Frequently Asked Questions

The first meeting is typically a discovery session where your CA learns about your tax situation, business structure, income sources, and specific concerns. Come prepared with relevant documents (previous ITRs, Form 16, income statements, TDS certificates). The CA will explain their approach, answer questions, and provide an estimate for their services.

Fees vary by CA and service complexity. Common structures include hourly rates (₹1,000-5,000/hour), fixed packages (e.g., ₹5,000 for ITR filing), or monthly retainers for ongoing business advisory. Always discuss and agree on fees before starting work. TaxNAO doesn't add any additional fees - you pay the CA directly.

Yes! Many CAs on TaxNAO specialize in urgent cases and last-minute ITR filings. When searching, you can filter for CAs with quick response times and same-week availability. Be aware that rush services may incur additional fees, which the CA will discuss with you upfront.

Common documents include: Aadhaar, PAN card, previous ITRs, Form 16/16A, salary slips, bank statements (with interest certificates), investment proofs (80C, 80D), Form 26AS, TDS certificates, property documents, and business records if applicable. Your CA will provide a specific checklist during your first consultation based on your situation.

TaxNAO serves both! We connect individual taxpayers (salaried employees, freelancers, NRIs) with CAs specializing in personal tax returns, as well as businesses (startups, SMEs, proprietorships, partnerships) needing comprehensive tax planning, GST compliance, auditing, and bookkeeping services.

Yes, ICAI-certified chartered accountants have the legal authority to represent you before the Income Tax Department. They can file your ITRs, respond to notices, attend assessments on your behalf, and handle tax audits - giving you peace of mind and professional representation.

If issues arise, first communicate your concerns directly with your CA - many issues can be resolved through open dialogue. If you remain unsatisfied, you can end the relationship at any time and search for a new CA on TaxNAO. We also provide support to help mediate any disputes.

All documents shared through TaxNAO are encrypted end-to-end and stored securely on Indian servers complying with the DPDP Act 2023. Only you and your chosen CA can access your documents. Chartered accountants are also bound by professional confidentiality under ICAI regulations and the Chartered Accountants Act, 1949.

Yes! Many NRIs, overseas workers, and global businesses use TaxNAO to find Indian chartered accountants. You can conduct consultations via video call, share documents digitally, and manage everything online. Many CAs specialize in NRI taxation, FEMA compliance, and cross-border tax issues.

TaxNAO connects you with clients actively searching for chartered accountant services. You'll get a professional profile page, appear in relevant searches, and receive direct inquiries from potential clients. Our platform handles marketing and client acquisition so you can focus on what you do best - providing excellent tax and accounting advice.

Start completely free with our Basic Plan (₹0/month) – no upfront costs, just a 15% commission when you successfully connect with clients. Once you see the value and want to maximize your earnings, upgrade to our affordable Plus Plan (₹3,999/month) or Pro Plan (₹7,499/month), both with 0% commission so you keep 100% of your fees. All plans include a professional profile, secure client messaging, and appointment scheduling.

During registration, you'll need to provide your ICAI membership number and certificate details. We verify all credentials with the Institute of Chartered Accountants of India to maintain platform quality. The verification process typically takes 2-3 business days. You'll be notified via email once approved.

Yes, you have complete control over your pricing. You can set hourly rates, package prices, or custom fees based on service complexity. TaxNAO doesn't interfere with your pricing structure - our commission (if applicable to your plan) is separate and clearly stated upfront.

When a client expresses interest in your services, you'll receive an instant email notification and a message in your dashboard. You can review the client's needs, respond directly through our secure messaging system, and schedule a consultation at a mutually convenient time.

No, you're not obligated to accept every inquiry. You can review client details and choose whether to respond based on your availability, expertise, and client fit. We encourage timely responses (within 24 hours) to maintain high client satisfaction and improve your profile ranking.

Absolutely! Our dashboard allows you to manage all your TaxNAO clients in one place. Track conversations, schedule appointments, share documents securely, and keep notes on each client. There's no limit to the number of clients you can work with through our platform.

TaxNAO provides a secure, DPDP Act-compliant document sharing system. Clients can upload sensitive tax documents (ITRs, Form 16, bank statements, etc.) directly to your shared workspace, and you can request specific documents as needed. All files are encrypted and only accessible to you and your client.

You can easily toggle your availability status in your profile settings. When marked as 'unavailable' or 'on vacation,' your profile won't appear in new client searches, but existing clients can still message you. You can reactivate anytime without losing your profile or reviews.

While rare, if issues arise, TaxNAO provides mediation support. Both parties can contact our support team, and we'll help facilitate communication and find a fair resolution. We maintain chat logs and documentation to support dispute resolution while respecting professional confidentiality under ICAI guidelines.