ClearTax
Business Profile
Core Value Proposition
ClearTax provides a tax and financial services platform that enables individuals, tax professionals, SMEs, and enterprises to file Income Tax Returns (ITR), optimize deductions, and manage GST/compliance with AI-powered features and robust security.
Target Customer
Individuals (salaried, self-employed), tax professionals/CA firms, SMEs, and large enterprises seeking ITR filing, GST/compliance tools, and related tax services.
Key Differentiator
India’s first Agentic AI Tax Filing platform with AI-assisted ITR filing, auto-filled data from PAN/Form 26AS, 100% accuracy claims, and a broad ecosystem of in-house tax experts, GST tools, and live/CA-assisted filing options. Emphasizes speed (e.g., filing in minutes) and maximum refunds.
Implementation Timeline
Value can be realized quickly: DIY ITR filing stated at about 3 minutes; CA-assisted and LIVE filing options provide guided support; some users report filing in minutes (e.g., 6 minutes). Official timing mentions include 24-hour filing turnaround in certain plans.
Pain Points
- 1Complex ITR filing across multiple income sources (salary, house property, capital gains, business, etc.).
- 2Need to maximize tax refunds and optimize deductions (e.g., Section 80C, 80D).
- 3Manual, time-consuming filing process with risk of errors and compliance gaps.
Key Features
- 1Self ITR filing with auto-fill and data pre-population, claimed to enable filing in minutes.
- 2CA-assisted and LIVE filing options with expert guidance and support.
- 3AI-powered e-filing platform (Agentic AI) and 3-minute DIY filing workflow.
- 4Data security and compliance: 128-bit SSL, SOC 2, ISO 27001 data centers, quarterly VAPT audits.
- 5GST and related compliance tools (GST filing, e-invoicing, e-way bill, ITC optimization) and related apps (ClearGST, ClearOne, etc.).
- 6Mobile/app ecosystem and status tracking (ClearOne App, etc.).
Target Customer Industries
Decision Makers
- 1Chief Financial Officer
- 2Head/VP/Director/GM (Finance/Taxation)
- 3Head/VP/Director/GM (Accounts/Audit)
- 4Senior Manager (Finance/Taxation)
- 5Senior Manager (Accounts/Audit)
- 6Tax Practitioner
- 7CA / Tax Expert
Client Results
- 1Refunds delivered in the billions (₹1,050 Cr+ refunds delivered last year).
- 2Billions in tax refunds processed and more than 6 million tax returns filed.
- 3Thousands of businesses and millions of taxpayers trust the platform (5M+ taxpayers; 60k+ tax experts).
- 4GST filings described as 3x faster, with faster invoice reconciliations (5x) and e-way bill generation (10x).
- 5Users report faster, simpler filing flows (e.g., filing in under 3 minutes; 6-minute personal filings).
Competitive Advantages
- 1Agentic AI-driven filing and auto-population reduce manual data entry and errors.
- 2Multiple service tiers (DIY, CA-assisted, LIVE) to fit user needs and budgets.
- 3Strong security posture (SSL, SOC 2, ISO 27001) and data privacy commitments.
- 4Large ecosystem of tax experts (60k+), in-house tax specialists, and extensive product suite (GST, ITC optimization, invoicing, e-invoicing, e-Way bill).
- 5Proven scale (millions of taxpayers, billions in refunds, thousands of businesses) and recognized industry awards.
Key Benefits
Case Studies & Success Stories
Titan Company Limited – GST/ITC optimization and compliance
Customer testimonial highlighting ease of GST returns and faster reconciliation (from 7-8 days to hours) with ClearTax’s tax/compliance stack.
Printing Goods – SME filing efficiency
Small business owner testimonial praising simplified tax filing and compliance management aided by ClearTax tools.
Freelancer tax filing experience
Freelancer confirms auto-population and streamlined filing, with multiple Form 16s handled efficiently; claims filing in minutes.
Additional Product Information
Product Description
ClearTax is a tax and financial services platform offering income tax e-filing, GST software, TDS solutions, and related services for individuals, tax professionals, SMEs, and enterprises; features include DIY ITR filing, CA-assisted filing, and LIVE filing options, plus GST-related tools and apps.
Target Market
Individuals (salaried and self-employed), tax professionals/CA firms, SMEs, and large enterprises seeking tax filing and GST/compliance solutions.
Unique Value Proposition
India’s first Agentic AI Tax Filing platform delivering fast, automated ITR filing with maximum refund guarantees, supported by a large network of tax experts and a comprehensive GST/compliance stack.
Technical Requirements
Cloud-based platform with data security measures including 128-bit SSL encryption, SOC 2 compliance, ISO 27001 data centers; regular VAPT testing; data privacy commitments.
Pricing Model
Pricing includes CA-assisted ITR filing plans (e.g., starting from Rs 1299 for salary/house rent income scenarios; plans for capital gains and other income types), DIY and LIVE filing options, and a range of product suites for GST, ITC, e-invoicing, and related services.
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