Download the sample documents below, then walk the four stages: file a return, attach documents, get it CA-verified, and run a wealth check. Everything here is fabricated — a fictional taxpayer, a fake PAN — so nothing real is ever exposed.
Answer a few plain questions about your year. Example: tick Salary, Sold shares, and Home loan; skip what does not apply. The answers decide exactly which documents and figures are actually needed.
Open the interview →Hand over documents however you have them. Drop the sample files into the matching slots: Form 16 for salary, the AIS to reconcile, the broker statements for gains and F&O. Sensitive details (PAN, account numbers) are masked before any AI reads them.
The CA opens the client from the firm dashboard and the return assembles itself — every figure traced to its source. The CA reviews the computation, corrects anything, and approves. The demo stops at approval (no live e-filing / ERI).
Open the CA dashboard →After the return, progress to a personal-finance health check: a financial score, net worth from your accounts, protection and estate gaps, and a SEBI-safe money-question assistant. Where possible it reuses what the tax flow already collected, so you are not re-entering data.