What TaxSpanner does

TaxSpanner (legal entity SPAN ACROSS IT SOLUTIONS PRIVATE LIMITED) is an India-focused online tax filing and compliance platform founded in 2007 in New Delhi and operated as a subsidiary of Zaggle. It serves both individual taxpayers and SMBs/enterprises, offering ITR preparation and e-filing (self-serve, expert-assisted, CA-assisted, and live Zoom/Google Meet tiers), specialized modules for capital gains, NRI/foreign income, freelancers (44AD/44ADA) and tax audit (Section 44AB), plus business compliance retainers covering GST, TDS, payroll, MCA filings and notice handling. The platform is ERI-authorized by the Income Tax Department, enabling direct e-filing, and operates a 1,000+ chartered accountant network alongside a core technology team of 11–50 employees.

The platform is built around four technical pillars: (1) AIS/26AS auto-import with mismatch detection, which reconciles taxpayer data against the IT Department's Annual Information Statement; (2) TaxOptimizer, an AI-driven deduction scanner that ranks instruments across 80C, 80CCD(1B), 80D, 24(b) and 80G and delivers CA-curated plans (avg claimed savings ₹52,300/yr across 50,000+ plans); (3) Tax Vault, an ISO 27001-equivalent encrypted document store using 256-bit AES for Form 16, AIS, 26AS and prior ITRs; and (4) WhatsApp AI Filing for mobile-first and gig workers, supported by a 35+ calculator suite for SEO-led acquisition. Integrations span Tally, Zoho Books, Xero, QuickBooks and SAP for business clients, and Slack/Teams/WhatsApp for CA-pod communication.

TaxSpanner earns revenue primarily through two streams: transactional per-filing fees for individuals (₹249 DIY to ₹9,999 NRI live filing) and monthly retainer subscriptions for businesses (₹1,499 Starter, ₹4,999 Growth, custom Enterprise). Adjacent revenue comes from TaxOptimizer plans (₹1,999–₹4,999), notice-response services (₹999–₹4,999 per notice), TDS/GST add-on filings, and tax-audit engagements (₹9,999–₹19,999+). GTM blends a product-led, self-serve DIY tier with inside sales and enterprise field sales for higher-ACV business clients. Over 19+ years the company has served 22M+ customers, 10,000+ businesses and 200+ corporates, delivered ₹5,344 Cr+ in lifetime refunds and resolved 50,000+ ITD notices. The firm is bootstrapped/organically grown with one disclosed seed round in 2010-11 from IAN Group and Splice Capital, and is privately held with no public ticker.

Name

TaxSpanner

Legal name

SPAN ACROSS IT SOLUTIONS PRIVATE LIMITED

Website

https://taxspanner.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

TaxSpanner is an India-based, ERI-authorized online tax filing and compliance platform, founded in 2007 and operating as a Zaggle subsidiary. It serves individual taxpayers and SMBs with ITR filing, GST/TDS compliance, TaxOptimizer AI, and a 1,000+ CA network.

Ownership category

akta.pro rank

Product category

Tax Compliance Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

akta.pro secondary industries

Payroll Tax Filing, Compliance & Remittance (BPACAIAC), Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB)

Keywords

• Income tax filing
• Tax compliance services
• TDS return filing
• GST compliance
• Tax planning services

Headquarters

HQ city

New Delhi

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Individual ITR Filing: Per-filing fees for income tax return preparation and e-filing. Self-serve tier from ₹249, expert-assisted from ₹699, CA-reviewed from ₹1,399, live filing from ₹1,499. Specialized tiers for capital gains (₹2,499-₹7,999) and NRI/foreign income (₹4,199-₹9,999).
2. Business Compliance Retainers: Monthly retainer model for businesses: Starter ₹1,499/month, Growth ₹4,999/month, Enterprise custom pricing. Covers GST, TDS, ITR-3, payroll, MCA filings, tax audit.
3. TaxOptimizer Plans: One-time per AY fee for tax savings optimization. Free scan, CA-curated plan ₹1,999, Family+ plan ₹4,999.
4. Notice Response Services: Per-notice pricing: Intimation response ₹999, Demand contest ₹2,999, Scrutiny representation ₹4,999.
5. TDS Filing Services: TDS return filing: Business TDS from ₹499, Form 24Q ₹1,499, CA-assisted ₹2,499, Form 26QB ₹2,799.
6. GST Services: GST registration ₹1,499, monthly compliance filing included in business retainers.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels7 records

Core offering

TaxSpanner operates an ERI-authorized online tax filing and compliance platform for Indian individuals and businesses. Core services cover income tax return (ITR) filing with self-serve, expert-assisted, CA-assisted, and live expert tiers; TDS return filing and rectification; GST registration and return filing; tax planning via TaxOptimizer; tax audit (Section 44AB); ITD notice handling; and end-to-end business compliance retainers that include payroll, MCA filings, and dedicated CA pods. The platform auto-imports data from AIS/26AS, stores documents in an encrypted Tax Vault, and is supported by a 1,000+ chartered accountant network.

Product overview

TaxSpanner is a comprehensive tax compliance platform offering end-to-end services for individuals and businesses in India. The platform operates as a modular ecosystem with core ITR filing services (self, expert-assisted, CA-assisted, and live filing options), complemented by specialized modules for capital gains, foreign income/NRI, and freelancer/business returns. Key platform components include TaxOptimizer (AI-powered deduction optimization), Tax Vault (ISO 27001-compliant encrypted document storage), TDS Suite (TRACES-integrated filing), GST Services, and Business Compliance (integrated accounting, payroll, MCA). The platform provides 35+ specialized calculators for tax planning, plus dedicated services for tax audits (44AB), ITD notice handling, home loan tax planning (Kar Se Ghar), and gig worker filing. ERI-authorized by the Income Tax Department since 2007, TaxSpanner connects with accounting software (Tally, Zoho, Xero, QuickBooks, SAP) and communication tools (Slack, Teams, WhatsApp) for seamless workflow integration.

Differentiator

Problem solved

Functional benefit

Brands

• Kar Se Ghar: A wealth creation initiative by CA Sudhir Kaushik that motivates taxpayers to buy homes through home loans to maximize tax savings under Section 24 and 80C while building long-term wealth.

Products and services

• ITR Filing (Self) DIY self-filing platform for salaried individuals with a single Form 16. Auto-imports Form 16, AIS, and 26AS, compares old vs new tax regime, and enables 1-click e-verification to file ITR-1 in under 15 minutes.
• ITR Filing (Expert Assisted)
• ITR Filing (CA Assisted) Chartered accountant reviews and files ITR-1 or ITR-2 covering multiple Form 16 reconciliation, LTA, gratuity, complex deductions, and Schedule AL asset disclosures above ₹1 Cr. Includes a 20-minute tax-planning call.
• ITR Filing (Live with Expert) Live 45–60 minute Zoom or Google Meet session where a tax expert prepares, reviews, and files ITR in one sitting with real-time deduction guidance and same-day completion.
• Capital Gains Filing Specialist ITR-2 filing for stocks, mutual funds, property, ESOPs, and RSUs. Includes capital gains computation, F&O loss-harvesting strategy, and VDA (crypto) declaration under Section 115BBH, with expert, CA, and live tiers.
• Foreign Income Solutions ITR-2 filing for NRIs and residents with foreign income, overseas ESOPs, or property abroad. Covers DTAA computations across 14 countries, Form 67 foreign tax credit, Schedule FA disclosure, and NRE/NRO account reconciliation, with expert and live tiers.
• Freelancer / Business Filing ITR-4 filing for consultants and professionals under the 44ADA presumptive scheme, with books review for regular filers and optional GST reconciliation.
• TaxOptimizer AI-powered tax-saving optimization product that scans 80C, 80CCD(1B), 80D, 24(b), and 80G deductions, ranks instruments by ROI, and delivers a CA-curated personalized tax-saving plan with free, CA-Curated, and Family+ tiers; average savings of ₹52,300/year across 50,000+ plans.
• TDS Suite End-to-end TDS filing product with TRACES integration, Form 24Q/26Q/27Q/26QB/27EQ handling, challan reconciliation, bulk PAN verification, and Form 16 generation for businesses.
• TDS Rectification TDS demand resolution service addressing mismatched challans, invalid or inoperative PANs, and late-deduction corrections, with bank-freeze prevention and Section 226(3) notice handling.
• GST Services End-to-end GST product covering registration, monthly returns (GSTR-1, GSTR-3B), annual reconciliation, GSTR-9C, and HSN code lookup, with integration to accounting software.
• Tax Audit (Section 44AB) Section 44AB tax audit for businesses (turnover > ₹1 Cr) and professionals (receipts > ₹50 L), with Form 3CA/3CB + 3CD preparation, books reconciliation, and ITR-3 filing included.
• ITD Follow-up Notice response service handling Section 143(1) intimations, 143(2) scrutiny, 139(9) defective returns, 156 demand notices, and AIS/26AS reconciliation, with 4-hour first response guarantee and 24-month follow-up.
• Business Compliance Subscription-based business compliance platform covering ITR-3/4 filing, GST returns, TDS quarterly returns, online accounting, MCA filings, payroll processing, and Form 16 generation, delivered through a dedicated CA pod with Slack, Teams, and WhatsApp integration.
• Form 16 Merge Bulk upload and merge tool for Form 16 Part A and Part B with e-sign capability and one-click PDF generation, used by employer HR departments.
• Kar Se Ghar Home loan tax savings advisory product covering Section 24 (₹2L interest) and Section 80C (₹1.5L principal), plus Section 80EEA for first-time buyers, delivered as a CA-curated plan with 20-year summary, wealth report, and CTC restructuring options.
• GIG Workers Filing WhatsApp-based ITR filing service for gig economy workers (Swiggy, Zomato, Ola, Uber) covering TDS refund recovery, income tax return filing, and compliance for platform workers.
• Financial Wellness Program Comprehensive financial wellness advisory that combines tax optimization, salary restructuring, and investment planning for individuals and corporates.

Quantifiable outcome

• ITR filing in under 2 minutes (DIY) or 24 hours (expert-assisted)
• +7 more outcomes

Named customers13 records

Segments10 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability6 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and flagship.

• ZagglecoreOthers · 1 January 2007TaxSpanner is a Zaggle Company. Zaggle is the parent company that acquired and operates TaxSpanner as part of its financial wellness portfolio. The partnership enables TaxSpanner to leverage Zaggle's enterprise relationships and financial wellness ecosystem.
• DezervflagshipStrategic or Co-development PartnerExclusive partnership for TaxSpanner HNI clients to receive complimentary portfolio review with Dezerv's wealth experts. Dezerv provides personalized investment management, tax-efficient strategies, and risk optimization. Target clients with ₹15L+ income seeking wealth building beyond tax filing.
• Income Tax Department (TRACES)coreTechnology or IntegrationERI (e-Return Intermediary) authorization enables direct e-filing with IT Department servers. TRACES integration for TDS challan reconciliation, Form 16 generation, FVU handling.
• WhatsAppcoreTechnology or IntegrationWhatsApp integration for customer support (sales + service queries) and WhatsApp AI Filing for GIG workers. Primary communication channel.
• ZoomcoreTechnology or IntegrationVideo conferencing platform used for live ITR filing sessions. 45-60 minute sessions where CA prepares, reviews and files return live with user.
• Google MeetcoreTechnology or IntegrationAlternative video platform to Zoom for live ITR filing sessions. User preference option for live filing experience.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• ClearTax (now Clear): India's largest and most-funded direct competitor in online tax filing and business compliance. Offers individual ITR filing (DIY + assisted), GST, TDS, e-invoicing, and a full business compliance suite — overlapping nearly 100% with TaxSpanner's product set across both B2C and B2B.
• Quicko: India-based DIY-first tax filing platform for individuals and businesses. Competes head-to-head with TaxSpanner in ITR filing, capital gains, and GST compliance with a similar freemium-to-assisted pricing ladder and AIS/26AS auto-import workflow.
• Tax2Win: Direct competitor in Indian ITR filing, offering DIY and CA-assisted tiers for salaried, capital gains, and NRI segments. Overlaps with TaxSpanner on the salaried mass-market filing use case and shares a comparable online-only distribution model.
• myITreturn: India-focused online ITR filing service competing in the same salaried-individual and capital gains use cases as TaxSpanner. Comparable CA-assisted pricing model and AIS/26AS-based pre-fill workflow.
• TaxBuddy: Direct peer offering Indian tax filing, tax planning, and CA-assisted services. Competes on the same individual filing tier and expert-assisted premium SKUs as TaxSpanner's CA-Assisted and Live with Expert offerings.

Broad incumbents

• Intuit (TurboTax): Global incumbent in consumer and SMB tax preparation (TurboTax, QuickBooks). While not directly operating in India, it represents the platform-play incumbent model TaxSpanner aspires to scale toward via TaxOptimizer, Tax Vault, and QuickBooks-integrated business compliance.
• H&R Block: Global incumbent in tax preparation serving consumers and small businesses with DIY + assisted + expert tiers. Comparable to TaxSpanner in business model mix (self-serve, expert-assisted, live expert) though primarily US-focused, useful as a benchmark for category economics.
• Wolters Kluwer: Global provider of tax compliance and regulatory software for businesses and tax professionals. Comparable to TaxSpanner's enterprise business compliance arm (GST, TDS, MCA, payroll) as a broader tax-compliance incumbent expanding into digital-first workflows.

Others

• Zaggle: Listed Indian fintech and parent company of TaxSpanner, operating in spend management, prepaid cards, and employee benefits. Not a competitor but a strategic ecosystem player whose enterprise channel and financial wellness roadmap directly shape TaxSpanner's distribution and product strategy.
• Dezerv: India-focused wealth management platform serving HNIs with personalized investment management and tax-efficient strategies. Exclusive partner for TaxSpanner's HNI client upsell, representing the natural extension of TaxSpanner's tax-filing funnel into recurring AUM-based financial advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/taxspanner
• Facebookfacebook.com/taxspanner

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors2 records

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 TaxSpanner