Our approach
Tax filing involves sensitive financial information. Our process is designed to collect only what is needed, limit access and keep a clear trail of submitted details.
Current MVP setup
- Main website hosted on Vercel.
- Lead intake routed through Tally.
- Responses can be connected to a controlled Google Sheet.
- Documents should be shared only through approved channels.
Access control
Only authorised team members and assigned CA professionals should access client information. Shared sheets and folders should use restricted access, not public links.
Future client portal
For a full client portal, we plan to use stronger login-based document upload, status tracking and case-level access controls.
Avoid sending PAN, Aadhaar, bank statements or passwords over open chat unless the official secure document process is confirmed.