TAX2WIN
Tax2Win is a Jaipur-based AI-assisted online tax filing platform serving 1+ million Indian taxpayers with DIY and chartered-accountant-assisted ITR e-filing, capital gains, GST, TDS, NRI, and tax notice services since 2015.
- Company typePrivate
- Founded2015
- HeadquartersJaipur, India
- Headcount101–250
- GTM typeB2C
- OfferingSoftware
What TAX2WIN does
Tax2Win is an India-based online tax filing platform founded in 2015 and headquartered in Jaipur, operating at the intersection of consumer fintech and compliance SaaS. The company's core product is an AI-assisted income tax return (ITR) e-filing platform that serves Indian resident taxpayers, Non-Resident Indians, freelancers, capital gains investors, small businesses, and tax notice recipients. Its technology stack uses AI for structured data extraction from Form 16 PDFs and broker statements, automatic ITR form selection, old-vs-new tax regime comparison, STCG/LTCG computation across equity, mutual funds, F&O, and cryptocurrency, and real-time error validation. The platform integrates with 20+ brokers including Groww, Zerodha, and Upstox, and pre-fills data from government databases (Form 26AS, AIS/TIS). It is authorized by the Income Tax Department and ISO certified.
The company operates a hybrid self-serve/assisted model. The DIY tier is priced at ₹678-₹1,787 per filing depending on income slab, while the CA-assisted (eCA) tier ranges from ₹2,314 for standard salaried returns to ₹12,704 for foreign income/DTAA cases. Adjacent revenue lines include GST registration and return filing (₹599-₹2,499), the TDS2WIN enterprise TDS solution, NRI tax filing, capital gains advisory, tax notice resolution, and the Tax Planning Optimizer tool. According to the company, 1+ million users have filed on the platform, achieving ₹2,500 crore in cumulative customer tax savings and 100,000+ tax notice resolutions, with a 4.8/5 Google rating across 10,000+ reviews.
Tax2Win distributes exclusively online (tax2win.in) with a direct-to-consumer motion supported by content marketing, SEO, 20+ free tax calculators, and social media channels. Corporate 'association' relationships with major Indian employers and fintechs (SBI Bank, Google Pay, Paytm, ICICI Bank, IndusInd Bank, PhonePe, Darwinbox, Bajaj Finserv, ICICI Securities, BenefitHub) provide an emerging B2B2C distribution channel. Leadership includes co-founders Abhishek Soni and Vertika Kedia, IT Director Shishant Todi, and Director of Tax Research & Operations Kamal Murarka (with the company since inception). The company has raised a single disclosed funding round of $1M in July 2016 and appears to have been bootstrapped since, reaching 101-250 employees.
TAX2WIN firmographics
Firmographics- Name
- TAX2WIN
- Legal name
- TAX2WIN
- Website
- https://tax2win.in
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Tax2Win is a Jaipur-based AI-assisted online tax filing platform serving 1+ million Indian taxpayers with DIY and chartered-accountant-assisted ITR e-filing, capital gains, GST, TDS, NRI, and tax notice services since 2015.
- Ownership category
- akta.pro rank
TAX2WIN industry classification
Industry- Product category
- Tax Filing Software
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)
- SIC
- Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)
- akta.pro secondary industries
- Tax Return Filing, Processing & Assessment (BPAIADAC), Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ), Excise, VAT/Sales Tax & Indirect Tax Administration (BPAIADAH), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
Keywords
Where TAX2WIN is headquartered
LocationHeadquarters
- HQ city
- Jaipur
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
TAX2WIN business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- DIY ITR Filing Fees: Users pay a platform fee to file income tax returns themselves using AI-powered tools. Tiered pricing based on income levels: Standard (0-5L) at ₹678, Advance (5-10L) at ₹870, Premium (10L+) at ₹1,787 after discount.
- Expert CA-Assisted Filing: Users pay for personalized assistance from chartered accountants who handle document collection, tax computation, and filing. Plans range from Standard (₹2,314) to Capital Gain (₹6,351) to NRI (₹9,528) after discounts.
- GST Services: GST registration starting at ₹999 and return filing services ranging from ₹599 for NIL returns to ₹2,499 for businesses with turnover above 2 crore.
- TDS Solution (TDS2WIN): Cloud-based e-TDS solution for filing quarterly TDS returns and generating Form 16/16A for businesses.
- Tax Consultancy Services: One-time consultation fees for tax planning, advance tax calculation, and tax regime selection advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | DIY Self Filing - Standard (Income 0-5L) |
| Subscription | Pay-as-you-go | DIY Self Filing - Advance (Income 5-10L) |
| Subscription | Pay-as-you-go | DIY Self Filing - Premium (Income 10L+) |
| Subscription | Pay-as-you-go | CA-Assisted - Standard |
| Subscription | Pay-as-you-go | CA-Assisted - Multiple Form 16 |
| Subscription | Pay-as-you-go | CA-Assisted - Business Income (Deluxe) |
| Subscription | Pay-as-you-go | CA-Assisted - Capital Gain |
| Subscription | Pay-as-you-go | CA-Assisted - NRI |
| Subscription | Pay-as-you-go | CA-Assisted - Foreign |
| Subscription | Pay-as-you-go | GST Registration |
| Subscription | Monthly | GST Return Filing - NIL Return |
| Subscription | Monthly | GST Return Filing - Turnover < 2 Cr |
| Subscription | Monthly | GST Return Filing - Turnover > 2 Cr |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
TAX2WIN product offering
Product offeringCore offering
TAX2WIN is an AI-powered online platform that enables Indian taxpayers to file income tax returns (ITR) through both DIY self-service tools and expert CA-assisted filing. The platform provides automated ITR form selection, pre-filling from Form 26AS and government databases, real-time validation, and integrations with 20+ brokers for capital gains computation. It also offers GST registration and filing, TDS solutions, tax planning tools, and advisory services for individuals and businesses.
Product overview
Tax2win is a comprehensive online tax filing platform offering a modular portfolio of AI-powered products centered around income tax return (ITR) e-filing for Indian taxpayers. The core offering consists of Self ITR Filing (DIY) and CA Assisted ITR Filing (eCA) — two primary channels for ITR submission — supplemented by specialized add-on services including Tax Planning Optimizer, NRI Tax Filing, Capital Gain Tax Filing, Tax Advisory Services, Revised/Belated/Updated ITR Filing, Income Tax Notice Assistance, HUF Registration, GST Services, and TDS Solution. The platform also provides a suite of 20+ tax calculation tools (HRA Calculator, 80C Calculator, 80D Calculator, Cryptocurrency Tax Calculator, Old vs New Tax Regime Comparison, etc.) that support the core filing products. The ecosystem is anchored by AI-powered automation for data extraction (Form 16, broker statements), pre-filling from government databases (Form 26AS), auto ITR form selection, and intelligent error detection, with 20+ broker integrations enabling direct P&L import for capital gains computation.
Differentiator
Problem solved
Functional benefit
Products and services
- Self ITR Filing (DIY)
Quantifiable outcome
- 1+ million trusted users have filed ITR on the platform
- +4 more outcomes
Companies that use TAX2WIN
Customer profileNamed customers10 records
Segments7 records
Ideal customer profiles4 records
TAX2WIN technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability4 records
Feature5 records
TAX2WIN partnerships and signals
Strategic signalScale indicators8 records
Recent moves6 records
Expansion highlights5 records
TAX2WIN competitors and assessment
Company assessmentDirect peers
- Quicko: Quicko is an Indian tax-filing and compliance platform for individuals and businesses, covering ITR, GST, and TDS. Closely comparable DIY plus assisted offering serving similar retail taxpayer segments.
- ClearTax: ClearTax is India's most prominent online tax filing platform offering DIY ITR, CA-assisted, GST, and business compliance services. Direct head-to-head competitor with overlapping product surface and target customers.
- TaxBuddy: TaxBuddy provides online and assisted ITR filing along with tax planning tools for Indian taxpayers. Comparable value proposition targeting salaried and self-employed individuals.
- myITreturn: myITreturn is an online ITR e-filing platform for Indian individual taxpayers with expert-assisted plans. Competes directly with Tax2win's DIY and CA-assisted tiers.
Emerging players
- Refrens: Refrens offers invoicing, bookkeeping, GST, and tax compliance tools for freelancers and small businesses. Adjacent product targeting a segment of Tax2win's freelancer/SMB users.
- Winman Software (GSP): Winman is an Indian compliance software vendor offering TDS, e-TDS returns, and related tax products. Comparable to Tax2win's TDS2WIN enterprise offering in customer base and product category.
- Masters India: Masters India specializes in GST software, e-Way Bill, and indirect tax compliance for businesses in India. Partial overlap in GST registration and return filing services for SMEs.
Broad incumbents
- H&R Block India operations: H&R Block is a global tax preparation franchise that has offered services to Indian consumers in various forms. Broad incumbent with overlapping DIY and assisted tax filing customer category, though not India-native.
- Zoho Books: Zoho Books is a full-stack accounting and GST compliance suite for Indian SMBs from Zoho's broader productivity portfolio. Overlaps with Tax2win's GST/TDS offerings but serves SMBs more deeply on bookkeeping.
Others
- Khatabook/OkCredit (compliance adjacencies): Indian SMB fintech apps for bookkeeping and invoicing that have been expanding into GST and tax-compliance workflows. Thematically adjacent ecosystem serving the same small business audience.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TAX2WIN social profiles
Digital presenceTAX2WIN compliance and trust
Trust signalCompliance1 record
TAX2WIN financial estimates
Financial estimateRevenue estimate
Valuation estimate
TAX2WIN leadership team
Management profileNumber of profiles
Profiles4 records
TAX2WIN funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TAX2WIN M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TAX2WIN
What does TAX2WIN do?
TAX2WIN is an AI-powered online platform that enables Indian taxpayers to file income tax returns (ITR) through both DIY self-service tools and expert CA-assisted filing. The platform provides automated ITR form selection, pre-filling from Form 26AS and government databases, real-time validation, and integrations with 20+ brokers for capital gains computation. It also offers GST registration and filing, TDS solutions, tax planning tools, and advisory services for individuals and businesses.
Is TAX2WIN a public or private company?
TAX2WIN is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TAX2WIN founded?
TAX2WIN was founded in 2015. It employs 101 to 250 people.
Where is TAX2WIN based?
TAX2WIN is headquartered in Jaipur, India, in the Asia region.
How does TAX2WIN make money?
Five revenue lines are on record. DIY ITR Filing Fees are the primary driver. The others are expert CA-Assisted Filing, GST Services, TDS Solution (TDS2WIN) and tax Consultancy Services.
Who are TAX2WIN's main competitors?
Direct peers on record are Quicko, ClearTax, TaxBuddy and myITreturn. Emerging players are Refrens, Winman Software (GSP) and Masters India. Broad incumbents are H&R Block India operations and Zoho Books. Khatabook/OkCredit (compliance adjacencies) is listed as an others.
Does TAX2WIN have an API?
No public API is recorded for TAX2WIN.
What industry is TAX2WIN in?
TAX2WIN's product category is Tax Filing Software. Its primary akta.pro industry code is BPAIADAO, Revenue Systems, E-Filing & Digital Tax Administration, with a secondary code of BPAIADAC, Tax Return Filing, Processing & Assessment. Its NAICS code is 5412 and its SIC code is 7374.