Capture
Bring documents, portal artifacts and working data into the file.
One client file. Every blocker in sight.
AI TaxBench gives CAs a local work file for evidence, approvals, portal handoff, money follow-ups and next actions.
For solo CAs and 3-20 person firms. We confirm fit, setup and access before you invest time.
Form 26AS / AIS / TIS GSTR-2B reconciliation Challan and payment proof Approval and review trail
ATB Work deskClient fileEvidenceApprovalsMoney
Mehta & Co.FY 2024-25 · GST + Income Tax
Client work file
CA reviewOpen loops before review
7Blockers12Awaiting evidence5Awaiting approval3Payments due
WorkBenchStatusNext action
ITR-3 returnComplianceIn reviewResolve 26AS credit mismatch
P&L and balance sheetEvidenceTo doLink signed PDF
GSTR-2B ITC differenceGSTBlockedAsk client for books entry
TDS certificate 26ASIncome TaxWaitingConfirm credit in return
Professional tax challanMoneyDoneKeep proof attached
Source evidence
Form 26AS imported 16 May 2025. Credit mismatch flagged for CA review before portal handoff.
Synthetic client data. Product actions remain CA-controlled.
01 / The work file
The file is the operating desk.
Not a dashboard sitting above the work. The client-period file carries the source, status, owner and next action together.
02 / Module architecture
Seven work surfaces. One client-period file.
Income Tax, GST, TDS, notices, documents, audit context and practice control stay tied to the same file.
03 / The working day
Scattered work hides statutory risk.
The usual working dayOn the bench
PDFs in foldersEvidence attached to the period
Status in someone’s headBlocker, owner and due date in view
Follow-up in chatNext action on the client file
AI answer with no trailSource, assumption and CA review
04 / One controlled loop
Match
Connect facts to Form 26AS, AIS, GSTR-2B, challans and proofs.
Route
Name the blocker, owner, due date and next action.
Review
Prepare the CA review packet before any portal handoff.
Carry forward
Keep the decision trail ready for next period or notice work.
05 / Trust
No hidden filing. No mystery AI.
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.
03Review before portal handoffConsequential work remains under CA control.
04Readable audit historyDecisions remain attributable when the file comes back.
06 / Solo to firm
Solo enough for one CA. Structured enough for a firm.
Solo CAOwn the file and do the work.
Article / juniorPrepare documents and link evidence.
ReviewerRaise queries and clear blockers.
PartnerApprove the work 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
Bring one messy file. We will walk it through.
Until the product film is live, the best demo is a real CA problem: missing proof, unclear owner, stuck approval, or a filing-period mess.
From blocker
to review
to review
Evidence linkedBlocker namedOwner assignedCA reviewed
Product walkthrough coming soon
Test it on one real client file.
Bring the messy file. Keep the CA judgment.
Trial and purchase enquiries currently open by email.