Collect
Bring documents and working data into the client file.
The client file,
finally under
control.
Know what is blocked, what proof is missing, who owns the next action, and what is safe to move forward.
For solo CAs and firms with 3–20 staff. We will confirm fit, setup and access by email.
ATB Work deskClientsDocumentsSettings
Mehta & Co.FY 2024–25
Client work file
CA reviewWhat needs attention
WorkBenchStatusNext action
Bank statementsEvidenceWaitingLink source file
Form 26AS reviewIncome TaxIn reviewResolve credit mismatch
GSTR-2B reconciliationGSTBlockedRerun reconciliation
Client approvalApprovalWaitingReview draft with client
Illustrative product view using synthetic client data.
01 / The work file
Bring every client file to the bench.
Not another dashboard to check. A working file that tells the practice what needs to happen next.
02 / Module architecture
Seven benches.
One client file.
Move through the work without losing the source, the owner or the next action.
03 / The working day
If the work is scattered,
the risk is invisible.
The usual working dayOn the bench
Files across foldersEvidence linked to the work
Status in someone’s headBlocker and owner in view
Follow-up in chatNext action on the client file
AI answer with no trailSource, assumption and CA review
04 / One controlled loop
Review
Link facts to sources and keep uncertainty visible.
Resolve
Raise queries, assign owners and record decisions.
Approve
Let the CA review the trail before work moves forward.
Remember
Keep decisions and evidence attached for the next period.
05 / Trust
CA control is not a setting.
It is the system.
01Local-first work filesYour client files stay in your workspace. You decide what leaves.
02Evidence before confidenceSources stay visible when the product explains or drafts.
03Explicit review before actionConsequential work remains under CA control.
04Readable audit historyDecisions remain attributable when the file comes back.
06 / Solo to firm
Start with one desk.
Grow into a practice.
Solo CAOwn the file and do the work.
JuniorPrepare and link evidence.
ReviewerReview, query and approve.
PartnerSign off and stand behind it.
One client file. Same context. Clear accountability at every step.
07 / Straight answers
What a CA usually asks first.
Who is AI TaxBench for?
AI TaxBench is for solo Indian CAs and CA firms with roughly 3-20 staff who need one controlled client work file for tax and practice work.
What does AI TaxBench help a CA control?
AI TaxBench helps control client files, source evidence, blockers, approvals, money follow-ups, deadlines, ownership and next actions.
Does AI TaxBench file returns automatically?
No. Filing, portal handoff, evidence acceptance and consequential actions remain explicit CA-controlled steps.
Can I start with a trial and purchase later?
Yes. Trial and purchase enquiries are both available by email, and fit is confirmed before access is set up.
08 / Product film
See a client file move
from blocker to review.
A guided product walkthrough is being prepared. Until then, bring us one real workflow and we will walk it through with you.
From blocker
to review
to review
Evidence linkedBlocker namedOwner assignedCA reviewed
Product walkthrough coming soon
Put one client file
on the bench.
Start with real work. Keep the judgment with the CA.
Trial and purchase enquiries currently open by email.