EZTaxPractice: Tax Practice Management Software
EZTaxPractice helps Indian Chartered Accountants and accounting firms manage workflows and client data. It is designed for firms looking to use cloud document storage and automate repetitive tax preparation tasks.
At a glance
- Category
- Finance & Accounting
- Best for
- Indian Chartered Accountants, Small to medium accounting firms, Tax practitioners
- Pricing
- A free plan is available for up to 2 team members and 100 clients. The Enterprise plan is priced at ₹1500 per user for 2 years or ₹2000 per user per year, providing 50 GB of storage.
- Key use cases
- Tax Workflow Automation, Client Document Organization, Compliance Tracking, Client Communication
- Official website
- eztaxpractice.com
EZTaxPractice is a practice management platform built for tax practitioners in India. It is designed to help accounting firms move away from manual tracking by centralizing client communication, task assignments, and document storage.
The tool is aimed at Chartered Accountants and small to medium-sized accounting firms. It provides features to help organize day-to-day operations, such as reusable work templates for common tasks and a dedicated client portal for progress tracking.
For the Indian market, the software includes compliance tools such as GST verification and Digital Signature Certificate (DSC) expiry tracking. It also includes a website creation tool called EZwebsite to help firms establish an online presence.
Buyers should confirm if their team size fits within the free tier or if the Enterprise plan is required for larger client volumes and increased cloud storage.
Key Features
Supports the creation of reusable work templates for similar tasks and allows communication to be attached to specific tasks.
Provides cloud storage for client files and supports online editing for Word and Excel documents.
Designed to centralize GST status information and supports bulk validation of GSTINs.
Tracks Digital Signature Certificate expiry dates and provides reminders for renewals.
Allows clients to track the progress of their work and communicate with the firm.
A communication feature for sending messages to team members and clients.
A tool for creating a business website to help generate leads.
Use Cases
Using reusable templates to set up repetitive tax preparation tasks and assign them to team members.
Storing client information and documents in a cloud environment with AWS security.
Monitoring GST status and DSC expiry dates to help avoid delays in filing and renewals.
Using the client portal and broadcast tools to provide status updates and resolve client questions.
Best For
Pricing
A free plan is available for up to 2 team members and 100 clients. The Enterprise plan is priced at ₹1500 per user for 2 years or ₹2000 per user per year, providing 50 GB of storage.
FAQ
It is designed for Indian tax practitioners, including Chartered Accountants and accounting firms.
There is a free plan for up to 2 team members and 100 clients. The Enterprise plan is available at ₹1500 per user per 2 years or ₹2000 per user per year.
Yes, it includes features for GST verification and the bulk validation of GSTINs to help practitioners track client status.
Source category: Finance & Accounting
Source subcategory: Tax Software
