Give your clients a secure place to access GST returns, income tax documents and compliance records anytime they need them.
TaxLocker makes client document distribution secure, automated, and professional.
Store and index client compliance files securely with logical folder structures configured by assessment year and document type.
Clients access files securely via their own dedicated portal account. Self-service dashboard to view and download compliance documents.
Track every document upload, client preview request, PAN entry attempt, and administrative access event with timestamps and IP records.
Run multiple CA firms, accounting practices, or tax consultant partnerships under one platform with complete data isolation.
Directly connect and backup document stores to your own corporate Google storage account, preserving physical ownership of your data.
Granular administrative rights for Super Admins, Organization Admins, and Staff. Assign specific client scopes per staff member.
Set up your account and securely serve clients in five simple steps.
Establish your firm profile, branding credentials, and database partition.
Register client contact coordinates and map their PAN cards for secure verification.
Upload GST returns, ITR filings, audit reports, or invoices into organized folder maps.
Clients receive credentials automatically or custom set by your organization administrator.
Clients login anytime to view, preview and download all their current and future compliance documents.
We employ strict cloud isolation practices to guarantee safety for CA firms and taxpayers.
Clients log in securely with Email + Password or PAN + Password, keeping their data safe and private.
Strict permission check boundaries between admin roles, staff users, and customers.
Real-time records of all interactions. Exportable csv logs for audit accountability.
Documents stream from backing vaults dynamically. Direct cloud paths are never exposed.
Document keys and storage directories are secured with industrial encryption protocols.
Complete separation of metadata, logs, settings, and tables between CA organizations.
Join modern CA firms and tax professionals using TaxLocker to securely manage GST and Income Tax documents.