure, DPDP Act-compliant document sharing system. Clients can upload sensitive tax documents (ITRs, Form 16, bank statements, etc.) directly to your shared workspace, and you can request specific documents as needed. All files are encrypted and only accessible to you and your client.
What if I want to take a vacation or pause new clients?
You can easily toggle your availability status in your profile settings. When marked as 'unavailable' or 'on vacation,' your profile won't appear in new client searches, but existing clients can still message you. You can reactivate anytime without losing your profile or reviews.
How are disputes with clients handled?
While rare, if issues arise, TaxNAO provides mediation support. Both parties can contact our support team, and we'll help facilitate communication and find a fair resolution. We maintain chat logs and documentation to support dispute resolution while respecting professional confidentiality under ICAI guidelines.
Pricing & Billing Questions
Can I change my subscription plan at any time?
Yes, you can upgrade or downgrade your plan at any time from your account settings. Changes take effect immediately and billing is prorated for the remaining period.
Can I cancel my subscription anytime?
Absolutely. Cancel anytime from your account settings. Your plan stays active until the end of the current billing period, after which it reverts to the free plan with no charges.
Does TaxNAO take a commission on my earnings?
No. TaxNAO does not charge any commission on your earnings — on any plan. You keep 100% of what you charge clients. Our plans are flat-rate subscriptions: you pay a fixed monthly fee per license and that's it. No hidden fees, no per-booking cuts.
What happens when I reach my client limit?
If you reach your plan's client limit, new client requests will be paused until you upgrade to a higher plan. Existing client relationships remain unaffected.
Is there a free trial for paid plans?
Yes! Every new CA automatically gets a %{days}-day free trial of our Professional plan on signup — no credit card required. After the trial you choose the plan that fits your practice, or continue on the free plan with no charges.
What payment methods are accepted?
We accept UPI, net banking, and major credit/debit cards processed securely via Razorpay. Your payment information is never stored on our servers.
