When you add a profile to your dashboard, you provide the credentials for the official tax portal. Our secure automated system acts as your authorized agent, logging into the portal on your behalf to fetch, structure, and organize your Income Tax Returns (ITR), historical filings, and demographic data. This completely automates the tedious process of manual downloads.
Absolutely. Security is our primary foundation. We encrypt your official portal credentials using enterprise-grade, industry-standard encryption algorithms before storing them in our secure databases. Your credentials are used strictly by our background systems for the sole purpose of fetching your designated data. We never share, sell, or expose your credentials or financial data to third parties.
Because our platform interacts directly with the official governmental tax portal, our background syncing process relies entirely on their uptime. If the official portal is undergoing maintenance, experiencing heavy load, or is temporarily unresponsive, our automated sync will intelligently pause and attempt to retry fetching your data at a later time.
Yes, you have full control over your account details. You can update your email address directly from the Settings dashboard. To maintain maximum security and prevent unauthorized account modifications, you will be required to verify the new email address using a secure One-Time Password (OTP) sent directly to your new inbox before the change is finalized.
A background sync typically requires anywhere from a few seconds to a couple of minutes to complete. This duration is highly dependent on the current responsiveness of the official tax portal and the volume of historical ITR data associated with your PAN. Once the background process successfully finishes fetching your data, your dashboard will automatically refresh to display the latest information.
Yes! Our platform is built to handle multiple profiles seamlessly. Whether you are managing your personal taxes, your family members' profiles, or operating as a professional managing multiple clients, you can add and track numerous PAN profiles from a single, centralized dashboard.
Yes, you have complete control over your dashboard. If you no longer wish to track a specific PAN or have automated syncing enabled, you can easily delete the profile at any time directly from the dashboard interface. Once deleted, it will be immediately removed from your active account and dashboard.
Exporting your data is incredibly simple. From your main dashboard, you can select specific profiles and use the export tools to instantly generate and download beautifully formatted Excel (CSV) reports. This allows you to easily share the structured data with your accountant or keep it for your personal financial records.