Live Platform Walkthrough

Let's Discuss Your Firm's Document Management Needs

Book a personalized demo and see how TaxLocker helps tax professionals securely manage GST returns, income tax documents, client records and compliance files.

Secure Client PortalPAN VerificationAudit LogsGoogle Drive Integration

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Demo FAQs

Common Questions About TaxLocker Demos

Here is what practitioners typically ask before getting started.

What happens during the demo?

Our product consultant will show you how to configure database partitions, map folders for client GST/ITR files, and verify clients via PAN.

Do clients need to register?

No. Clients access their documents using single-use secure links and PAN card matching. No accounts or password management needed.

Can we use our own Google Drive?

Yes. TaxLocker connects directly via OAuth2 to backup compliance records inside your own corporate Google workspace directories.

How long does onboarding take?

Following the demo, we manually provision your firm's partition within 24 hours. Your team can begin uploading files immediately.