• Quick guide (10 min)
• Detailed guide — every screen

TaxCorp Practice — quick guide (10 minutes)

Practice runs a CA office from the first enquiry to the receipt: clients, recurring compliance work, a no-login upload link for clients, GST invoices and collections, and AI that drafts and answers over your own records.

Everything you see is your firm's data only. Money never passes through TaxCorp — invoices carry your bank account and UPI.

1. Set up (once, 5 minutes)

1. Open /practice → Set up my practice. If you already belong to a TaxCorp firm the practice is created on it; otherwise a solo firm is created.
2. Settings → Firm profile: legal name, PAN, tick GST registered, GSTIN, state code, address, e-mail and phone. These print on every invoice. Save.
3. Settings → Numbering & bank: bank name, account, IFSC and UPI ID (the invoice PDF shows a scan-to-pay QR for the balance). Invoice numbers run INV/2026-27/0001 and restart every April.
4. Settings → Staff & roles: add colleagues who are already members of your TaxCorp firm as Partner / Manager / Staff / Accounts — or upload a Staff sheet (name, e-mail, role) on the Import page; colleagues without a TaxCorp login get one by e-mail. Staff never see fees.
5. Services are already there — 31 standard services (GSTR-1/3B, TDS returns, ITR, tax audit, ROC, PF/ESI…) with due-date rules, checklists and the documents to ask the client for. Edit fees if you like.

2. Bring your clients (2 minutes)

Dashboard → Import (or Clients → Import).

• Excel: download the template, fill any of the Clients, Contacts, Engagements, Staff, Services and Leads sheets, upload. The preview shows new / existing / skipped / error per row before anything is written. An OpeningOutstanding value becomes an opening-balance invoice so ageing is right from day one.
• CSV: a single list exported from your old software (clients, staff, services or enquiries) uploads as .csv — the type is read from the headers.
• Tally: Display → List of Accounts → Export as XML. Ledgers under Sundry Debtors become clients with GSTIN, PAN and address; tick take debit closing balances as opening outstanding.

Or add one client with New client.

3. Tell it what you do for each client

Open the client → Engagements → Add engagement: pick the service, the GSTIN it applies to, the start period (2026-04), the fee and how you bill (monthly / quarterly / annual / per task).

The moment you save, one task per period appears for the next 60 days — statutory date from the compliance calendar (holidays shifted), internal date a few working days earlier. Every night the engine tops up.

4. Run the month from the Work board

Work shows open · overdue · this week · docs awaited · review · filed. Open a task:

• Documents from the client lists what the service needs. Click Upload link for the client and send it on WhatsApp (Remind writes the message and mints the link for you). The client uploads from a phone — no login. Each document ticks off; when nothing is pending the task moves to In progress by itself.
• Tick the checklist, log hours, move the status: Not started → Docs awaited ⇄ In progress → Review → Client approval → Filed. Attach the filing proof.

5. Bill and collect

Billing:

• Drafts appear by themselves when a billing cycle completes (or a per-task job is filed). Press Generate drafts on the Drafts tab to do it now, or New invoice for anything else.
• Open a draft → Issue. The number is allocated, the document freezes, GST is CGST+SGST or IGST from the state codes, and the PDF carries your bank details and a UPI QR.
• Record receipt: amount received + TDS deducted. Both settle invoices oldest-first. The TDS receivable tab is your 26AS reconciliation list.
• Mistake on an issued invoice? Credit note — never edit. Never paid? Write off (Partner only).

The Outstanding tab is the ageing: 0–30 / 31–60 / 61–90 / 90+ with a statement PDF per client.

6. Enquiries → proposals → clients

Leads → Paste enquiry: paste the e-mail or WhatsApp text; AI fills the form; check and save. Add a Proposal, pick services from the catalogue (typed-in names become engagements automatically when the proposal is accepted), Draft text with AI, PDF, mark sent. On accepted → create client the client, its engagements, first tasks and an engagement letter are created in one click.

7. Ask and Brief

Ask answers questions over your own records — "which clients have documents pending?", "who owes more than 50,000 for over 60 days?", "draft a WhatsApp reminder for Priya Nair's GSTR-3B documents". It reads; it never changes anything. Brief me on a client page gives a one-paragraph brief before a call.

8. Every day, in two minutes

1. Dashboard tiles: overdue tasks, due this week, documents awaited, outstanding.
2. Work → docs awaited → Remind the slow ones (the daily job also e-mails reminders — Settings → Reminders).
3. Billing → Drafts → issue what is ready; Outstanding → chase 30+ days.

That is the whole loop. The detailed guide covers every screen, the roles, the rules behind invoices and receipts, and what the AI may and may not do.