Tax Advisor

What Tax Advisor does

Tax Advisor (operated by Online Tax Advisor (Pvt) Ltd, founded 2017) is a Sri Lanka-based online tax advisory platform built around a portfolio of digital tools and professional services. The platform serves individual taxpayers, tax professionals (chartered accountants, tax practitioners), corporate clients, and the Sri Lankan diaspora, offering TIN registration, VAT registration, tax consultation, tax agent appointment, AI-assisted tax guidance, and educational content via the Tax Academy and Certified Tax Technician (CTT) programme. The product suite spans a web portal (taxadvisor.lk), mobile apps on Android and iOS, a WhatsApp AI chatbot, a client portal, an SMS alert service, a Patreon subscription, a weekly podcast, and a job board.

The underlying technology stack comprises a web platform with tax calculators (APIT/PAYE), a tax calendar, downloadable publications, and a CTT learning management system. The flagship AI feature, Tax Advisor AI (launched 2024), is a generative AI chatbot with knowledge retrieval capabilities, available 24/7 across web and WhatsApp, with answers reviewed by a panel of chartered accountants before final output. The platform is positioned as Sri Lanka's first and largest online tax advisory website, and leverages its first-mover brand position alongside a multi-channel content strategy (social media, podcasts, webinars, Patreon community) to drive organic acquisition.

The business model is diversified across professional services (consultation, tax agent, TIN/VAT registration at Rs.2,000 per service), recurring subscription revenue (CTT programme, Patreon, SMS Tax Alert), and one-time sales (Tax Store publications). Go-to-market is primarily product-led and community-led, with free tools (calculator, calendar, articles) acting as top-of-funnel lead generators that convert into paid consultation, course enrolment, and tax agent engagements. Geographic focus is Sri Lanka-first, with remote tax agent capability extending to global Sri Lankan taxpayers. The company is privately held, founder-led (Viraj Henegedera), and operates with a 10-person team.

Name

Tax Advisor

Legal name

Online Tax Advisor (Pvt) Ltd

Website

https://taxadvisor.lk

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Tax Advisor is a Sri Lanka-based online tax advisory platform founded in 2017, offering TIN/VAT registration, tax consultation, tax agent services, AI-powered tax guidance, and the Certified Tax Technician (CTT) course to individual taxpayers, tax professionals, SMEs, and corporate clients across Sri Lanka and the diaspora.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Custom Computer Programming Services (541511)

SIC

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

akta.pro industry

PRIMARYBPAHABAB

Tax Advisory & Compliance

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHABAJ

Indirect Tax (VAT/GST/Sales & Use) Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAGADAJ

Tax Planning & Personal Tax Optimization Tools

Financial & Insurance/Financial Technology (Fintech)/Personal Finance & Financial Wellness (PFM)

SECONDARYBPAIADAM

Taxpayer Services, Education & Outreach

Business & Public Services/Public Sector & Government Administration/Tax, Revenue & Customs Administration

Keywords

• Online tax advisory
• Tax compliance services
• Chartered accountant consultation
• Tax education training
• Sri Lankan taxation

Headquarters

HQ city

Bandaragama

HQ country

Sri Lanka

HQ region

Asia

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Consultation: Booked one-on-one consultations with chartered accountants via an online portal. Customers pay for professional tax advice sessions.
2. Tax Academy (CTT Course): Certified Tax Technician (CTT) programme — a structured online course with 600+ hours of hands-on training, videos, quizzes, monthly evaluations, and presentations. Revenue from course enrolment fees.
3. Tax Agent Services: Appointment of chartered accountants as tax agents for clients anywhere globally, with access to an online tax portal for document management. Service fee charged.
4. TIN/VAT Registration Services: Professional services to facilitate TIN registration, obtaining PIN, and tax type registration. Price point: Rs.2,000 per service.
5. Tax Store: Online store selling tax-related publications, guides, and downloads.
6. Tax Updater (SMS Alerts): SMS alert subscription service for tax deadline reminders and major tax law updates.
7. Patreon Subscription: Weekly practical tax insights tailored for Sri Lankans via the Tax Advisor Patreon Platform.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels9 records

Core offering

Tax Advisor operates an online tax advisory platform for Sri Lankan taxpayers and professionals, combining an AI-powered chatbot (Tax Advisor AI) and mobile apps with chartered-accountant-led services including online tax consultation, TIN/VAT registration, and tax agent appointment. It also offers a Certified Tax Technician (CTT) education programme, SMS alert subscriptions, an online Tax Store, podcasts, webinars, and free tax calculators and calendars. Revenue is generated through professional service fees, course enrollment, recurring subscriptions, and digital content sales.

Product overview

Tax Advisor operates as a comprehensive online tax advisory platform offering a portfolio of interconnected services for Sri Lankan taxpayers. The core offering is Tax Advisor AI, an AI-powered chatbot providing 24/7 automated tax guidance via web and WhatsApp. This is complemented by human-assisted services including Online Tax Consultation with Chartered Accountants, TIN Registration, VAT Registration, and Tax Agent appointment. The platform also provides educational products including the Certified Tax Technician (CTT) Course and Tax Academy for professional development, along with practical tools such as Tax Calculator, Tax Calendar, Tax Alert (SMS service), Tax Store (publications), Tax Webinars, Tax Jobs board, and a Patreon subscription for weekly insights. Additional channels include a WhatsApp Channel for updates, Tax Weekly Podcast via Spotify, and a mobile application available on Google Play and App Store. The platform is built by Online Tax Advisor (Pvt) Ltd, established in 2017, and positions itself as Sri Lanka's first and largest online tax advisory website.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisor AI AI-powered chatbot providing 24/7 automated responses to Sri Lankan tax queries via web and WhatsApp, with answers reviewed by chartered accountants; targets individual taxpayers and professionals needing instant guidance on tax laws, TIN registration, and VAT requirements.
• Online Tax Consultation Real-time one-on-one consultation service connecting users with chartered accountants to discuss specific tax matters and obtain professional advice via scheduled sessions.
• TIN Registration Professional service assisting individuals with Tax Identification Number (TIN) applications, including PIN retrieval and tax type registration with Sri Lanka's Inland Revenue Department; priced at Rs.2,000 per service.
• VAT Registration Professional service assisting businesses with Value Added Tax registration procedures and compliance requirements under Sri Lankan tax regulations.
• Tax Agent Service Service appointing a chartered accountant as a dedicated tax agent for clients anywhere globally, providing 100% dedicated service and online portal access for document management and compliance.
• Tax Academy Educational platform offering tax certification courses including the Certified Tax Technician (CTT) programme, webinars, and training materials for tax professionals and individuals seeking to enhance their tax knowledge.
• Certified Tax Technician (CTT) Course Structured certification programme with 600+ hours of hands-on tax experience and CPD requirements; delivered via a dedicated CTT portal with videos, quizzes, monthly evaluations, and presentations for certified members.
• Tax Alert (SMS Service) SMS alert subscription service notifying subscribers of tax deadlines, major changes in Sri Lankan tax laws, and important Inland Revenue Department announcements.
• Tax Updater Subscription service delivering regular updates on changes to Sri Lankan tax laws, regulations, and Inland Revenue Department procedures to subscribers.
• Tax Store Online store selling tax-related publications, IRD circulars, gazettes, guides, and downloadable resources for Sri Lankan taxpayers and professionals.
• Tax Webinars Online seminar series covering various tax topics including APIT, SSCL, and other Sri Lankan tax subjects, featuring expert presentations and interactive sessions.
• Tax Jobs Job board platform connecting tax professionals with employment opportunities in Sri Lanka's tax and finance sector.
• Tax Weekly Podcast Weekly audio podcast delivering timely updates and insights on the latest tax changes in Sri Lanka, accessible via YouTube and Spotify.
• Patreon Subscription Subscription membership program offering weekly practical tax insights tailored for Sri Lankans, with exclusive subscriber content delivered via the Patreon platform.
• Tax Advisor Mobile App Sri Lanka's first mobile application dedicated to delivering news and updates on the Sri Lankan tax system, available on Google Play Store and Apple App Store.

Quantifiable outcome

• Over 12 million individuals secured TINs during National Tax Week — Tax Advisor contributes through its TIN registration service
• +1 more outcomes

Named customers4 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

AI capability4 records

Feature5 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Dasanayaka Associates (DA)coreStrategic or Co-development PartnerDasanayaka Associates is a firm of Chartered Accountants specialized in Tax and Regulatory Consultation. Mr. Prasad Dasanayaka, Managing Partner of DA, serves as a consultant to Tax Advisor and is a Fellow Member of CA Sri Lanka and Associate Member of the Institute of Certified Management Accountants of Sri Lanka.
• IJVRminorStrategic or Co-development PartnerIJVR is a Real Estate valuation and consultancy firm, recognised as a foremost brand in valuation and real estate entities in Sri Lanka. Serves as the valuation partner for Tax Advisor.
• IBT ConsultantsminorStrategic or Co-development PartnerIBT Consultants is a leading firm of Chartered Accountants in Sri Lanka committed to providing exceptional client service. Serves as the Audit & Assurance Service Partner for Tax Advisor.
• Business AdvisorminorStrategic or Co-development PartnerBusiness Advisor provides online business advisory services to businessmen and potential businessmen of Sri Lanka for every stage of their businesses. Serves as the business partner for Tax Advisor.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• H&R Block: Large established tax preparation and advisory firm with both digital DIY products and in-person professional services. Comparable as a hybrid self-service-plus-professional tax advisory model serving consumers and small businesses.
• Thomson Reuters (ONESOURCE / Checkpoint): Global tax technology and compliance provider serving accounting firms and corporations. Comparable as an incumbent provider of tax research, compliance software, and professional tax workflows that competing platforms like Tax Advisor target at the SMB/practitioner tier.
• Avalara: US-headquartered global leader in indirect tax (VAT, GST, sales tax) compliance automation. Comparable as a tech-enabled VAT/sales tax registration and compliance platform, though operating at much larger scale across many jurisdictions.
• TurboTax (Intuit): Global consumer tax preparation leader. Comparable as a self-service digital tax filing and calculation platform with expert-assisted tiers — overlaps with Tax Advisor's calculator and consultation offerings but at vastly larger scale.
• Wolters Kluwer (CCH / Tax & Accounting): Global provider of tax compliance software, research platforms, and professional tax tools for firms and corporations. Comparable at the professional tax tools and research layer that Tax Advisor targets via its CTT programme and subscription content.

Direct peers

• TaxScouts: UK-based online tax advisory service connecting individuals with accountants via a digital platform. Directly comparable business model of online consultation booking with chartered accountants and self-service tools.
• TaxTim: South African online tax filing and advisory platform. Comparable as a digital-first, single-country tax platform offering calculators, filing assistance, and professional support for individual taxpayers.
• Quicko: India-based online tax filing, advisory, and compliance platform for individuals and businesses. Similar in offering self-service tax tools, expert consultation, and content-led acquisition in a single domestic market.
• ClearTax (Defmacro Software): India's leading online tax filing and compliance platform. Highly comparable as a digital-first tax advisory platform serving individual taxpayers and businesses in a single national market with a combination of self-service tools, professional consultation, and educational content.

Others

• Dasanayaka Associates: Sri Lankan chartered accountancy firm specializing in tax and regulatory consultation. Listed as Tax Advisor's strategic partner and managed by Prasad Dasanayaka (FCA, ACMA); relevant as a domestic professional services peer and ecosystem partner rather than a direct technology competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/TaxPvt
• YouTubeyoutube.com/channel/UCn7YYN4Vp2zGG12j5aiLSDQ
• Facebookfacebook.com/taxadvisor.lk
• LinkedInlinkedin.com/company/online-tax-advisor-pvt-ltd
• Instagraminstagram.com/taxadvisor.lk/?hl=en
• TikToktiktok.com/@taxadvisorlk

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 Tax Advisor