Introducing TaxView AI Copilot 2.0→

Your Documents. Secure. Organized. Always.

TaxView is the ultimate AI-powered tax document vault. Store, auto-categorize, search, and share Form 16, investment proofs, and receipts with bank-grade security.

256-Bit AES Encryption
Auto Financial Year Vault
5 GB Free Storage
Interactive Dashboard Preview

Designed for Speed, Privacy & Precision

Experience how TaxView unifies your tax files, automates folder structures, and surfaces AI answers in seconds.

14.2 GB / 50 GB
Pro Vault
Income & Form 162
80C Investments1
80D Health1
Housing & Loan1 alert

Drag & Drop Tax Files

PDF, Scanned JPG, Form 16, Excel

Form 16 - TechCorp Inc.pdf

Salary & Form 16•2.4 MB•$84,500.00
Verified

80C Investment Certificate - LIC Premium.pdf

Investment Proofs•1.1 MB•$1,500.00
Verified

Health Insurance Premium 80D.pdf

Medical & Insurance•890 KB•$750.00
Verified

Home Loan Interest Statement.pdf

Housing & Loans•3.2 MB•$2,400.00
Action Required

Quarterly GST Sales Register Q2.xlsx

Business & GST•4.8 MB•$18,200.00
Verified

AI Tax Assistant

Live vault context

Online
Hello! I am your TaxView AI Assistant. I've analyzed your FY 2024-25 vault. You have 4 verified proofs totaling $88,650 in eligible tax deductions.
BANK-GRADE SECURITY

Built to Safeguard Your Most Sensitive Files

Tax document privacy is non-negotiable. TaxView combines AES-256 encryption with zero-knowledge access controls.

256-Bit AES Encryption

Military-grade data encryption at rest and in transit. Your tax files are unreadable to unauthorized parties.

Zero-Knowledge Vault

Only you hold the encryption keys. We do not inspect, sell, or monetize your private financial records.

SOC2 Type II Certified

Compliant with international cloud security benchmarks and strict data retention controls.

Time-Limited Passwords

Grant your accountant or CPA temporary view-only links with custom auto-expirations.

COMPLETE TAX VAULT FEATURES

Everything You Need to Manage Your Tax Documents

Organize scattered receipts, run instant OCR searches, detect unclaimed deductions, and share FY folders with your CPA.

SOC2 Certified

Bank-Grade Encryption

Zero-knowledge 256-bit AES encryption keeps your sensitive tax documents completely safe.

  • 256-Bit AES Encryption
  • Automated Redundant Backups
  • Strict Granular Access Control
Automated & Encrypted

Instant OCR & Smart Search

Find any receipt, Form 16, or tax invoice instantly with deep text optical recognition.

  • Sub-second Search Query
  • Auto-Tagging & Categorization
  • Multi-file Text Extraction
Automated & Encrypted
AI Powered

AI Tax Assistant

Ask questions, extract deductions under 80C/80D, and get instant tax audit insights.

  • Automated Deduction Finder
  • Instant Anomaly Detection
  • Interactive Tax Q&A Chat
Automated & Encrypted

Seamless CPA Sharing

Share specific financial year folders with your tax consultant via secure time-limited links.

  • Time-limited Access Links
  • Audit Access Logs
  • Role-based Permissions
Automated & Encrypted

Smart Financial Year Vault

Organize documents automatically by Financial Year (FY 24-25, FY 23-24) and categories.

  • Auto Financial Year Folder Tree
  • Income vs Expense Categorization
  • Exportable Tax Ledger PDFs
Automated & Encrypted

Service Request Tracking

Track tax filing progress, missing document requests, and notice resolutions in real time.

  • Real-time Status Pipeline
  • Push & Email Notifications
  • Direct Message Attachments
Automated & Encrypted

Ready to organize your tax files in 60 seconds?

Create your free 5 GB secure document vault today. No credit card required.

SIMPLE 3-STEP PROCESS

How TaxView Simplifies Your Tax Season

From messy PDF receipts to an organized, searchable tax vault in under 60 seconds.

01

Upload Tax Documents

Drag and drop Form 16, investment receipts, health insurance premiums, or mortgage certificates.

Automated Workflow
02

AI Instant Categorization

TaxView OCR scans text, extracts claimed deduction amounts, and places files into FY folders automatically.

Automated Workflow
03

Share or File with CPA

Generate a secure time-limited link for your tax consultant or export verified deduction summaries.

Automated Workflow
PRODUCT DEEP DIVE

Designed for Effortless Tax Compliance

Explore how TaxView handles file sorting, text extraction, deduction audits, and sharing.

Automated FY Folders

Smart Financial Year Directory Structure

TaxView analyzes document metadata and creation dates to place PDFs into structured folders (FY 2024-25, FY 2023-24, etc.) without manual drag-and-drop effort.

  • Automatic tax year tagger
  • 80C, 80D & Income subcategories
  • Duplicate document detector
TaxView Vault Copilot
Live Module
INDEXED FILE

Form16_PartB_FY2024-25.pdf

Extracted Gross Income: ₹8,45,000 • Standard Deduction: ₹50,000

MATCHED PROOF

LIC_Premium_Receipt_2024.pdf

Eligible Section 80C claim: ₹1,50,000.00 (Verified)

Transparent SaaS Pricing

Simple Plans for Smarter Tax Management

Start with 5 GB free storage. Upgrade anytime for unlimited AI tax queries, CPA link sharing, and firm client management.

Monthly Billing
Annual BillingSave 20%

Starter Vault

Essential document vault for individuals filing basic personal tax returns.

₹0/ month
  • 5 GB Encrypted Cloud Storage
  • Up to 50 Document Uploads / FY
  • Auto Financial Year Folders
  • Basic OCR Keyword Search
  • AI Tax Assistant (10 queries/mo)
  • Direct CPA Sharing Link
  • Priority Phone & Tax Support
Most Popular

TaxView Pro

Complete AI tax copilot and unlimited vault for active investors & freelancers.

₹799/ month

Billed annually at ₹9,588/year

  • 50 GB Bank-Grade Encrypted Storage
  • Unlimited Document Scans & Proofs
  • Auto Financial Year Folders
  • Deep AI Text OCR Search & Extraction
  • Unlimited AI Tax Assistant Queries
  • Time-Limited CPA Access Passwords
  • Section 80C & 80D Gap Scanner

Firm & CPA Multi-User

Designed for accounting firms managing tax vaults for multiple clients.

₹2,999/ month

Billed annually at ₹35,988/year

  • 500 GB Shared Firm Vault Storage
  • Manage up to 50 Client Tax Vaults
  • Custom Branding & Client Portals
  • Deep AI Text OCR Search & Extraction
  • Unlimited AI Tax Assistant Queries
  • Audit Trail & Compliance Logs
  • Dedicated Account Manager & API
DETAILED MATRIX

Compare TaxView Plan Features

Everything transparent. Choose the vault tier that best matches your document volume.

Vault FeatureStarter Vault (Free)TaxView Pro (₹799/mo)Firm Multi-User (₹2,999/mo)
Storage & Documents
Encrypted Storage Capacity5 GB50 GB500 GB
Document Upload Limit50 / yearUnlimitedUnlimited
Financial Year Auto-Folders
Max File Upload Size25 MB250 MB1 GB
AI & Smart Search
Smart OCR Text ExtractionBasicAdvancedEnterprise AI
AI Tax Copilot Assistant10 queries/moUnlimitedUnlimited
Unclaimed Deduction Gap Scanner
Form 16 vs Proof Matching
Security & Sharing
Encryption Standard256-Bit AES256-Bit AES256-Bit AES + SOC2
Time-Limited CPA Link Sharing
Client Management Dashboard50 Clients
Audit Trail & Activity Logs30 DaysUnlimited
GOT QUESTIONS?

Frequently Asked Questions

Learn more about encryption, AI parsing accuracy, CPA link sharing, and storage limits.

Absolutely. All files are encrypted at rest using 256-bit AES encryption and in transit using TLS 1.3. We enforce strict end-to-end zero-knowledge architecture, meaning only you and authorized CPA access pass holders can read your raw documents.
Zero Setup Required • Instant Activation

Ready to Store & Organize Your Tax Vault?

Join thousands of individuals and professionals who trust TaxView to keep their Form 16, proofs, and receipts organized.

No credit card required256-Bit AES Encryption5 GB Storage Free