TAX2WIN

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.

Name

TAX2WIN

Legal name

TAX2WIN

Website

https://www.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

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

• Income tax filing
• Tax compliance software
• GST registration services
• TDS return filing
• Tax planning tools

Headquarters

HQ city

Jaipur

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. 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.
3. 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.
4. TDS Solution (TDS2WIN): Cloud-based e-TDS solution for filing quarterly TDS returns and generating Form 16/16A for businesses.
5. Tax Consultancy Services: One-time consultation fees for tax planning, advance tax calculation, and tax regime selection advisory services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers10 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature5 records

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct 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

• Xx.com/tax2win
• YouTubeyoutube.com/channel/UCI5JZW94yuU6pxH6yKTwuOw/featured
• Facebookfacebook.com/tax2win
• LinkedInlinkedin.com/company/tax2win-12063910b
• Instagraminstagram.com/tax2win

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TAX2WIN