Grow Your Practice With TaxNAO

Join India's leading platform connecting chartered accountants with clients. Simple, efficient, and designed to help you scale your practice.

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1000+ Potential Clients
Start Free From ₹1399/Month
0% Commission-Free

Benefits for Your Practice

Everything you need to grow your client base and streamline your workflow

Access to New Clients

Get matched with clients actively looking for tax advisors. No more expensive advertising or cold outreach.

Increase Your Revenue

Fill your calendar with qualified clients. Our platform helps you maximize your billable hours.

Simplified Scheduling

Let clients book directly through the platform. Automated reminders reduce no-shows and save your time.

Verified & Trusted

Your certification is verified and displayed prominently. Build trust with potential clients instantly.

How It Works

Start connecting with clients in four simple steps

Step 1

Create Your Profile

Set up your professional profile with specializations, languages, and availability

Step 2

Get Verified

We verify your credentials with the Chamber of Tax Advisors for client trust

Step 3

Receive Matches

Get matched with clients based on their needs and your expertise

Step 4

Grow Your Practice

Connect with clients, manage bookings, and focus on what you do best

Work Smarter with Our Tools

Everything you need to manage clients efficiently

Profile Management

Showcase your expertise, specializations, and credentials. Update your availability in real-time.

Booking System

Integrated calendar with automated booking confirmations and reminders for both you and your clients.

Document Portal

Secure document exchange with clients. GDPR-compliant storage and encrypted transfers.

Find the Right Plan

Simple, transparent pricing. No hidden fees, no commission.

Get Started

Free

Free /month
  • Up to 3 active clients
  • Basic profile listing
  • Messaging & calendar
  • Email support
Start for Free
Entry Plan

Starter

₹1399 /month
  • Up to 100 active clients
  • Profile listing
  • Messaging & calendar
  • Document management
Start Free Trial
Recommended

Professional

₹2999 /month
  • Up to 240 active clients
  • Priority listing
  • Advanced analytics
  • Professional badge
Try Professional FREE
Best Value

Business

₹6999 /month
  • Unlimited active clients
  • Highest priority listing
  • Dedicated support
  • Team management
Start Free Trial

All plans include full platform access. Upgrade or downgrade anytime.

Enterprise Plan

Custom Pricing

Maximum performance with priority support and flexibility.

  • Unlimited team members
  • Custom commission structure
  • White-label branding
  • API access & integrations
  • Dedicated support team
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Frequently Asked Questions for Tax Advisors

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 – no upfront costs, no commission. When you're ready to unlock more clients and features, upgrade to our Starter (₹1399/month), Professional (₹2999/month), or Business (₹6999/month) plan. All plans include a professional profile, secure client messaging, and appointment scheduling.
How do I verify my credentials?
During registration, you'll need to provide your ICAI membership number and certification 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 doesn't interfere with your pricing structure - our commission (if applicable to your plan) is separate and clearly stated upfront.
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 TaxNAO clients in one place. Track conversations, schedule appointments, share documents securely, and keep notes on each client. There's no limit to the number of clients you can work with through our platform.
How do I handle document sharing with clients?
TaxNAO provides a secure, DPDP Act-compliant document sharing system. Clients can upload sensitive tax documents 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.

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