Nothing enters your books without your sign-off
TaxBook reads every invoice and bank statement with AI, runs it through your 3-level approval chain, and pushes clean entries into Tally or Zoho Books — with GSTR-2B reconciliation, TDS, 43B(h) tracking and a month-end close checklist built in.
Automate the books. Amplify Growth.
From bank statements to Tally entries — TaxBook handles the heavy lifting so you can focus on advising your clients.
AI Document Pipeline
Drop in invoices, bills and bank statements. TaxBook AI extracts every field with per-field confidence, validates GSTINs, and flags duplicates — anything under the confidence gate goes to human review, never silently into your books.
Learn moreMaker-Checker Approvals
A 3-level Preparer → Reviewer → Final Approver chain gates every entry before it can sync. Approvers can act from a single-tap WhatsApp link — no login, fully audit-logged.
Learn moreTally & Zoho Sync
Approved entries push into Tally Prime (LAN or cloud-hosted, via our connector) or Zoho Books as proper vouchers. Ledger mappings are self-serve, so sync failures get fixed in Settings — not in support tickets.
Learn moreUp and Running in 5 Simple Steps
From sign-up to automated bookkeeping in under a week. Our team guides you every step of the way.
Set Up Your Entities
Add your companies (or your clients'), team and approval policy in minutes.
Set Up Your Entities
Add your companies (or your clients'), team and approval policy in minutes.
Feed It Documents
Upload invoices, bills and statements — or let clients send them via the portal.
Feed It Documents
Upload invoices, bills and statements — or let clients send them via the portal.
AI Extracts & Flags
Every field read with confidence scores; duplicates and anomalies flagged for review.
AI Extracts & Flags
Every field read with confidence scores; duplicates and anomalies flagged for review.
Approve — Even on WhatsApp
Your maker-checker chain signs off; approvers can act from a one-tap link.
Approve — Even on WhatsApp
Your maker-checker chain signs off; approvers can act from a one-tap link.
Sync, Reconcile & Close
Vouchers land in Tally/Zoho, GSTR-2B reconciles, and month-end closes with an evidence pack.
Sync, Reconcile & Close
Vouchers land in Tally/Zoho, GSTR-2B reconciles, and month-end closes with an evidence pack.
Seamlessly integrates with your existing tools
Real Results, Real Success
Hear from CA firms and businesses that transformed their bookkeeping with TaxBook.
“Our clients can upload documents and track filing reports 24/7. It has enhanced our professional image significantly.”
“The real-time dashboards are transformative. We can now show clients clean, real-time numbers during every review meeting.”
“Converting bank statements into Tally entries across reconciliations has been seamless. It blends into our traditional accounting processes perfectly.”
Close your books with confidence, not late nights
Join thousands of Indian CAs and businesses who trust TaxBook. Start your 30-day free trial today — no credit card required.