What SAG Infotech does

SAG Infotech Private Limited is a Jaipur, Rajasthan-based software company founded in 1999 (legally incorporated in 2010) that builds tax, payroll, and statutory compliance software for India's practicing chartered accountants (CAs), company secretaries (CSs), HR professionals, and small-to-mid-sized businesses. Its product suite includes Genius (income tax), Gen GST, Gen Payroll, Gen CompLaw (MCA/V3 compliance with Azure AI-based document extraction), Gen XBRL, EazeMax, and GenCodex (an AI-based low-code/no-code platform). The platform integrates directly with Indian government portals — MCA, GSTN, Income Tax, EPFO, ESIC, and TRACES — and ships with a Form Manager library of approximately 1,000 legal forms; the company is ISO 27001:2013 certified. It maintains 40,000–60,000+ clients across 500+ brands including Rajasthan Patrika, Fortis, Parle, Whitehat Jr, AU Small Finance Bank, and Railtel.

The business operates on a one-time license model with separate annual updation fees: Genius is priced around ₹22,000 (₹15,000 installation + ₹7,000 updation), Gen GST around ₹7,000, Gen Payroll ₹17,000–25,000, and Gen CompLaw around ₹29,000. Distribution is hybrid — direct online sales, a dealer network, and TV advertising in continuous use since 2015 — and the company has extended into adjacent offerings including SAG RTA (Registrar and Transfer Agent services), SAG Academy (training), and Gen CA Portal (website themes). Headcount is reported at 251–500 employees; the company is privately held, bootstrapped, and headquartered in Jaipur with a pan-India customer base.

Name

SAG Infotech

Legal name

SAG Infotech Private Limited

Website

https://saginfotech.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

251–500 employees

Short description

SAG Infotech is a Jaipur-based, bootstrapped Indian software company providing tax and compliance software — including Genius, Gen GST, Gen Payroll, Gen CompLaw, and GenCodex — to chartered accountants, company secretaries, and SMBs, serving 40,000–60,000+ clients via one-time licenses and annual updation fees.

Ownership category

akta.pro rank

Product category

Tax Compliance Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

akta.pro secondary industries

Embedded Tax, Accounting & Invoicing Finance (FSAGALAJ), Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• Tax compliance software
• GST filing software
• Payroll management software
• Income tax preparation
• MCA e-filing software

Headquarters

HQ city

Jaipur

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licenses (One-time Purchase): SAG Infotech primarily generates revenue through one-time software license sales with installation fees. Customers pay upfront for software installation and then optionally for updates/updations as new versions are released. This is the core revenue model for all Gen software products including Genius, Gen GST, Gen Payroll, and Gen CompLaw.
2. Software Updations: Recurring revenue from software updates/updations as tax laws and government compliance requirements change. Customers pay for version updates to maintain compliance with latest regulations.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

SAG Infotech develops and sells a suite of taxation, GST, payroll, and company law compliance software primarily for Indian tax professionals and businesses. Its flagship Genius software bundles six modules covering income tax, TDS, balance sheet, CMA, form manager, and AIR/SFT, supplemented by standalone products for GST return filing and e-invoicing (Gen GST), payroll and PF/ESI compliance (Gen Payroll), ROC/MCA company law e-filing with XBRL (Gen CompLaw), and AI-enabled document data import. Products are sold as one-time perpetual licenses with paid software updations, delivered as downloadable desktop or cloud-based applications.

Product overview

SAG Infotech offers a comprehensive suite of tax, compliance, and business software solutions primarily targeted at Chartered Accountants, Company Secretaries, and tax professionals in India. The product portfolio centers around the Genius all-in-one tax preparation platform, which bundles six modules: Gen BAL (Balance Sheet), Gen IT (Income Tax), Gen TDS, Gen CMA (Credit Monitoring Arrangements), Gen Form Manager, and Gen AIR/SFT. Supporting standalone products include Gen GST Software (available in Java-based desktop and online versions) for GST return filing, e-invoicing, and e-way bill management; Gen Payroll Software (Desktop and Online variants) for HR and employee management; Gen CompLaw Software for ROC/MCA company law compliance with XBRL capabilities; and Gen XBRL Software for financial statement XML creation. Additional platforms include GenCodex (AI-based low-code development), Gen CA Portal (website templates for professionals), SAG RTA (share transfer agent services), EazeMax (statutory compliance), and Gen Association Portal. The company also provides Gen CMA Software for bank loan documentation and Gen Form Manager with approximately 1,000 legal document templates.

Differentiator

Problem solved

Functional benefit

Brands

• Genius: Complete tax preparation software for filing income tax and TDS returns with features like balance sheet preparation and unlimited return filing.
• Gen GST
• Gen Payroll
• Gen CompLaw
• Gen XBRL
• Gen IT
• Gen TDS
• Gen BAL
• Gen CMA
• Gen Form Manager
• GenCodex
• SAG RTA
• EazeMax
• Gen CA Portal

Products and services

• Genius Software An all-in-one tax preparation software package for Chartered Accountants and tax professionals, combining Gen BAL, Gen IT, Gen TDS, Gen CMA, Gen Form Manager, and Gen AIR/SFT modules for complete tax and compliance management.
• Gen Income Tax Software (Gen IT) Income tax return filing software that automatically selects return forms, provides technical error checking before e-filing, generates XML/JSON files, and enables import of master data with email and WhatsApp connectivity.
• Gen TDS Software TDS/TCS return filing software with user-friendly interface for e-challan payment, automatic interest and penalty calculation, and Form 26QB support for property transactions.
• Gen Balance Sheet Software (Gen BAL) Balance sheet and P&L preparation software with UDIN generation, tax audit report preparation, and support for both Revised Schedule VI and old format options.
• Gen GST Software Java-based GST compliance software available in desktop and online versions, offering unlimited return filing (GSTR 1, 3B, 4, 7, 8, 9, 9C), e-invoicing, e-way bill generation, and IMS reconciliation.
• Gen Payroll Software HR management software for unlimited companies and employees, supporting PF/ESI e-filing, salary payslip generation, biometric attendance integration, and compliance with Indian labor laws. Available in Desktop and Online versions.
• Gen CompLaw Software ROC/MCA filing software for company and LLP compliance under Companies Act 2013, featuring AI-powered data import from PDFs, XBRL generation, statutory register preparation, and e-filing of 70+ MCA V3 forms.
• Gen XBRL Software XBRL software for creating XML instance documents based on Accounting Standards and Indian Accounting Standards taxonomy, with embedded MCA validation tool and unlimited document creation.
• Gen CMA Software Credit Monitoring Arrangements software for bank loan applications, supporting MPBF calculations as per Tandon and Nayak Committee methods, ratio analysis, and EMI calculations.
• Gen Form Manager Software Legal document preparation software containing approximately 1,000 forms including agreements, affidavits, bonds, and deeds for various statutory and legal requirements.
• Gen CA Portal Website development platform for Chartered Accountants, Company Secretaries, and lawyers, offering responsive website templates and online presence solutions, including bundled CA Portal with GST Software packages.
• GenCodex AI-based Low-code/No-code Platform for website and mobile application development, enabling rapid application building with minimal coding requirements.
• SAG RTA Registrar and Share Transfer Agent services platform for managing share registry operations and shareholder communications.
• EazeMax

Quantifiable outcome

• 40K+ clients using core tax filing software
• +2 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability3 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core and minor.

• MCA (Ministry of Corporate Affairs)coreOthersSAG Infotech software integrates directly with MCA portal for filing V3 e-forms, XBRL documents, and accessing company master data. The software enables e-filing of AOC-4, MGT-7, MGT-7A, and other MCA compliance forms.
• GSTN (Goods and Services Tax Network)coreOthersGen GST software connects with GSTN portal for GSTR filing, e-invoice generation, and compliance management. The software facilitates ITC reconciliation and IMS dashboard integration.
• Income Tax DepartmentcoreOthersSoftware connects directly with Income Tax e-filing portal for ITR submissions, TDS returns, and form processing with validation and error checking capabilities.
• EPFO (Employee's Provident Fund Organisation)minorOthersGen Payroll software integrates with EPFO portal for PF return filing, UAN management, and ECR file generation.
• ESIC (Employee's State Insurance Corporation)minorOthersPayroll software connects with ESIC portal for challan filing and return submissions including Form-5, 6, 7, 37, 53, 86.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• IRIS GST (IRIS Peridot): IRIS GST is an enterprise-focused GST compliance and e-invoicing platform in India, serving corporates and CA firms. It competes with SAG's Gen GST offering, especially in the e-invoicing and reconciliation segment.
• ClearTax: ClearTax is the most direct Indian competitor to SAG Infotech in the GST, income tax, and TDS e-filing software market, targeting CAs, businesses, and tax professionals with a cloud-native platform. It competes head-to-head with SAG's Gen GST, Gen IT, and Gen TDS products.
• Busy Accounting Software: Busy is an India-focused accounting, inventory, and GST software widely used by CAs and SMBs. It competes with SAG on GST return filing, invoicing, and accounting workflows for the same Indian professional and SMB customer base.
• Tally Solutions: Tally is the dominant Indian accounting and tax compliance software (Tally Prime / Tally ERP 9), serving CAs and SMBs with GST, TDS, and payroll workflows. It competes with SAG across the same CA/CS professional buyer segment, particularly on GST filing and accounting.
• Winman Software (Winman GSP): Winman is an Indian GST Suvidha Provider (GSP) and tax compliance software vendor offering GST, TDS, and income tax solutions. It directly competes with SAG's Gen GST and Gen TDS products among CA firms and businesses.
• Saral TaxOffice: Saral TaxOffice is an Indian income tax, TDS, and GST filing software package used by CAs and tax professionals — a close analogue to SAG's Genius / Gen IT / Gen TDS bundle in product scope and target persona.
• Masters India (Masters GST): Masters India offers GST software, e-invoicing, e-way bill, and tax compliance solutions targeted at Indian businesses and tax professionals. It competes with SAG's Gen GST suite in the same GST compliance category.
• KDK Spectrum Software: KDK Spectrum is a long-standing Indian tax software vendor (TaxBase) for TDS, income tax, and service tax filings used by CAs. It is highly comparable to SAG's Gen IT and Gen TDS products in functionality and CA-focused go-to-market.

Emerging players

• Refrens: Refrens is an emerging India-focused cloud invoicing, GST billing, and accounting platform targeting SMBs and freelancers. It is an emerging competitor to SAG's Gen GST invoicing/e-invoicing offerings, with a younger, cloud-native product.

Broad incumbents

• Zoho (Zoho Books / Zoho Invoice): Zoho offers a broad suite of business SaaS including Zoho Books (accounting/GST), Zoho Invoice, and Zoho Payroll, targeting Indian SMBs and finance professionals. It overlaps with SAG's GST, invoicing, and payroll offerings but as part of a much larger global suite.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/saginfotech
• Xx.com/sagInfotech

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

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 SAG Infotech