How different users work with Tax Sahayogi

From basic tax understanding to structured drafting and firm-wide review workflows, Tax Sahayogi adapts to the way you work.

Business Users

Tax feels difficult, unclear, and stressful.

What they use

  • Ask Tax
  • Drafting Studio (basic)
  • Document Writer
  • Word/PDF export

What they get

  • Simple explanations
  • Help understanding notices
  • Guided basic replies
  • Business/legal document drafting support

Scenario: Understanding a GST notice

The user uploads a notice, understands what it means in simple language, and exports a first structured response for advisor review.

Tax Professionals

Time goes into repetitive drafting and context switching.

What they use

  • Ask Tax with context
  • Drafting Studio
  • Drafting Rules
  • Style Library
  • Client & Entity context
  • Cases & Notices

What they get

  • Faster draft preparation
  • Cleaner structure
  • Reusable style
  • Supporting document guidance
  • Client-wise organized work

Scenario: Drafting a reply in firm style

The professional uses prior-reply style rules and client context to generate a structured draft aligned to established firm tone.

Firms

Work gets scattered across people, files, and approvals.

What they use

  • Firm workspace
  • Shared context
  • Shared templates
  • Review flow
  • Export history
  • Admin logs

What they get

  • Better control
  • Accountability
  • Consistency
  • Cleaner review process
  • Structured client operations

Scenario: Creating a POA linked to case history

The team drafts a POA using Document Writer, exports it, and keeps it linked to the client case and activity timeline for future traceability.

See your workflow in action

Book a guided walkthrough for your segment or start a demo and explore at your own pace.

AI helps with drafting speed. Final filing still requires human review.