Will the masterclass be live and pre-recorded?

The classes will be live, and you will have access to recorded lectures for one week.

Will I receive study material?

Yes, you will receive free access to study materials for a lifetime.

What is the price of a masterclass?

The price varies for each class, but the starting price is only Rs. 99.

Are there any prerequisites to attend the masterclass?

No, there are no prerequisites to attend the masterclass.

Will I receive a certificate?

Yes, You will receive a signed certificate upon completion of the 2 hour masterclass.

Will I get a refund if I don’t end up attending the masterclass?

No, once you have paid the registration fee, you are confirming your presence with our team, therefore no refund will be initiated

I have a full time job, not sure if I can make it. Will you be sharing recordings?

Yes! You will have access to classes for a week in case you are unable to make it. You can learn post office hours too!

White Label Tax & Wealth Solutions

Embed best-in-class tax & wealth products inside your app.

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White-label ITR Filing, Tax Planner, Wealth Builder and Portfolio Doctor — fully branded, secure, and ready to deploy.

What Integration Looks Like

Offer end-to-end tax filing, tax planning, and wealth management inside your own ecosystem.
Your brand stays upfront. TaxBuddy powers everything in the backend.

Highlights

Secure, token-based SSO
Seamless journeys inside your platform
Real-time auth validation
Scalable APIs for data, reports & notifications

White-Label Modules

Pick one or launch all four, every module is API-ready, white-label, and built to scale.

1. ITR Filing Module

DIY, AI-assisted & Expert-assisted filing
Auto-import: Form 16, TDS, AIS, capital gains
E-file, e-sign & document vault
Compliance-ready audit trail

Deliver smooth, on-platform tax filing with zero complexity.

2.Tax Planner

Personalized tax-saving recommendations
Year-round planning with reminders
Income & investment scenario modelling
Advance tax & refund forecasting

Help users plan their taxes proactively, not at the last minute.

3. Wealth Builder

Goal-based investing (SIPs, long-term plans)
Risk & asset allocation engine
Flows for employees & retail customers
Tax-efficient investment suggestions

Turn your app into a complete financial wellness hub.

4. Portfolio Doctor

Automated portfolio health check
Rebalancing alerts & diversification insights
Benchmarking vs indices & peers
Tax-impact analysis on investment changes

Give users intelligent, continuous portfolio monitoring.

Benefits

For Your Users

Stay inside your app — no redirects
Fully branded, consistent experience
Guided, pre-filled, faster journeys
Secure, compliant sessions with full control

For Your Business

Higher user engagement & retention
New revenue streams (referrals, upgrades)
Better product differentiation
Actionable insights to cross-sell your services
Plug-and-play setup reduces dev time

Customer Testimonials

Trusted by HRMS platforms, fintech apps, neobanks, payroll companies & BFSI leaders.

We integrated TaxBuddy’s Wealth Builder and Portfolio Doctor as white-labeled tools on our platform. The setup was smooth, and their team provided excellent support throughout.

Diwakar Chandrasekaran - CTO - Centrum Broking

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Frequently asked questions

What is TaxBuddy’s White-Label Solutions?

TaxBuddy’s white-label suite enables platforms to embed ITR filing, tax planning, wealth management, and portfolio analytics directly inside their own app or website. The user experience stays fully branded while TaxBuddy powers the backend, compliance, and data workflows.

Who can integrate TaxBuddy’s solutions?

Any platform serving employees, investors, earners, or financial users can integrate — including HRMS platforms, payroll systems, neobanks, fintech apps, gig platforms, NBFCs, insurers, and BFSI ecosystems. The suite supports both enterprise and mid-sized products.

How does the integration work?

Integration happens through secure webview or APIs.
Token-based SSO ensures seamless authentication and keeps users inside your platform. You can choose between quick plug-and-play UI or fully embedded API journeys aligned to your design system.

Is the experience completely white-labelled?

Yes. Every screen, flow, and interaction carries your brand identity. TaxBuddy stays invisible in the user journey unless you prefer co-branding. UIs can match your colors, fonts, and design guidelines.

What modules can be embedded inside our app?

You can enable any or all of the following four modules:

ITR Filing Engine – AI powered DIY & expert-assisted filing
Tax Planner – personalised tax-saving & forecasting tool
Wealth Builder – goal-based investing & asset allocation
Portfolio Doctor – automated health check & rebalancing insights/portfolio

Each module works independently or as a unified financial wellness stack.

How secure and compliant is the integration?

TaxBuddy uses token-based SSO, encryption, role-based access, and secure compute environments. All processes follow IT Act rules, data minimisation policies, and continuous monitoring. The infrastructure is PCI-aware, audit-ready, and designed for BFSI-grade compliance.

How long does integration take?

Webview integrations typically go live within 3–5 days. Full API-led integrations take 2–3 weeks, depending on customisation and engineering bandwidth.

Are tax rules and compliance updates managed automatically?

Yes. All tax slabs, formats, rules, and backend logic are auto-updated by TaxBuddy. Your platform never needs to maintain tax calculations or handle regulatory changes manually.

What support is available after integration?

Partners receive technical assistance, API documentation, SSO integration support, and a dedicated account manager. For expert-assisted filings, TaxBuddy’s team handles user queries, calculations, compliance checks, and notices end-to-end.