Meet TaraX AI employee

Your AI Client Coordinator

TaraX collects documents from your clients, downloads their GST and income-tax records, and files everything neatly. Your team steps in only when it's needed.

Book a demo How TaraX works

Takes work on WhatsApp

Download September GSTR-2B for all 24 clients and email each client their file.

On it. I'll download GSTR-2B for each client and email the file directly to them once done.

24 done and emailed to each client.

Month-end runs on follow-ups.

I send the same document reminder to 40 clients every month.
Downloaded files arrive with random names and end up in the wrong folder.
Half of deadline week goes on asking who's still pending.

TaraX takes the follow-through off your desk.

TaraX collects documents from your clients, tags each file to the right client and category, downloads GST and income-tax records, syncs everything to your Drive, and sends reminders — on WhatsApp or on a schedule. Your team steps in only when something needs a person.

Documents collected, without the chasing

TaraX sends your approved request to every client, keeps track of what comes back and follows up on what's missing.

One request for one client or all of them
Follow-ups on the timing you approve
Asks again when a file is blurred or wrong

Client documents sorted into a wooden file holder under a desk lamp

Portal records downloaded in bulk

GSTR-2B, Form 26AS and filed returns for every client, through the access your clients authorised.

Works through the GST and income-tax portals for each client
Names and tags every file to the right client and period
Emails each client their file when done

Laptop downloading client tax records on a desk at night

Every file in its place

Files are named and saved by client and period, then sent only to each client's verified contact.

One folder per client, one per period
Saved to your Google Drive automatically
Sent only to verified contacts
Your team finds files without searching

Filing drawer ordered by client and month

A handover, not just “Done”

Every job ends with what was completed, where the files are and what still needs a person. Anything with an amount waits for you.

One update per job, on WhatsApp
Messages with amounts wait for approval
Ask for any client's status, any time

Phone with an approval message beside a document ready to sign

Set TaraX up once. Then just ask.

Three things from your firm. After that, ask on WhatsApp or set a schedule — TaraX handles the rest.

1Share your client listNames, GSTIN and PAN, and a verified contact for each client.
2Connect accessThe portals, email and folders TaraX works in, as your clients authorise them.
3You stay in controlApproved wording and due dates. Anything outside them waits for you.

Limits TaraX keeps

What TaraX will never do.

Some work always stays with a qualified person.

01
NeverFiles or signs a return
Your team reviews and signs every return.
02
NeverMakes or approves a payment
Anything with an amount waits for you.
03
NeverMessages outside your instructions
Only approved wording, only to verified contacts.
04
NeverShares a client's login details
Access stays with your firm and your clients.

Practical questions

What CA firms ask before they assign TaraX real work.

Still have a question? support@humonex.com Book a demo

Which portals and channels does TaraX work with?

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.

How does TaraX pick the right client and recipient?

She matches each request to your client list and each client's verified contact. If something is unclear, like two clients named Parth, she asks before acting.

How is client data protected, and how is TaraX priced?

TaraX works only through access your firm and clients authorise. We don't sell data, and it isn't used to train AI models. See Security for the full list. Pricing depends on the work you assign; we share it on the demo call.

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