New: free Study Hub with 34 source-linked guides →

Back-office precision for CA firms, under your name.

We prepare file-ready Tally books, bank reconciliations, GSTR-1/3B working, GSTR-2B reconciliation, TDS working and backlog clean-up. Your team reviews and files. We never ask for portal passwords.

  • GST-registered company, ITC on our invoices
  • Zero portal passwords
  • Two-person review on every pack
  • White-label, your brand
Delivery pack · SAMPLE Traders · Aug 2026SAMPLE DATA
Matched212
Missing in 2B7
Missing in books3
Value mismatch2
Supplier GSTINInvoiceTaxable ₹Tax ₹Status
27AAACX0000X1Z1INV-223148,5008,730Matched
27AABCY0000Y1Z2SY/11812,0002,160Missing in 2B
29AADCZ0000Z1Z3KA-090796,25017,325Matched
27AAECW0000W1Z4W-55127,8001,404Value mismatch
24AAFCV0000V1Z5GJ/334031,4005,652Missing in books
Reviewed by a second preparer · 4 queries for your team · Ready for your review
Services

What we prepare, so your team can review.

You stay in charge of review, filing and the client relationship. We handle the careful, repeatable preparation.

Tally books

Sales, purchase, expense, bank and journal vouchers with correct GST ledgers and party masters, delivered as a Tally XML import file or worked in your data file.

SalesPurchaseBankJournal

GSTR-2B reconciliation

Purchase register vs 2B/IMS: matched, missing-in-2B, missing-in-books and value mismatches, with a vendor follow-up list your team can act on.

GSTR-1 / 3B working

Summaries, HSN table and liability computation, ready for your review before filing.

Bank reconciliation

Statement vs books to zero unexplained difference. Open items listed, never guessed.

TDS working

Deduction schedule with Income-tax Act 2025 sections and payment codes, challan tracker and quarterly statement working.

Backlog clean-up

Pending months brought up to date and reconciled, oldest and most time-sensitive periods first, since GST returns can't be filed more than three years after their due date.

Business apps with live books

For fuel stations, hotels, restaurants, shops and more. The app keeps the books up to date every day. We build and run it; TaxFalcon owns it. The client pays a one-time setup fee and a monthly fee.

Live dataDaily booksTally-ready

Websites for CA firms

A professionally designed website for your firm, with photography, built and maintained by us. Content is kept within ICAI guidelines, and your firm approves everything before launch.

Your scope, a fixed quote

Something that doesn't fit a plan? Describe the work and the number of clients, and we reply with a fixed quote, with no hourly billing surprises.

Workflow

From your digital files to a file-ready pack.

Automation does the heavy lifting. People do the checking.

  1. You share

    Digital bills, bank statements, Tally backup and the 2B file, in one shared folder per client.

  2. Extract

    GSTIN, invoice number, date, taxable value, tax and HSN read automatically from digital files.

  3. Tally XML

    Mapped to your ledger names and built as a Tally import file.

  4. Auto checks

    Duplicates, GSTIN format, rate mismatches, 2B differences and bank breaks flagged.

  5. Human review

    A trained reviewer checks every entry and every flag before delivery.

  6. Delivery pack

    Import file, reconciliations, GST/TDS working and a short query list for your review.

Checklist

What we need from you.

Anything digital works. No portal logins needed.

  • Bank statements as PDF or Excel from net banking
  • Sales and purchase bills in digital form: PDF, e-invoice, Excel or scanned PDF
  • Last Tally backup, if the client has one
  • GSTR-2B file downloaded by your firm, plus TDS details and opening balances
  • We can't accept handwritten records, or photos and photocopies of paper documents
Trust

Clear boundaries, in writing.

Verifiable company details, a GST invoice for every engagement, and practical data security.

TaxFalcon Private LimitedPrivate limited company · Registered in Karnataka
CINU70200KA2025PTC212546
GSTIN29AAMCT5726B1Z6
InvoicesGST tax invoice: ITC available to your firm where eligible

What we DO

  • Prepare books, reconciliations and GST/TDS workings for your review
  • Work to your ledger names, templates and checklists
  • Review every entry with a second person before delivery
  • Flag unclear items on a query list instead of guessing
  • Sign an NDA and data-processing terms before any data moves
  • Stay invisible to your clients: white-label, your brand

What we DO NOT do

  • File returns or sign anything on anyone's behalf
  • Ask for or hold GST, income-tax or bank portal passwords
  • Touch DSCs, UDINs or certification work
  • Contact your clients unless you ask us to
  • Share fees with CA firms or pay referral commissions
  • Claim certifications we do not hold

No passwords

Portal data (e.g. 2B downloads) comes from your team or the client. We work only from what you share.

Need-to-know access

Each client folder is open only to its assigned preparer and reviewer, and access is removed at engagement end.

2-step verification

Individual company accounts with 2-step verification. No shared logins; individual confidentiality undertakings.

Retention & deletion

Working copies returned or deleted at engagement end, per the agreed retention period.

DPDP-aligned terms

We act as a data processor for your firm under written terms, with breach notification and activity logs, in line with the DPDP Act, 2023 and Rules, 2025.

Business apps · example: fuel stations

The TaxFalcon fuel-station app, live books every shift.

Fuel outlets generate hundreds of small cash, UPI, card and credit transactions every day. The app captures them at shift close, so the books your firm reviews are complete and reconciled. The same approach works for hotels, restaurants, retail and other businesses: we build and run the app, and TaxFalcon owns it.

  • Shift sales: nozzle-wise meter readings × price
  • Tank stock: dip vs book stock with variance tracking
  • Credit customers: vehicle-wise slips, running ledgers, monthly statements
  • Cash, UPI, card & bank: expected vs actual, shift-wise shortage/excess
  • Owner alerts: unusual shortages, edited readings, missing deposits. Transparent records protect honest staff too.
  • Tally-ready: daily summaries flow into the monthly books

Read: why fuel is outside GST but the outlet isn't

Shift closeSAMPLE Fuels · Shift B · 14:00–22:00
Petrol1,842.5 L
Diesel2,315.0 L
Expected collection₹3,96,410
UPI / Card₹2,11,900
Credit slips (14)₹61,250
Cash counted₹1,22,760
Difference– ₹500
Shortage above the ₹200 limit. Owner notified.
SAMPLE DATA · ILLUSTRATIVE SCREEN
FAQ

Questions CA firms ask first.

Do you file returns or need our portal logins?

No. We prepare workings and books for your team to review. Your firm files. Portal downloads such as GSTR-2B come from your team or the client; we never ask for or hold GST, income-tax or bank passwords.

Will our clients know you exist?

No, unless you want them to. We work under your firm's name, to your templates and ledger naming, and we don't contact your clients unless you ask us to.

Can we claim ITC on your fees?

We issue a GST tax invoice from TaxFalcon Private Limited (GSTIN 29AAMCT5726B1Z6). Input tax credit is available to your firm where the conditions of the CGST Act are met.

How do you keep client data safe?

NDA and data-processing terms before any data moves, need-to-know folder access, individual accounts with 2-step verification, and deletion or return of working copies at engagement end. We don't claim certifications we don't hold.

Can you work to our own scope?

Yes. Tell us the scope of work and the number of clients, and we reply with a fixed quote. Custom additions to our business apps are taken up once at least 10 clients or users onboard for them.

What do we need to send?

Digital files only. Bank statements as PDF or Excel. Bills as PDF, e-invoice, Excel or scanned PDF. The last Tally backup, if there is one. The GSTR-2B file, TDS details and opening balances. We can't accept handwritten records, or photos and photocopies of paper documents.

How do the business apps work?

We build and run the app. We don't sell it; TaxFalcon owns it. It works for fuel stations, hotels, restaurants, shops and more, and keeps the books up to date every day with live data. Each client pays a one-time setup fee and a monthly fee. We share pricing by email.

How do we try it?

Send one client's month of data. We return a full delivery pack for your team to review. Pricing and the partner order form are shared with CA firms by email.

Is the Study Hub really free?

Yes, for students, firms and anyone else. Every guide cites official sources and shows when it was last reviewed. It's educational, not professional advice, so verify before acting.

Judge the work before you decide.

Send one client's month of data. We'll return a full delivery pack for your team to review. Pricing and the partner order form are shared with CA firms by email.

hello@taxfalcon.co.in