How you work with TaxNAO
Your practice, in one place
From the first client enquiry to the finished return — one continuous workflow.
Engagements as cases
Every engagement as a structured case — tasks, documents and status at a glance. Workflow stages and a board show where every case stands.
Documents & records
Clients upload documents securely; everything stored in India, DPDP-aligned.
Appointments & reminders
Schedule consultations and send automatic reminders.
Secure messaging
Message clients in-platform — no email clutter, the full thread kept on the engagement.
One engagement in TaxNAO
Year-end books for Sharma Textiles
How Iyer & Associates runs the FY 2024-25 filing for a client — from the first invoice to a filed return, all in one place.
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Case created
FY 2024-25 filing · Sharma Textiles Pvt Ltd
One structured case holds every task, document and the history of the engagement.
GST reconciliation TDS review ITR filing -
Documents uploaded
The client uploads securely
The client adds documents themselves — stored securely, no email attachments.
Bank_statements_FY25.pdf Sales_register.xlsx Purchase_invoices.zip -
Nexum AI
Books summarized in seconds
I've summarized the sales and purchase registers and flagged three invoices with GST mismatches over ₹40,000. Shall I draft a query to the client?
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Client message
The March purchase bill is still missing its GST invoice. Could you add it?
Done — just uploaded it. ✅
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Appointment set
Pre-filing review
15 July, 10:00 · video call, reminder sent automatically.
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Filed on time
Return submitted
The client sees the status in real time — no chasing by email.
Nexum AI
Your AI co-pilot — in every engagement
Nexum drafts replies, summarizes documents and researches. You stay in control and approve every draft.
- Draft replies Nexum pre-writes client messages and emails — you review and send.
- Summarize documents Long documents and threads distilled to the point in seconds.
- Research faster Ask about the matter and get a well-founded draft as a starting point.
- In the client's language Write content automatically in your clients' preferred language.
Find the Right Plan
Simple, transparent pricing. No hidden fees, no commission — and every plan includes Nexum AI.
Free
- Up to 3 active clients
- Basic profile listing
- Messaging & calendar
- 20,000 Nexum AI credits / month
- AI models: Fast
- Email support
Starter
- Up to 100 active clients
- Profile listing
- Messaging & calendar
- 2,000,000 Nexum AI credits / month
- AI models: Fast
- Document management
Professional
- Up to 240 active clients
- Priority listing
- Advanced analytics
- 5,000,000 Nexum AI credits / month
- AI models: Fast, Standard, Pro
- Professional badge
Business
- Unlimited active clients
- Highest priority listing
- Dedicated support
- 13,000,000 Nexum AI credits / month
- AI models: Fast, Standard, Pro, Max
- Team management
All plans include full platform access. Upgrade or downgrade anytime.