Every users have different needs. However, on the basic of the users feedback which we have collected, currently PMS is missing following features which we have planned to release by September 24: –
You can check our roadmap to find out regarding other features which we are planning to release along with our change log for the recent updates made to PMS.
Our pricing plan depends on the number of clients which you have and under which type (GST, IT or Other). Our system counts clients as follows: –
Let’s understand the limit with a example: –
GST Clients – 2 (Client A and Client B)
Total Clients – 4 (Client A, Client B, Client C and Client D)
Note: – Client mark inactive will not be considered anywhere in the system.
The answer to this question is a bit long. However, it’s necessary to provide a complete and true answer (may be trustful depending on your own perspective).
Just a brief history, my name is Rohit Pithisaria and I am from Jaipur. I cleared my CA exam in 2011 and started my practice. I started my research and tried a couple of applications. None of them met my expectations. So, I decided to create my own application. In 2019, after using our office management application in-house for a whole year, we released it to the public. We kept on developing the application as per the needs of the user. However, the application was unable to provide the user experience which we want to offer to our users. So, our team decided to build the entire application from scratch. We released the current version of PMS in April 2023.
In finance, our team consists of three people. There is me, a part-time Chartered Accountant, and a full-time developer. I have 100% ownership of all the application under TaxPido and it is boot strapped by me. The firm’s current earnings from all applications are enough to pay two other team members and cover running costs. I am not taking any money from the software business because I have another source of income for my daily needs. So, I have a plan to remain in the business for a very long time even I do not withdraw anything from TaxPido. I cannot make any promises as I am only owner and the life is in no one’s control. However, I will start looking for a co-founder after 31 March 2027, so the business existence does not depend on me fully.
During the last few years, I learned coding. Now I can run and develop further by myself. This is true even though two other team members stopped working. Although, I do not have any such plan in my mind. Also, I believe the difficult path is over now which involves learning, gathering experience etc.
I have already dropped my COP and CA degree so you can estimate my commitment toward TaxPido.
No, not possible. It is a cloud based application so it work similarly for all the users of the application. However, if you have any suggestion which will be useful for all the users then we will definitely take it into the consideration and that feature. You can give us suggestion via email support@taxpido.com or fill this form.
No, we do not have any API for Income Tax. The reason for this is non-availability of Government authorised API provider. Many companies are providing these details using the API provided by the third party but they are not at all authorised by Government. Also, to use these API, we have to forward the client login credential to third party to fetch the data which compromised the date security which we take very seriously.
Yes, we are using government authorised GST API to fetch the GSTIN detail and return status. You do not require to add GSTIN username or password to fetch these details as it is available in public domain.
Other User – Users defined under client settings (or client master) get added as Other User when creating a task. This applies to both manual and recurring tasks.
When multiple users work on a task, it can create confusion. For example, imagine three people – A, B, and C – working on the same task. First, A does the data entry work. Then, B reviews A’s work. Finally, C submits the return and marks the task as completed.
All three users (A, B, and C) get added as Other User in the client master. When a recurring task is created, all three users are associated with the task. The task appears on their personal dashboards.
However, B and C don’t need to do anything until A finishes the data entry work. But it’s hard to know this quickly.
As a firm owner or manager, you can’t easily see the current status of the task. You need to communicate with team members to know the progress. For example, if Manager D wants to know if A has done the work, he must ask A directly.
Working User – A Working User is the one currently working (or will work first) on a task. Only one Working User can be assigned to a task.
This option solves the issues mentioned. When a task is created, no Working User is assigned by default. Once User A starts working on the task, he adds himself as the Working User. This way, everyone knows A is working on it.
After completing his part, A can set the Working User to B. This shows that now B is working on the task. The same process applies to C. This method removes the need for outside communication.
Additionally, users can filter their dashboards based on Other Users and Working Users. This helps them see all the tasks assigned to them.
We developed PMS for our internal use to manage clients task to whom we were providing GST and IT Return Services. After using it for more than a year, we released our first PMS version in April 2019. We kept on developing the application as per the needs of the user. However, the application was unable to provide the user experience which we want to offer to our users. Therefore, our team decided to create the whole application from ground zero and released the current version of PMS in April 2023. From 01st April 2024, we moved TaxAdda PMS as TaxPido PMS due to distribution of TaxAdda Software Division.
The phone support is only available in Hindi and English. Also, we do not have a 24X7 support centre or a support team. In case you face any issues, we request you to first reach us via email.
No, we do not offer one to one demo. You can view our demo guide and reach us in case you have any queries (via email or phone).
Yes, all the plans have same features (even free plan). The only restriction which we have is on the number of clients which you can have under each plan. Further, we are exploring the restriction on the number of users according to the plan. It is not implemented yet but I hope it will be added soon.
Generally, we do not offer any refund but still if you have a genuine problem or issues with the system, we will provide you a full or partial refund anytime (depending on the case).
No, we have stopped providing lifetime plan (for 10 or 20 years) from 31 March 2021
No, definitely not. We increase our price only when we add considerable new features (not due to inflation which is not in any one control). Last time we increase our price on 16th Aug 2021. I hope the next price increment will be some where in Mar 25 as we have added lot of new features.
Yes, at the time of renewal, you have to pay the same subscription charges which is applicable for a new user.
Right now we do have any restriction on the number of users for a firm but we are planning to restrict it and I hope the restriction will be placed soon. We will update allowed number of users in the pricing table for the users once it is applied.
We do not charge GST as of now. Our total sales is less than Rs 20 Lakh in a year so we do not fall under the ambit of GST currently. In future, we will charge GST additionally on the current subscription price.
Yes, your data is 100% secured with us. We use Amazon Server for hosting, MongoDB service for database. You can check out regarding our tech from here.
Yes, our trial period of 30 days is having each and every features which we provide to you in paid version.
Yes, we do provide a 30 days free trial. Whenever you create a firm, you will get 30 days free trial of our Premium version.
Yes, we do provide phone support. However, we request all of our user to contact us via email first and if the issue is unable to get resolved via email then we connect with you via phone.