For CA firms

Deadline week, cancelled.

TaraX collects documents from every client, tags each file to the right client and category so nothing gets lost, downloads GST and income-tax portal records, sends reminders — and hands everything to your team, organised and ready to review.

Stacks of client files and tax notices on a desk under a lamp at night

TaraX · Client Coordinator

Download September GSTR-2B for all clients and email each one their file.

Done24 downloaded · emailed to all clients

Sounds familiar?

Month-end runs on follow-ups.

The same document reminder goes to 40 clients every month, one message at a time.
TaraXOne request reaches every client on WhatsApp, and TaraX follows up only on what's still missing.
Client documents arrive in different names and folders — sorting them takes hours every month.
TaraXTaraX tags every file to the right client and month automatically, so everything is where you expect it.
Downloading GSTR-2B for 30 clients means 30 separate portal sessions.
TaraXTaraX downloads and names every file, then emails each client their copy — one request, all done.
Half of deadline week goes on asking who's still pending.
TaraXAsk TaraX for any client's status, any time, on WhatsApp.
GST reminders and client wishes go out manually, one by one.
TaraXTaraX sends deadline reminders or occasion wishes to your full client list in one go.
Use cases

What your firm can hand over.

Recurring work that follows the same steps for every client, every month.

Inbox sync and document collection

TaraX
Runs automatically

TaraX syncs your inbox continuously from the day you connect.

TaraX does
  • Picks up new documents from the connected inbox
  • Tags each file to the correct client and category
  • Saves everything organised, ready for your team to review
You get

Done18 documents collected · tagged and filed

Scheduled GSTR-2B download — 14th every month

TaraX
You set up once

Download GSTR-2B for all clients on the 14th of every month and email each one their file.

TaraX does — automatically
  • Runs on the 14th without a reminder from you
  • Downloads and names every file by client and month
  • Emails each client their copy directly
You get

Done24 downloaded · emailed to all clients

Sharing portal documents

TaraX
You ask

Send Parth his AIS, TIS and Form 26AS for 2026–27.

TaraX does
  • Matches Parth to your client list
  • Downloads AIS, TIS and Form 26AS for 2026–27
  • Sends all three to his verified contact
You get

Done3 files sent to Parth's verified contact

Reminders and client outreach

TaraX
You ask

Send a GSTR-3B reminder to all clients for November.

TaraX does
  • Sends the reminder to every client on your list
  • Logs bounces and flags any that didn't deliver
You get

Done24 sent

Your people start at review.

A wall calendar lit by a desk lamp at night

The due dates stay fixed. The scramble doesn't have to.

One request, every client

Brief once on WhatsApp; the work runs across your whole list.

Your team starts at review

Qualified people spend their time checking and signing, not chasing.

Tagged to the right client and category

Every document linked to the correct client and category — nothing misfiled, nothing to sort manually.

Nothing goes out unapproved

Approved wording, verified contacts, and amounts wait for you.

Security

Your clients' data, handled like you would.

AI employees work only through the access your firm and clients authorise, and every output waits for your team.

Read how we keep client work safe
  • Logins never sharedAccess stays with your firm and your clients.
  • Verified contacts onlyFiles go only to each client's verified contact.
  • Never used to train AIClient data isn't sold and doesn't train AI models.
Questions from CA firms

Before you assign real client work.

Still have a question?support@humonex.comBook a demo
Which portals and channels are covered?

You send work on WhatsApp and get updates there too. TaraX works through the GST and income-tax portals, your firm's email and shared folders, and any other channels you connect. We walk through the full list with you before you start.

Does anything get filed without us?

No. AI employees never file or sign a return and never make or approve a payment. Your team reviews and signs every output.

How is it priced?

Pricing depends on your firm and the work you assign. We share it on the demo call.

Book a demo

See Humonex on your own work

A 30-minute call with a person from Humonex. We'll walk through TaraX or RiyaX on the work your team repeats every month.

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