Your Tax Practice, Fully Organized
From GST filings to income tax returns, manage your entire tax consulting practice from one dashboard. Collect client documents, track deadlines, and run your team — without the spreadsheet chaos.
Sound Familiar?
Deadline chaos during filing season
GST returns, advance tax, TDS — every month brings a new deadline. Without a centralized calendar, due dates slip through and clients face penalties.
Clients send documents piecemeal
You ask for 10 documents, they send 3 today and 4 next week via different channels. Tracking what's received and what's pending becomes a full-time job.
No professional web presence
Potential clients searching for 'tax consultant near me' can't find you. Without a website, you rely entirely on word-of-mouth referrals.
Features Tax Pros Actually Use
Every feature built with tax consultants workflows in mind.
Compliance Calendar
Pre-loaded GST, IT, TDS, and advance tax deadlines. See what's due this week, this month, and this quarter at a glance.
Client Document Portal
Clients upload documents to their secure portal. You see what's been submitted and what's still pending — no more email chains.
Filing Task Tracker
Create tasks for each return filing. Assign to team members, set due dates, and track progress from submission to acknowledgment.
Tax Consultant Website
Professional templates with sections for your services (GST, IT, TDS consulting), testimonials, and a contact form to capture inquiries.
Tax Updates Blog
Publish articles on budget changes, GST updates, and tax-saving tips. Build authority and attract organic search traffic.
Client Pipeline
Track new inquiries from referral to signed engagement letter. Never lose a lead because you forgot to follow up.
How Tax Pros Use Zortal Daily
GST Return Filing Workflow
Client uploads invoices and documents to the portal. You create a task for the filing, assign it to a team member, and track it through completion. The compliance calendar ensures you never miss the deadline.
Tax Season Client Management
Send portal invites to all clients at the start of the season. They upload Form 16, AIS, and investment proofs. You track submissions in one dashboard instead of 200 WhatsApp conversations.
Building Your Practice Online
Publish a professional website with your services, blog tax updates, and let new clients find you through search. Your contact form feeds directly into your CRM pipeline.
Simple, Transparent Pricing
Start free, upgrade as you grow. No hidden fees.
Free
For individuals and small teams
Free forever — no credit card required
- GPS Attendance & Check-in
- Task Management
- Leave Management
- Expense Tracking
- Work Journal
- 1-Page Website
- 20 AI Chats/month
Base
For small businesses going online
Billed annually at ₹2,999/yr incl. GST
- Everything in Free, plus:
- Multi-page Website
- Custom Domain & SSL
- Blog (5 posts)
- CRM (20 leads)
- Invoicing
- Appointments & Booking
- Forms (3)
- 100 AI Chats/month
Pro
For growing businesses
Billed annually at ₹9,999/yr incl. GST
- Everything in Base, plus:
- Blog (50 posts)
- CRM (200 leads)
- Forms (20)
- Compliance Calendar
- Remove Branding
- 2 Custom Domains
- Unlimited AI Chats
Max
For established businesses
Billed annually at ₹29,999/yr incl. GST
- Everything in Pro, plus:
- Unlimited Blog & CRM
- Unlimited Forms
- WhatsApp Integration
- API Access
- Dedicated Support
Frequently Asked Questions
Start Free Today
No credit card required. Set up your business platform in under 5 minutes.