Frequently Asked Questions
Find answers to common inquiries regarding client portals, security verification, backing storages, and account permissions.
Do clients need accounts?
No. Clients do not need usernames or passwords. They access their shared compliance documents securely using single links and matching PAN card verification.
Can clients download files?
Yes. Clients can view and download permitted documents (such as GST-3B filings, ITR acknowledgments, balance sheets) on any browser/device once authorized.
Is Google Drive required?
Google Drive backing is recommended to preserve data physical ownership. TaxLocker configures isolation folders straight into your firm's corporate Google account.
Is my data encrypted?
Yes. All communications are sent over secure HTTPS, password hashes are salted via bcrypt, and document access streams through dynamic verification checkpoints.
Can I manage multiple firms?
Yes. TaxLocker supports multiple organizations and user roles (Super Admin platform controls, Organization Admins, and branch staff permissions).
Can I limit staff access?
Yes. Role-based access controls let you designate specific client folders to staff members, ensuring employee access boundaries are maintained.
What file formats are supported?
TaxLocker supports standard compliance formats: PDF, JPG, JPEG, and PNG.
Is PAN verification mandatory?
Firms can configure client verification policies. PAN verification is standard, but you can adjust custom access checks as required.
Still have questions?
Our support engineers can answer details about integrations, compliance policies, or storage connections.