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TaxzPro Partner Opportunity
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🏢
1,00,138
Registered CA Firms
👨‍💼
1,83,642
Professionals Employed
📊
72.6%
Sole Proprietorships
🚀
₹4,800Cr
Market Opportunity

Who Are These 1 Lakh Firms?

72% are sole proprietors with 1 CA — exactly the firms that need affordable practice management.

72.6%
72,696 firms
Sole Proprietorship
73,365 people employed
21.7%
21,750 firms
2—3 Partner Firms
51,868 people employed
3.6%
3,563 firms
4—5 Partner Firms
16,931 people employed
2.1%
2,129 firms
6+ Partner Firms
41,478 people employed
Source: ICAI Official Data, October 2025 — via TheFinanceStory / ETCFO

Pick Your State

See the opportunity in your region — numbers based on ICAI regional distribution (South 20%, West 32%, North 19%, Central 21%, East 8%).

CA Firms
Firms on Excel / Manual
Annual Revenue Potential

📊 What If We Capture...

📍 All Cities & Towns

City Tier Est. Firms Potential / Year

Simple, Transparent Pricing

Plans that grow with the firm. Start small, scale up.

Starter
Up to 50 clients
₹2,000/mo
₹24,000 / year
  • GST Filing & Returns
  • Client Portal
  • WhatsApp Notifications
  • Document Collection
  • 1 Staff User
Enterprise
Unlimited clients
₹10,000/mo
₹1,20,000 / year
  • Everything in Professional
  • Multi-firm Support
  • Priority Support
  • Custom Integrations
  • Unlimited Staff Users

📈 Revenue Growth Simulator

What does the business look like as we scale? Drag the sliders to model different scenarios.

Firms Onboarded 25 firms
Average Plan Value ₹5,000/mo
Monthly Revenue (MRR)
₹1,25,000
Annual Revenue (ARR)
₹15,00,000
3-Year Projection
₹45,00,000
Growth Milestones
Year 1 Target
50 firms
₹30L ARR
Year 2 Target
200 firms
₹1.2Cr ARR
Year 3 Target
500 firms
₹3Cr ARR
💰 How Much Does Each Firm Save?
🟢 Tier 3 Firm
Solo CA · 50—100 clients · 1 staff
Data entry staff₹15,000/mo
WhatsApp follow-ups₹5,000/mo
Errors & rework₹3,000/mo
Current cost₹23,000/mo
TaxzPro (Starter)₹2,000/mo
Monthly Savings
₹21,000
91% cost reduction · ₹2.5L/year saved
🟠 Tier 2 Firm
2—3 Partners · 200—500 clients · 3—5 staff
Data entry (2 staff)₹30,000/mo
Client coordination₹12,000/mo
Errors & compliance risk₹8,000/mo
Current cost₹50,000/mo
TaxzPro (Professional)₹5,000/mo
Monthly Savings
₹45,000
90% cost reduction · ₹5.4L/year saved
🔴 Tier 1 Firm
4+ Partners · 500+ clients · 8—15 staff
Data entry (4 staff)₹60,000/mo
Client ops & follow-ups₹25,000/mo
Software licenses₹15,000/mo
Current cost₹1,00,000/mo
TaxzPro (Enterprise)₹10,000/mo
Monthly Savings
₹90,000
90% cost reduction · ₹10.8L/year saved

Why This Opportunity Is Real

The market conditions are perfect for a product like TaxzPro.
🏜️

Zero Competition in Tier 2/3

ClearTax and IRIS focus on enterprise. No one is building affordable, modern practice management for the 72,696 sole-proprietor CA firms.

📱

WhatsApp-First = Instant Adoption

CAs already live on WhatsApp. TaxzPro meets them where they are — no training needed, clients onboard themselves.

🔄

Recurring SaaS Revenue

Every firm pays monthly. Revenue compounds as we grow. High retention because switching costs are real once a firm is onboarded.

🎯

Network Effect in CA Community

CAs talk to CAs. One happy firm in Vizag leads to 5 more referrals. The CA community is tight-knit — word spreads fast.

This Isn't a Slide Deck — The Product is Live

10+ features shipped, live in production, real users.
GST Return Filing (GSTR-1, 3B)
Client Self-Service Portal
WhatsApp Notifications & Reminders
Document Collection via WhatsApp
AI Document Intelligence (OCR)
Multi-firm Staff Portal
Work Item Tracking & Deadlines
Progressive Web App (Mobile + Desktop)
Tally Integration (In Progress)
ITR Filing Module (Q2 2026)

Onboarding a Firm Takes 24 Hours

No training, no IT setup, no hardware. Just 3 simple steps.
1

Sign Up & Import

Firm signs up, imports client list from Excel/CSV. We set up their branded portal automatically.

⏱ 30 minutes
2

Clients Get WhatsApp

Each client receives a WhatsApp message with their portal link + PIN. They upload documents from their phone.

⏱ Automatic
3

Firm Goes Live

Staff starts processing GST returns, tracking work items, and managing clients — all from one dashboard.

⏱ Same day

Why No One Else Is Doing This

The market has either enterprise-only tools or outdated software. TaxzPro fills the gap.
Feature TaxzPro ClearTax Saral GST Zoho Practice Excel + WhatsApp
Target Audience Small & Mid CA Firms Enterprise / Direct Desktop Users Generic SMBs Everyone
WhatsApp Notifications ✓ Built-in Manual
Client Self-Service Portal ✓ Branded Generic
Document Collection ✓ WhatsApp + Portal Email only Manual
AI OCR Intelligence
Mobile PWA ✓ Works Offline Web only Desktop only Web only
Practice Management ✓ Work Items + Deadlines
Tier 2/3 City Focus ✓ Primary market ✗ Enterprise Somewhat ✗ Generic
Pricing ₹2,000—10,000/mo ₹15,000+/mo ₹5,000 one-time ₹8,000+/mo Free (but costly)

🎯 Go-to-Market Strategy

A phased approach targeting the lowest-hanging fruit first.
🤝

CA Branch-Level Demos

ICAI has 164 branches across India. Start with AP & TS branches — demo at monthly meetings, CPE seminars. One demo = 20—40 CAs in the room.

Phase 1 — Month 1—3
📱

WhatsApp Referral Loop

Every onboarded firm's clients get WhatsApp messages with TaxzPro branding. Clients ask their other CAs "why don't you use this?" — organic viral loop.

Phase 1 — Built-in
🏆

Champion CA Model

Identify 1 respected CA per city. Onboard them for free. Their endorsement brings 10—20 firms. CAs trust other CAs more than any ad.

Phase 2 — Month 3—6
🌐

State-by-State Rollout

Dominate AP & TS first (10,400 firms). Then expand to Karnataka, Tamil Nadu, Maharashtra. Each state gets a dedicated sales push.

Phase 3 — Month 6—12

📊 Unit Economics

The numbers that make this a sustainable, scalable business.
Customer Acq. Cost
₹2,500
Demo + onboarding time
Avg. Revenue / Firm
₹4,000
Blended ARPU/month
Lifetime Value (LTV)
₹1.44L
36 months avg. tenure
LTV : CAC Ratio
57:1
Anything >3:1 is great

Key Assumptions

  • Payback period: < 1 month (first payment covers CAC)
  • Monthly churn: ~2% (high switching cost once clients are onboarded)
  • Expansion revenue: Firms upgrade as client count grows (Starter → Professional)
  • Gross margin: ~85% (SaaS, minimal infrastructure cost per firm)

👥 Founding Team

The people behind TaxzPro.

AK

Anil Kancharla

Founder & CTO
Product-minded technologist with 15+ years in enterprise software and cloud architecture. Serial builder — took TaxzPro from concept to production. Deep expertise in Azure Cloud and SaaS product design.
RK

Ramesh Kollepara

Co-Founder — Operations & Growth
Operations, integrations, and growth lead. Drives end-to-end delivery — from Tally integration to client onboarding workflows. Manages vendor coordination, quality assurance, and partner outreach to fuel market expansion.
RK

Ramesh Kancharla

Co-Founder — Sales, Growth & Finance
Practising Chartered Accountant running his own CA firm — the first user and the inspiration behind TaxzPro. Brings real-world domain expertise, a direct CA network across AP and TS, and drives lead generation and client onboarding.

💬 Early Traction & Social Proof

Where we are today — pre-launch, product-market fit validated.
1
Anchor CA Firm (Live)
50+
Clients Managed
10+
Features Shipped
2
States (AP & TS)
🟢 Live product — not a prototype or MVP slide deck
"We moved from Excel to TaxzPro and the difference is night and day. My clients get WhatsApp updates automatically — I don't have to chase them anymore."
CA Ramesh Kancharla
Practising CA, Sathupally
"The client portal means my clients upload documents themselves. I used to spend hours collecting invoices — now it's zero effort on my side."
Early Adopter Feedback
AP/TS Region
"ClearTax charges ₹15K+ and doesn't even give clients their own login. TaxzPro does everything at a fraction of the cost."
Market Comparison
Competitive Research

🚀 What We're Looking For

Product is built. Market is proven. We need the right partner to scale.
💰

Seed Capital

₹25 Lakhs for 12-month sales runway

₹25L
🤝

Sales Partnership

Lead state-level sales in AP/TS using your CA network

20% Rev Share
📣

Introductions

Connections to ICAI branch heads & CA association leaders

Network Access

📋 Use of Funds — ₹25 Lakhs / 12 Months

👥 Sales Team (2 people) ₹7.2L
📢 Marketing & CA Events ₹6L
☁️ Infra & Azure Scaling ₹3.6L
✈️ Travel & Client Demos ₹3L
🛡️ Working Capital Buffer ₹5.2L

📈 Path to Self-Sustaining

Month 3
25 Firms
₹1L MRR
Month 6
50 Firms
₹2L MRR
Month 8
75 Firms
₹3L MRR ✓ Break-even
Month 12
150 Firms
₹6L MRR 🚀 Profitable

At ₹4K ARPU & ₹2.5K CAC — business becomes self-sustaining by month 8

🎯 What the Partner Gets

10%
Equity Stake
20%
Revenue Share on Firms You Bring
Board
Advisory Seat

If you bring 150 firms × ₹4K ARPU × 20% = ₹1.44L/month recurring income — on top of equity upside

The Bottom Line

1,00,138 CA firms. 72,696 sole proprietors. ₹4,800 Cr market opportunity.
Product is built, live, and working. The only thing missing is sales execution — and that's the biggest lever.