TaxZeo
TaxZeo: A focused web practice suite for GST, ITR, TDS and ROC workflow management. Ranked #12 of 18 in CA Office Management Software by our editors (6.8/10); pricing: From ₹499/mo · 30-day trial; best for solo and small practices focused on tax compliance.
At a glance
- Editor score6.8 / 10
- PricingFrom ₹499/mo · 30-day trial
- Best forSolo and small practices focused on tax compliance
- Free planNo
- Task & deadline trackingYes
- Facts checked24 Sep 2026
Where it wins
- Tracks GST, ITR, TDS and ROC deadlines and status
- Client portal, document vault and GST-compliant invoicing
- Task assignment, support tickets and practice analytics
Where it doesn't
- Client limit is 50
- Listed platform is web only
- Return filing still takes place on government portals
Our verdict on TaxZeo
TaxZeo is cloud-based practice management software for Indian chartered accountants, tax consultants and CA firms. It brings client records, tax identifiers, filing history, compliance deadlines, staff tasks, document storage and client communication into one web workspace. The platform also includes a client portal, document vault, support tickets, GST-compliant invoicing, payment-status tracking, practice analytics and AI-assisted document parsing and communication. It suits solo and small practices that need structured compliance tracking rather than a standalone filing portal.
The published plans start with Solo at ₹499 per month or ₹4,999 per year, with a compliance tracker, client portal, email reminders, GST-ready invoicing and email support. Firm costs ₹14,999 per year and adds a Tally connector, team tasks and roles, plus WhatsApp support. Practice costs ₹29,999 per year and adds a firm website, AI chatbot, CRM, team tasks and roles, priority support and an onboarding call. A 30-day free trial is available without a card requirement, and the vendor lists a 15-day refund period. These tiers make the product suitable for practices that want to scale collaboration and client-facing functions without changing systems.
Its ecosystem fit is practical for firms already using Tally or WhatsApp Business, while Meta Ads is also listed as an integration. TaxZeo is delivered through the web and supports email, chat and documentation channels, with GDPR listed in its compliance posture. The main boundary is scope: it organizes deadlines, records, documents and communications, while return filing itself remains on government portals. The 50-client limit also makes it a better match for focused solo or small practices than larger firms with broader client books. Choose it for centralized compliance operations; consider alternatives if mobile access or in-product filing is essential.
TaxZeo pricing
All 3 TaxZeo plans and prices →
TaxZeo fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client limit | 50 |
| Task & deadline tracking | Yes |
| Document management | Yes |
| Client portal | Yes |
| Billing & invoicing | Yes |
| Mobile app | Not verified |
| Free trial | 30 days · no card needed |
| Money-back guarantee | 15 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | Email, Live chat, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 3 integrations: Tally, WhatsApp Business, Meta Ads |
| Pricing | From ₹499/mo · 30-day trial (source) |
| Website | zeohq.com |
| Facts checked | 24 Sep 2026 |
TaxZeo integrations
TaxZeo lists 3 integrations on its own site.
- Tally
- WhatsApp Business
- Meta Ads
Alternatives to TaxZeo
- Zoho PracticeA free-to-start, web-based suite covering client work, documents, billing and workpapers.9.8
- TaxDomeA broad practice-management hub covering client work, documents, workflows, billing, and capacity.8.2
- KarbonKarbon connects accounting-firm workflows, client work and billing in one cloud platform.7.9
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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