Your customers
- Small traders and shopkeepers
- Small manufacturers and contractors
- Composition dealers
- Salaried people and pensioners
- Professionals (doctors and tutors)
Professional and business services · Services
MatruOS for a tax practitioner or GST consultant
Set up the way a tax practitioner or GST consultant runs: monthly or quarterly GST filing fees; ITR fees per return; TDS return fees per quarter; GST registration, amendment and cancellation; GSTR-9; replies to GST and income-tax notices; small registrations (Udyam, food, shop act); referral share on audit work passed to CAs. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a tax practitioner or GST consultant deals with today, and what MatruOS sets up for it
Today
Client data arrives on the 10th and every return is filed in a last-day rush. Input credit claimed that is not in GSTR-2B leads to notices.
In MatruOS
MatruOS sets up 9 routines, 2 workflows, 4 registers and 5 licences for a tax practitioner or GST consultant, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Small business
- munim or own books
- tax practitioner (returns)
- GST and income-tax portals; audits
- CA
Your suppliers
- Return filing software
- Accounting software
- Digital signature (DSC) vendors
- CA firm (audits and certificates)
- Internet and printing
Credit and cash
Clients billed monthly or yearly; many pay only when the next return is due; 2-4 months' fees outstanding is normal; software paid yearly in advance
Monthly fees trickle in; big cash comes in the ITR season (Jun-Jul) and in GSTR-9 season (Nov-Dec); staff paid monthly
Your screens use your words
CustomerClientOrderReturnItemFilingInvoiceFee billSupplierSoftware vendor
How it works
How MatruOS is set up for a tax practitioner or GST consultant
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Tax practitioner / GST consultant", typed when you sign up.
- Recognised as a tax practitioner or GST consultantRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a tax practitioner or GST consultant
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Lists clients whose data is missing for the next due dates, drafts a reminder in the client's language with what is missing, and repeats until the data is marked received
Asks you before sending
Matches each client's purchase bills with GSTR-2B, lists bills missing in 2B with the supplier's name, and prepares the eligible credit figure for 3B
Works it out and shows you
Prepares the month's fee bills, lists clients unpaid for more than 2 months with amounts, and drafts polite reminders
Asks you before sending
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
10:00 amChase client data for this month's returns
- 1List clients whose bills or statements have not come for the coming due dates
- 2Send each a reminder with the date and what is missing
- 3Mark data received in the filing tracker
Every week
Mon 11:00 amWeekly portal check for notices and orders
- 1Check GST and income-tax portals for every client's new notices
- 2Enter each notice with its reply date
Every month
1stGSTR-1 filing (monthly by 11th, quarterly by 13th)
- 1Enter sales, check B2B GSTINs and HSN summary
- 2Practitioner reviews; client approves totals
- 3File and save the ARN
17thGSTR-3B with GSTR-2B match (monthly by 20th)
- 1Match purchase register with GSTR-2B; list suppliers not filed
- 2Claim only eligible input credit shown in GSTR-2B
- 3Client pays the tax challan; file by the 20th (22nd or 24th for QRMP)
5thTDS deposit and quarterly TDS returns
- 1Remind TDS clients to deposit last month's TDS by the 7th
- 2Quarterly TDS returns by 31 Jul, 31 Oct, 31 Jan and 31 May
25thMonthly fee bills and follow-up
- 1Send fee bills for the month
- 2List clients with more than 2 months unpaid; practitioner decides to hold work or not
Every year
Nov, DecGSTR-9 and year-end (by 31 December)
- 1Reconcile the year's GSTR-1, 3B and books for GSTR-9 clients
- 2Pass audit-level clients to the tie-up CA
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Monthly GST cycle per client
- 1Data received
- 2GSTR-1 prepared
- 3Client approves figuresNeeds approval
- 4GSTR-1 filed
- 52B matched and 3B filed
Notice from receipt to closure
- 1Notice found and logged
- 2Papers collected from client
- 3Reply drafted
- 4Client approves replyNeeds approval
- 5Reply filed or referred to CA
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Clients
Filing tracker
Fee ledger
Notices
Return review before filing
No wrong return, no blocked credit, no late fee
Notice handling
Answer every notice on time or hand it to a CA or advocate
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Monthly GST return filing (GSTR-1 and 3B) | 998231 | 18% |
| Quarterly GST filing under QRMP | 998231 | 18% |
| Composition dealer filing (CMP-08 and GSTR-4) | 998231 | 18% |
| GST registration | 998231 | 18% |
| GST annual return (GSTR-9) | 998231 | 18% |
| ITR for salaried person | 998232 | 18% |
| ITR for proprietor with profit and loss | 998232 | 18% |
| TDS return | 998231 | 18% |
| Reply to GST or income-tax notice | 998231 | 18% |
| Udyam or food registration help | 998231 | 18% |
- GST registration
- PAN
- Shops and Establishments registrationIf it applies
- Professional tax registrationIf it applies
- Udyam (MSME) registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
PractitionerClient meetings, reviews every return before filing, notice replies, fee rates.
Filing assistantCollects data, enters bills, matches GSTR-2B, prepares returns.
Office helperCollects papers, prints, chases fees.
Tie-up CATax audits, certificates, complex appeals.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a tax practitioner or GST consultant?
Type one line about your business when you sign up, for example "Tax practitioner / GST consultant". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Professional and business services
Other services in professional and business services
Run a tax practitioner or GST consultant on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes