TaxBuddy AI
An AI Tax Agent for Real ITR Filing
Help users understand taxes, upload documents, choose the right filing path, and access expert-backed ITR filing within your platform.
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Beyond Tax Answers
TaxBuddy AI is built for action, not just conversation.
It helps users:
Ask tax questions
Identify the right ITR journey
Understand filing requirements
Move to filing
Upload tax documents
Connect with tax experts
What TaxBuddy AI Can Do
Answer Tax Queries
Support questions on salary, deductions, capital gains, F&O, crypto, rental income, business income, NRI taxation, AIS, TDS, refunds, and notices.
Understand Filing Needs
Identify whether the user needs simple filing, capital gains reporting, business income filing, or expert assistance.
Process Tax Documents
Support Form 16, AIS, TIS, Form 26AS, capital gains reports, salary records, and investment statements.
Enable ITR Filing
Move users directly from AI guidance to TaxBuddy’s filing journey.
Escalate Complex Cases
Route cases requiring deeper review to TaxBuddy’s tax experts.
Built for Easy Integration
Integrate TaxBuddy AI through:
SSO
SDK
API
Webview
TaxBuddy manages the tax journey, backend logic, configuration, testing, and go-live support.
What We Need From You
SSO API details
Design or brand inputs
Journey placement confirmation
We handle the rest.
Go Live in 2 to 3 Weeks
1
2
3
Week 1:
Journey mapping, design alignment, SSO setup, and integration planning.
Week 2 to 3: Configuration, UAT, production deployment, and go-live support.
Go Live!
Why TaxBuddy AI
Purpose-Built for Indian Taxes
Built around real Indian ITR filing workflows.
Filing-Ready
Moves users from tax questions to filing action.
Expert-Backed
Complex cases can be routed to tax professionals.
Always Updated
Tax logic and filing workflows are managed by TaxBuddy.
Powered by TaxBuddy
8+
years of tax expertise
10 lakh+ registered users
3,000+
tax professionals
17,000+ Google reviews
4.9 customer rating
Frequently Asked Questions
Q
What is TaxBuddy AI?
A
TaxBuddy AI is an AI tax agent that helps users understand taxes, upload documents, identify filing needs, and move towards ITR filing.
Q
How is it different from the white-label suite?
A
The white-label suite includes broader tax and wealth solutions. TaxBuddy AI focuses on AI-led tax assistance and filing journeys.
Q
Can it be added to an app or website?
A
Yes. It can be integrated through SSO, SDK, API, or webview.
Q
Where can it be placed?
A
It can be added to help centres, tax sections, salary flows, capital gains pages, investment journeys, or employee dashboards.
Q
What does TaxBuddy need from our team?
A
SSO details, design inputs, and journey placement confirmation.
Q
Who manages the tax logic?
A
TaxBuddy manages the tax logic, filing workflows, rule updates, and expert support.
Q
Is UAT included?
A
Yes. The complete journey is tested before production launch.
Q
How long does implementation take?
A
A typical implementation takes approximately two to three weeks.
Q
Can users connect with tax experts?
A
Yes. Complex cases can be routed to expert-assisted filing.
Q
Which platforms can use TaxBuddy AI?
A
Banks, brokers, fintech apps, payroll companies, HRMS platforms, wealth-tech platforms, and employee benefit platforms.