How to make an app for a tax consultant

A tax practice with hundreds of ITR clients and a few dozen GST clients lives by due dates: who has sent papers, whose return is filed, who still owes the fee. An app for your office shows what is pending for each return period, so the July rush and the monthly GST dates don't depend on a register.

Updated 2026-11-09

Who uses the app

The consultant and one or two assistants. If only you use it, the data stays on your phone. If assistants mark returns filed from their own phones, connect your own Supabase database with sign-in; PAN and income details are private.

The screens a tax consultant app needs

Due now: Returns due in the current period, split into papers pending, ready to file and filed
Clients: Search by name, PAN or phone; each client with type (salaried, trader, firm), returns handled and fee
ITR tracker: Each ITR client for the year with stage, filing date, acknowledgement number and verification done or not
GST tracker: Each GST client by month or quarter with returns filed and dates
Papers pending: Clients who still have to send documents, with what is missing
Fees: Fees per client per year or month, received and pending, with receipts as PDFs

Features worth asking for

A WhatsApp button with a ready message listing the papers still needed from a client
Return stages with dates, so you can tell a client exactly when their return was filed
A list of ITRs filed but not yet verified, to follow up
A fee receipt as a PDF with your name and the work done
A pending-fee list with a polite WhatsApp reminder
Hindi labels on the screens your assistants use, if they prefer

Where the data lives

If you are the only user, client data stays on your phone. If assistants use the app too, connect your own Supabase database with sign-in so only your office can open it. For collecting fees online, connect your Razorpay account; the money goes to you.

How to make it with AppCub, step by step

Decide what the app does. List the screens you need, for example: Due now, Clients, ITR tracker, GST tracker, Papers pending.
Describe it to AppCub. Paste the request below, changed to your own business and details.
Check the plan. AppCub shows the screens and features it will build. Change them in the chat until they are right; seeing the plan is free.
Try it on your phone. The app runs live next to the chat. Scan the QR code to install it, and ask for changes.
Share it. Share it as a web link, an APK file, or publish it on Google Play from your own developer account.

Copy this request, change the details to match your tax consultant, and paste it into AppCub:

Make an app for my tax practice, Desai Tax Services in Surat. Screens: due now, clients, ITR tracker, GST tracker, papers pending and fees. Each client has name, PAN, phone, type (salaried, pensioner, trader, firm), and services: ITR, GST monthly or quarterly, TDS. ITR tracker for the year: papers received, prepared, filed, verified, with acknowledgement number. GST tracker by month. Papers pending list with a WhatsApp button that lists what is missing. Fees per client with receipt as PDF and a pending list. Assistants sign in. Green and white colours.

Tips for a tax consultant app

Start with the ITR tracker before June; it is the period when a list matters most.
Enter clients once with PAN and type, and roll them into the next year rather than retyping.
Keep document photos out of the app unless you need them; a note that papers were received is often enough.
Agree with assistants on what 'ready to file' means so the stages stay honest.
Take a backup of the data from settings after each busy week.

What it costs

Describing your app and seeing AppCub’s plan for it is free.
A new app usually takes 60 to 110 credits. Start with the 2-day trial for ₹99 (150 credits, enough for one app and a few changes) or the one-time App Pack for ₹499. Starter is ₹1,599 a month for 700 credits.
Google Play needs a paid plan (it includes the Play Store bundle and your app’s signing key) and your own Google Play developer account, a one-time US$25 fee to Google.
Work that fails or is rolled back costs no credits.

See all plans

Good to know

AppCub doesn't connect to the income tax or GST portals or to accounting software, so it doesn't file returns or fetch their status. You file as usual and mark the return in the app; messages go out when you tap the WhatsApp button.
AppCub builds Android apps. You can also share the app as a web link that opens on any phone; for the iPhone App Store, AppCub’s team can do it for you.

Questions

Can the app file ITR or GST returns?

No. AppCub doesn't connect to the government portals. The app tracks which returns are pending and filed; you file them as usual.

Can the app remind clients to send their papers?

A button opens WhatsApp with a ready message listing what is missing, and you send it. Nothing goes out by itself.

Can I see which ITRs are filed but not verified?

Yes. Ask for a verified step in the ITR tracker and a list of returns filed but not verified.

Can the app keep GST clients by month and ITR clients by year?

Yes. Ask for a GST tracker by month or quarter and an ITR tracker by assessment year, both linked to the same client list.

Is it safe to keep PAN numbers in the app?

By default the data stays on your phone. With a database, it is in your own Supabase project with sign-in for your staff only.

Can clients pay my fee in the app?

Yes, with a payment button on your own Razorpay account after connecting Razorpay and Supabase in the chat. The money goes to you, not AppCub.

Make your tax consultant app

Seeing the plan is free. Building starts with a 2-day trial for ₹99.

Start building