Capture
Bring documents, portal artifacts and working data into the file.
Every client file. Every blocker. Ready for CA review.
AI TaxBench is a local-first workbench for Indian CAs to organise evidence, deadlines, approvals, payments and next actions across Income Tax, GST and practice work.
For solo CAs and 3-20 person firms. Trial and purchase enquiries are both open, and we confirm fit before setup.
Form 26AS / AIS / TIS GSTR-2B and books evidence Challan and payment proof Approval trail before handoff
Income TaxGSTTDS
Mehta & Co. FY 2024-25 · Income Tax
Pending CA review 7Blockers12Awaiting evidence5Awaiting approval3Payments due
Form 26ASAIS/TISP&L signedBank statement missing
WorkBenchStatusNext action
26AS credit mismatchIncome TaxBlockedAssign review
Missing bank statementDocumentsWaitingAsk client
Draft ITR approvalApprovalsPendingPartner review
Advance tax challanMoneyReadyAttach proof
Source note
26AS imported 16 May 2025. Credit mismatch flagged for 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.