TaxzPro

1

Opening — Set the Context

⏱ 2 min

▶

💬 Say

"Let me show you how TaxzPro can transform your GST compliance workflow."
"Right now, most CA firms juggle 6+ tools — Tally, Excel, GST Offline Tool, WhatsApp, the portal, email. Staff make round trips to client offices just to collect invoices. We replace all of that with one platform — a firm portal for your team, a client portal for engagement, and a mobile app for anywhere access."
"I'll walk you through a real filing workflow — from client data to GSTR-1 submission — in about 20 minutes."

"What if your team could file a GST return in 5 minutes instead of 90?"

2

Login & Partner Dashboard

⏱ 2 min

▶

🖱️ Do

Open the portal URL → show the login page
Log in as Partner (Ramesh Kancharla / Admin account)
Land on the Dashboard

💬 Say

"As a Partner, you see everything at a glance — clients, pending tasks, team workload, upcoming deadlines."
"No more calling each staff member to ask 'where are we with so-and-so's return?'"

👉 Point Out

Client count, pending work items, team members
Navigation sidebar — clean, simple sections

"This one screen replaces the 5 WhatsApp groups you use today for status updates."

3

Client Management

⏱ 3 min

▶

🖱️ Do

Go to Clients section
Show the client list — search, filter by service
Click a client to show detail page
Show CSV import option (mention: "import all 200 clients in one click")

💬 Say

"This firm has 364 real clients loaded — you can search, filter, see GSTIN, services, contact info."
"When you onboard, we import your entire client list from a CSV. No manual entry."
"Every client has their own profile — services assigned, contact details with +91 formatting, linked work items."

👉 Point Out

Phone numbers formatted with +91 prefix
Service tags on each client
WhatsApp button to message client directly

4

Staff & Role Management

⏱ 2 min

▶

🖱️ Do

Go to Staff section
Show the team: Partner, Senior Accountants, Junior Accountants
Click a staff member to show their detail page

💬 Say

"You define your team structure — Partners, Senior Accountants, Junior Accountants."
"Each role sees only what they need. Juniors see their assigned clients. Partners see everything."
"Staff can be imported via CSV too — add your whole team in minutes."

💡 Tip: This firm has 7 staff members — 1 Partner, 3 Senior Accountants, 3 Junior Accountants. Point out how the Partner sees all clients while staff see only theirs.

5

Work Items & Task Workflows

⏱ 3 min

▶

🖱️ Do

Go to Work Items
Show the kanban/list view — filter by status, assignee, client
Open a work item → show sequential steps, checklists, status transitions

💬 Say

"Every filing task becomes a structured work item — with clear steps, deadlines, and assignments."
"Junior collects data → Senior reviews → Partner approves. Each step has a checklist."
"Nothing falls through the cracks. If a deadline is approaching, the system flags it."

👉 Point Out

Status badges (Draft → In Progress → Review → Completed)
Assigned staff name & role
Due dates and priority indicators

"This is how you go from 'I think someone is working on it' to knowing exactly where every return stands."

6

⭐ Smart GST Filing — The Star Demo

⏱ 5 min · This is the main event

▶

💬 Set Up

"Now let me show you our #1 differentiator — the Smart Excel Parser."
"You know the pain: your client sends a Tally export, you spend 45-90 minutes reformatting it for the GST Offline Tool. Wrong column names, .xls vs .xlsx issues, cryptic errors..."
"Watch what happens with TaxzPro."

🖱️ Do

Go to GST Filing → select a client
Click Import Excel
Upload a Tally-export or any Excel file
Show the Smart Parser auto-detecting columns
Show row-level validation — green rows (valid), red rows (errors with clear messages)
Fix an error inline
Click Export JSON → file is ready for GST Portal
Click Export to Tally → "This exports the data back to Tally, so Tally stays your source of truth"
Show AI Document Import → upload a scanned invoice/PDF → "Azure AI extracts all the data automatically"

👉 Point Out

Column auto-mapping — no manual header matching
Accepts both .xls and .xlsx
Real-time validation with specific error messages (not "Column Headers Missing")
B2B, B2CS, CDNR — all invoice types handled
HSN summary auto-generated
Powered by Azure AI Document Intelligence for scanned docs
GSTR1 fully automated today — GSTR3B, GSTR9 coming next
Coming soon: One-click filing directly to GST Portal — no downloading JSON and re-uploading

"What used to take 45–90 minutes now takes under 5. No reformatting. Azure AI reads even scanned documents. And soon — one click to file directly to the GST Portal. No more downloading JSON and uploading again."

💡 Pro tip: Have 2-3 different Excel formats ready (Tally export, Busy export, custom format) AND a scanned PDF invoice. Upload each one to prove format-agnostic capability + AI power. This is the "wow moment."

7

Secure Credential Vault

⏱ 2 min

▶

🖱️ Do

Open a client's credentials section
Show the encrypted vault — password hidden by default
Show OTP-based credential sharing (mention: "no more passwords on WhatsApp")

💬 Say

"Every client's GST portal credentials are stored encrypted — bank-grade security."
"Staff can access when needed, but there's a full audit trail. You always know who accessed what and when."
"No more sticky notes, no more passwords floating around on WhatsApp."

8

WhatsApp Integration

⏱ 2 min

▶

🖱️ Do

Go to a client detail page → click Send WhatsApp
Show template message options (filing reminder, document request, confirmation)
Send a test message to the sandbox number

💬 Say

"Send WhatsApp messages to clients directly from TaxzPro — filing reminders, document requests, confirmations."
"All messages are logged against the client. No more searching through personal WhatsApp chats."
"Powered by Twilio — reliable, professional, with message delivery tracking."

💡 Tip: Use sandbox number +91 98851 63459 for live demo. Pre-join the sandbox so the message arrives on your phone in real time — very impressive for the audience.

9

Client Portal & Mobile App — Anywhere, Anytime

⏱ 3 min

▶

🖱️ Do

Show the Client Portal — "This is what your clients see"
Show: client can upload documents, check return filing status, communicate with firm
Pull out your phone → open the PWA (already installed to home screen)
Show the login → dashboard → clients → work items on mobile
Show how it works on iPad/tablet too

💬 Say

"Your clients get their own portal — they can upload invoices and documents directly. No more sending staff to collect documents. No round trips. No phone calls asking 'please send your invoices'. Even tier 2/3 city clients can use it — it's that simple."
"Your staff can check status, update tasks, message clients — all from their phone, from anywhere, anytime."
"It's a Progressive Web App — installs like a native app, no App Store needed."
"Partners can check firm status on their iPad while in a meeting or on the go."

👉 Point Out

Client portal — simple enough for non-techie clients in any city
Home screen icon — looks and feels like a native app
Push notifications for task assignments and deadlines
Responsive on phone, tablet, desktop — true anywhere access

10

Closing — ROI & Next Steps

⏱ 3 min

▶

💬 Say

"Let me quickly summarize what you've just seen..."
"One platform: firm portal for your team, client portal for engagement, mobile app for anywhere access."
"GSTR1 is fully automated today. Azure AI reads even scanned documents. And soon — one-click filing directly to the GST Portal. No more downloading JSON and re-uploading."
"GSTR3B, GSTR9, and more returns are coming. We keep adding features every sprint."
"You can export data back to Tally — so Tally remains your source of truth. No disruption to your existing workflow."
"Your staff stop making field visits to collect documents. Clients upload directly to the portal. No round trips, no calls."
"For a 100-client firm: save 300+ hours a month, need 60% fewer staff on compliance, eliminate penalty risk."
"For a 200-client firm: that's ₹18–25 Lakh in annual savings."
"Onboard more clients without hiring more staff. Scale your practice, not your headcount."
"Free Starter plan for up to 50 clients. Professional at ₹4,999/month — less than one junior accountant."

💬 Close With

"Would you like to start a 14-day free trial? We can import your client list today and have you up and running this week."

"₹4,999/month to save ₹18 Lakh/year. The math speaks for itself."

💡 Handle objections:
• "We're too small" → Free plan covers 50 clients, grow when ready
• "Our staff won't learn" → Modern UI, 10-min training, works like WhatsApp
• "Data security?" → Azure cloud, encrypted, Indian data center, audit trail
• "What about Tally?" → Import Tally exports directly + export data back to Tally. Keep Tally as source of truth.
• "Our clients aren't tech-savvy" → Client portal is dead simple. Designed for tier 2/3 city users. The world is evolving fast.

🎤 TaxzPro — Live Demo Script

Demo Overview

🎯 Demo Checklist — Before You Present