TaxEye Tax Professionals
Complete Client Intelligence Platform

360° view of every client —
ITR, 26AS, AIS & AI tools

Instantly access year-wise ITR history, reconcile 26AS credits, spot AIS variances, find relevant case law with AI, and collaborate with clients through a secure portal — all without leaving TaxEye.

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ITR History 26AS Credits AIS / TIS Case Law Finder Client Portal
Trusted by Tax Professionals

Everything you need to know about every client — in one screen

Zero manual downloads Auto-reconcile 26AS & AIS AI-powered case law search Secure client collaboration
360°
Client View
ITR, 26AS, AIS linked per client
5x
Faster Research
AI case law in 3 clicks
80%
Time Saved
On client data reconciliation
Client 360 — ITR History

Year-wise ITR history
for every client, instantly

Access all years' filed returns, income schedules, tax computation, and refund status — without logging into the income tax portal every time.

AY-Wise Filing View

Track ITR-1 to ITR-7 for every Assessment Year in a unified timeline.

Schedule Drill-Down

Open income heads, deductions, capital gains, and foreign asset schedules.

Refund / Demand Tracker

Live status of refunds, demands, rectifications, and outstanding for each AY.

Notice Auto-Link

Every notice auto-linked to its AY and ITR filing for instant context.

See Client 360 in Action
Client 360 — 26AS Credits

Reconcile 26AS credits
in seconds, not hours

Auto-pull Form 26AS for each client and reconcile TDS, TCS, advance tax, and self-assessment tax against the ITR — flagging mismatches automatically.

  • Part A: TDS on salary, interest, professional fees
  • Part C: Advance tax & self-assessment tax verification
  • Part F: SFT high-value transaction flags
  • Mismatch report with one-click export to Excel/PDF
  • Auto-link mismatches to open notices for the same AY
See Reconciliation Demo
Client 360 — AIS / TIS

Spot every AIS variance
before the department does

Annual Information Statement and Taxpayer Information Summary can reveal income the department knows about. TaxEye brings it all to one screen and highlights discrepancies with the filed ITR.

Interest & Dividends

Savings interest, FD interest, dividend income cross-matched against ITR schedules.

Property Transactions

SFT property purchase/sale data reconciled against capital gains schedule.

Securities & Trades

Equity, mutual fund, and derivative transactions mapped to ITR-2/3 schedules.

Variance Alerts

Automatic flag when AIS data exceeds 10% variance from ITR declared income.

Book an AIS Review Demo
Workflow

How Client 360 works

From onboarding to complete client intelligence — four steps, fully automated.

1
Add Client & Get Consent

Send a consent request to your client. They approve once via OTP — securely authorising TaxEye to pull their portal data on your behalf.

DPDPConsentSecure
2
Auto-Pull Portal Data

ITR filing history, Form 26AS, AIS and TIS are fetched automatically from the Income Tax portal — no manual downloads needed.

IT Portal26ASAIS
3
Reconcile & Spot Gaps

TaxEye auto-reconciles 26AS credits and AIS data against the filed ITR, highlighting mismatches and variances with a detailed report.

ReconVariancesReports
4
Link to Notices & Replies

Every variance and mismatch is auto-linked to related notices for that AY — so your team has full context when drafting replies.

Auto-linkNoticesDrafts
See Client 360 Live View Pricing
AI & Templates — Case Law Finder

Find relevant case law
in 3 clicks, not 3 hours

AI-powered case law search tagged by issue, section, and forum — so you spend less time researching and more time drafting winning replies.

Issue-Based Search

Search by notice section (143(2), 148, ASMT-10) or issue keyword (disallowance, reopening, penalty). AI returns the most relevant judgments instantly.

  • Section-wise filtering
  • Issue tag taxonomy
  • Keyword + semantic search
Forum-Wise Judgments

Filter by ITAT, High Court, Supreme Court, or AAR. See favourable and unfavourable rulings side-by-side to build a stronger reply.

  • ITAT / HC / SC / AAR
  • Favourable flag
  • Citation-ready format
1-Click Insert to Draft

Found a relevant judgment? Insert the citation, ratio, and paragraph directly into your Draft Studio reply with a single click — no copy-paste.

  • Direct Draft Studio link
  • Auto-formatted citation
  • Save to matter library
AI & Templates — Client Portal

Collaborate with clients
without WhatsApp chaos

A secure, branded client portal for approvals, document requests, and status updates — replacing scattered emails and WhatsApp threads.

Approval Workflows

Send reply drafts to clients for review and digital approval before submission.

Secure Document Upload

Request specific documents with deadlines — clients upload directly to the case file.

Real-time Status Updates

Clients see the status of their notices and replies without calling your office.

Full Interaction Log

Every client action is timestamped and audit-logged — defensible and compliant.

See Client Portal Live
Why Switch

Before vs. After Client 360

See how TaxEye transforms your client data workflow — from scattered and manual to instant and automated.

Without TaxEye
Manual  ·  Scattered  ·  Slow
VS
With TaxEye
Automated  ·  Unified  ·  Instant

Log into the IT portal separately for every client to download ITR data — 10+ minutes per client

ITR
History

Auto-pull 6 years of ITR history, schedules, and refund status in seconds with one click

Manually download 26AS PDFs and reconcile column by column in Excel — hours of work

26AS
Recon

Auto-reconcile 26AS against ITR — mismatches highlighted instantly with a one-click export

AIS data downloaded as PDF — no structured comparison, easy to miss variances

AIS / TIS
Variances

Structured AIS variance report — every income category compared to filed ITR, alerts on gaps

Spend 3+ hours on Google and legal databases searching for relevant judgments

Case Law
Research

AI Case Law Finder returns top 10 relevant judgments in seconds — directly insertable into draft

Client approvals via WhatsApp or email — no record, no trail, often chased multiple times

Client
Approval

One-click approval requests via secure portal — timestamped, audit-logged, and auto-reminded

Book a Demo View Pricing
Complete Feature Set

Everything included in
Client 360 & AI Tools

Client 360 Dashboard
  • ITR history (AY 2018-19 onwards)
  • ITR form type & schedules
  • Refund / demand status
  • Outstanding demand tracker
  • Cross-AY comparison
  • Notice auto-link per AY
26AS & AIS Reconciliation
  • Auto-pull Form 26AS
  • AIS & TIS structured view
  • ITR vs 26AS recon engine
  • Mismatch highlight & report
  • SFT transaction reconciliation
  • Export to Excel / PDF
Case Law Finder
  • AI semantic + keyword search
  • Section & issue tag taxonomy
  • ITAT / HC / SC / AAR database
  • Favourable flag per judgment
  • 1-click insert to Draft Studio
  • Matter-specific saved library
Client Portal
  • Secure client login (OTP)
  • Draft approval workflow
  • Document upload requests
  • Real-time notice status
  • Timestamped audit log
  • Branded for your firm
Testimonials

What tax professionals say

Real feedback from CA firms, tax lawyers and corporate teams using Client 360.

"I had a notice from the income tax department and TaxEYE helped me respond and resolve it efficiently. Their expertise saved me a lot of trouble."

Meena Iyer
Chennai, India

"Filing returns for my NRI income was complex but TaxEYE team handled it expertly. They are knowledgeable, patient, and very supportive."

Sanjay Gupta
Hyderabad, India

"TaxEYE made my ITR filing incredibly simple. The team guided me through every step and ensured maximum refund. Highly recommended!"

Rajesh Kumar
Delhi, India
Integrations

Connects with the portals
you already use

TaxEye pulls data directly from government portals with client consent — no third-party data brokers, no manual exports.

Income Tax Portal

ITR history, 26AS, AIS/TIS, notices — pulled with consent

Live
GST Portal

GSTIN-wise notices, returns, reconciliation data sync

Live
TRACES Portal

TDS defaults, challan library, TRACES notices and replies

Live
Case Law Database

ITAT, HC, SC, AAR judgments — AI-indexed and searchable

AI-powered
FAQ

Frequently Asked Questions

Common questions about Client 360, Case Law Finder, and Client Portal.

TaxEye pulls ITR history from AY 2018-19 (FY 2017-18) onwards, subject to data availability on the Income Tax portal. All years available on the portal are fetched automatically after client consent is obtained.

After client consent, TaxEye fetches Form 26AS from the IT portal and runs a structured comparison against the filed ITR for the same AY. Every Part A (TDS), Part B (TCS), Part C (advance/SA tax), and Part F (SFT) entry is matched and flagged if there's a variance.

Yes. TaxEye's consent framework is fully aligned with the Digital Personal Data Protection Act, 2023. Clients provide explicit, specific consent via OTP for each data category. Consent can be revoked at any time, and all consent logs are maintained for audit purposes.

Case Law Finder covers ITAT (all benches), High Courts, the Supreme Court, and AAR rulings on income tax and GST matters. The database is updated continuously. You can filter by forum, year, section, and issue — and AI ranks the most relevant results first.

Yes — clients receive an OTP-based login link. They do not need to install any app. The portal is accessible via any browser and is branded with your firm's name. Clients can only see their own data and the specific items shared with them by your team.

Client 360 (ITR History, 26AS, and AIS/TIS) is included in the Professional and Enterprise plans for CA Firms and Tax Lawyers. Case Law Finder and Client Portal are available as Professional plan add-ons or included in Enterprise. View full pricing →

Still have questions about Client 360 or AI tools?

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Enterprise Security

Client data handled with
bank-grade security & DPDP compliance

Every client data pull is consent-based and encrypted. All portal access is audit-logged. TaxEye is built to be defensible at every step.

256-bit Encryption Consent-first Access Full Audit Trail Evidence Vault DPDP 2023 Compliant
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TaxEye Security Overview
Bank-grade Encryption
AES-256 at rest · TLS 1.3 in transit
DPDP Act 2023 Aligned
Consent-based data access per client
Tamper-proof Audit Trail
Every action timestamped and logged
99.9% Uptime SLA
ISO-certified infrastructure · Daily backups
Reviewed and trusted by enterprise tax & legal teams