Powering Tax Filing Across BFSI and Fintech
TaxBuddy helps banks, fintech platforms, brokers, wealth-tech companies, and financial institutions add a complete tax filing experience to their digital ecosystem.
From AI-led tax guidance and document processing to expert filing and post-filing support, TaxBuddy manages the tax journey while partners continue to own the customer experience.
Trusted by leading BFSI and fintech platforms, including:
A Natural Extension of Financial Services
Users already rely on financial platforms to save, invest, borrow, transact, and manage wealth.
TaxBuddy enables partners to extend that journey into tax filing without building complex tax workflows or compliance capabilities from scratch.
What TaxBuddy Powers
Partners can offer:
AI-assisted tax guidance
Guided ITR filing
Self-filing and expert-assisted filing options
Document upload and data processing
Support for salary, capital gains, F&O, crypto, business income, and NRI taxation
Post-filing assistance
Routine Income Tax notice support
Flexible Integration
TaxBuddy can be integrated through:
The experience can be aligned with the partner’s product flow, design system, and brand guidelines.
TaxBuddy manages the core tax workflows, filing logic, compliance updates, expert support, testing, and deployment coordination.
Co-Branded Go-to-Market Support
TaxBuddy also supports partners in building awareness and driving adoption of the tax filing journey.
Support may include:
Social media content and creatives
In-app banners and promotional assets
Product launch communication
Partnership announcement articles and PR support
Educational campaigns on tax planning and ITR filing
WhatsApp and digital communication journeys
Customer and employee webinars
Tax helpdesks and expert-led kiosk activations, where relevant
Each initiative is developed in line with the partner’s brand guidelines, customer base, and digital presence.
Support Beyond Filing
Eligible users can continue to receive assistance after submitting their return, including:
ITR status guidance
Refund-related support
Defective return assistance
Routine notice support
Expert guidance for post-filing queries
Outcome
TaxBuddy enables BFSI and fintech platforms to add tax filing as a natural extension of their financial services.
Partners gain a ready tax solution backed by technology, tax expertise, post-filing assistance, and adoption support, while users receive a guided filing experience within a platform they already trust.