Which banks are supported for statement uploads?

You can upload statements from most major banks; the platform supports multiple bank accounts for easy document management.

Can a Tax Consultant manage multiple clients from one account?

Yes, a Tax Consultant can manage multiple client accounts from a single dashboard for efficient document and task management.

How can I remove my Tax Consultant’s access once connected?

When you connect a Tax Consultant, they receive full access to your documents. To remove their access, the company owner (CEO) must disconnect the Tax Consultant from the account

Is this suitable for salaried, self-employed, or business users?

Suitable primarily for business owners and small companies; less targeted for individual salaried or self-employed users.

Can my Tax Consultant extract text from uploaded images?

Yes, your CA can extract text from uploaded images for easier bookkeeping and GST tracking.