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Onboarding CA firms for FY 26–27 tax audit season

AI Tax Audit Workbench
for Indian CA firms.

Turn client ledgers, GST data, 26AS/AIS, and financials into Form 3CD drafts, exception notes, and source-backed working papers. AI prepares the first layer. Your CA team reviews, edits, and approves.

One-file pilot 48-hr onboarding ICAI-compliant

Built for the FY 26–27 tax audit season. Expanding into GST annual return (9/9C), ITR support, bookkeeping review, and company audit workpapers.

app.lexify.in/engagements/saraswati-textiles
Clause 21(b) · High risk
Amounts not allowable u/s 40(a)(ia)
Exception flagged
AI Draft
62% confidence

The assessee paid ₹4,20,000 to Khanna & Associates on 15 Sept 2026 for professional fees, without deducting TDS u/s 194J. Per Form 26AS, no TDS entry exists. 30% disallowance (₹1,26,000) proposed unless TDS deposited before return-filing date.

Time saved
47 mins
Confidence
62%
Citations
5 sources
Lexify activity · live
Form 3CD drafted for Saraswati Textiles · 12 clauses in 4 minsGSTR vs books reconciliation complete · 47 mismatches flaggedForm 26AS parsed · ₹4.2L TDS exception detectedTrial balance synced from Tally · 247 ledgers mappedClause 21(b) flagged · TDS non-deduction on professional feesForm 3CD drafted for Saraswati Textiles · 12 clauses in 4 minsGSTR vs books reconciliation complete · 47 mismatches flagged
The problem

Tax audit preparation is still too manual
and the season is unforgiving.

Client data comes late. Ledgers need review. GST/26AS/AIS mismatches need checking. Form 3CD still takes hours per file. The bottleneck is not CA expertise — it is repetitive preparation work.

6+ hrs
per client file
Form 3CD prep is still hand-stitched.

Client data arrives in messy Excel, Tally exports, PDFs, and GST downloads. Juniors spend hours normalising ledgers and preparing base working papers before a single clause is even drafted.

5–7
data sources per audit
GST, TDS, 26AS, AIS — checked separately.

Books vs GSTR-1/3B/2B. Books vs 26AS/AIS. Depreciation, MSME, loans, cash payments, related parties. Mismatches live in different tabs and inboxes — not one review surface.

Sep 30
deadline pressure
Capacity ceiling hits every season.

Partners review too many low-level details instead of focusing on risk. Firms cannot take more work without adding temporary staff. The bottleneck is not CA expertise — it is repetitive preparation work.

The principle

Built for review,
not blind automation.

Without Lexify
· Staff manually checks ledgers
· Form 3CD prepared clause by clause
· GST/26AS/AIS checked separately
· Partner reviews full file end-to-end
· Working papers are scattered
With Lexify
· AI prepares the first review layer
· Clause-wise drafts with source evidence
· Exceptions in one review dashboard
· Partner reviews high-risk items first
· Export-ready working paper pack
The product

Lexify prepares the
first audit layer.

Upload client data → AI normalises ledgers → Clause-wise drafts generated → Exceptions flagged → CA team reviews evidence → Partner approves → Working papers exported.

From raw PDFs to filed Form 3CD.

Drop trial balance, GL, GSTR, 26AS. Lexify parses, normalises, and structures everything against the 65 clauses of Form 3CD. Each clause is drafted with citations to source ledger lines.

Drag-and-drop document classification (TB, GL, GSTR, 26AS, AIS, FAR)
Auto-mapping of 247 ledger heads to 23 clauses
Form 3CA/3CB/3CD export — uploadable to IT portal
Documents · Saraswati Textiles
Document checklist · 26 items
5 accepted
Trial Balance — Q4
Blocked · client overdue 4d
Urgent
General Ledger
In review
Urgent
Form 26AS
Accepted
High
GSTR-1 (12 months)
Accepted
High
Fixed Asset Register
Requested
High
The math

Your team's hours,
back in your season.

Lexify cuts ~60% of prep and review time per audit file. Tell us your files, team, and rate. We'll show the hours freed — and what they're worth.

What does a junior on prep work cost? (per month)
Juniors doing audit prep work3 people
Tax audit files this season40 files
Partner billable rate (₹/hour)800/hr
Hours freed this season
400 hrs
Across 40 files · Worth ₹1.5L at your team's blended rate
Junior prep freed
240 hrs
Worth ₹0.24L at avg junior rate
Partner hours back
160 hrs
Worth ₹1.3L at your billing rate
Files you could add
+24 files
In same season, if demand exists
Lexify season pack
₹0.45L
Starter pack · one-off, no monthly fee
By the numbers

Built for review, not theatre.

60–70%
less preparation time
Per tax audit file, vs manual prep
65
Form 3CD clauses
AI-drafted with source evidence
85%+
AI clause accuracy
Every draft cites the source ledger line
100k
CA firms in India
Built for the way Indian firms work

"We ran our first three tax audits on Lexify last month. The clause-21 disallowance flag alone caught a ₹4.2L exposure my junior would have missed. The clause-wise drafts and source evidence saved us hours per file."

Pankaj Mehta, CA
Partner · Mehta & Associates, Pune
4-partner firm, 18 staff

"What I like is that Lexify prepares the first audit layer — clause drafts, exceptions, evidence — and leaves the review and sign-off to us. The CA stays in control. The tedious prep work doesn't."

Sneha Iyer, CA
Founding Partner · Iyer Compliance, Bengaluru
2-partner firm, 8 staff

"Tax audit season used to mean three months of preparation pressure. With Lexify, my team reviews clause drafts and exceptions instead of starting from scratch. We took on more files this season without adding temporary staff."

Rajiv Kapoor, CA
Managing Partner · Kapoor & Co., Delhi
6-partner firm, 32 staff
The roadmap

Starting with Tax Audit.
Expanding into the AI operating layer for CA firms.

We are starting where the seasonal pain is highest. Each future module builds on the same evidence, exception, and review engine — same uploaded data, same workflow.

Shipped
Coming next quarter
Planned
Live · FY 26–27
Tax Audit Workbench

Form 3CA/3CB + 3CD from raw documents to final pack. 65 clauses, AI-drafted with evidence.

Drop in TB, GL, GSTR, 26AS, AIS. We parse, reconcile, flag exceptions, and draft every clause with citations to source ledgers.
Oct–Dec 2026
GST Annual Return (9/9C)

Books vs GSTR-1/3B/2B reconciliation. GSTR-9 and 9C reconciliation statement preparation.

Natural follow-on from the tax audit file. Same client data, same review workflow, second value moment.
Jul–Sep 2027
ITR Support

ITR-3, 4, 5, 6 data preparation, mismatch checks, and return support from your audited books.

Captures your second busy season. Same data foundation, second value moment for the firm.
Late 2027
Bookkeeping Review

Monthly ledger checks, bank statement parsing, and exception review for client books.

Year-round stickiness. AI reviews the books your team would otherwise check line by line.
2028
Company Audit Workpapers

Audit planning, vouching support, schedules, and review notes for Companies Act audits.

Opens the market beyond Section 44AB. Bigger engagements, higher contract value.
2028
Client Portal

Magic-link login for clients. Document requests, upload tracking, query threads.

Kills WhatsApp chaos. Documents arrive on time because clients can see what is pending.
2028
Compliance Calendar

Every statutory due date. Client-wise tracking. Risk flagging before deadlines slip.

Year-round nerve center for the firm — even when no audit is running.
Founding firm program · 14 of 25 seats taken
Season-pack discount + direct line to founders + you shape what ships next.
The landscape

How we stack up.

Feature
Lexify
Coraa.ai
ClearTax
Tally
Clause-wise Form 3CD drafts with source evidencepartial
Books vs GSTR-1/3B/2B vs 26AS/AIS reconciliationpartialmanual
Exception dashboard (TDS, MSME, depreciation, 43B)
Multi-level review workflow + partner sign-off
Working paper exports (Excel + PDF)partialmanual
Modern UX (not 2010 desktop software)
Season-pack pricing₹45K–2L/season₹2–3K/entity/yr₹40K/yr (GST only)₹54K one-time
Pricing

Built around the season.

Start with one client file. Upgrade to a season pack if your team sees value. No engagement fees. No surprise overages.

Starter
For small firms · up to 10 files
45,000/season
Try Lexify on one season.

  • Up to 10 tax audit files
  • Form 3CA/3CB/3CD clause drafts
  • Exception dashboard (GST, 26AS, AIS, TDS)
  • Source-backed evidence on every output
  • Email support · 48-hr onboarding
Most chosen
Growth
For mid-sized firms · up to 25 files
1,00,000/season
Most chosen for FY 26–27.

  • Everything in Starter, plus:
  • Up to 25 tax audit files
  • Multi-level review workflow
  • Working paper exports (Excel + PDF)
  • GST annual return (9/9C) early access
  • Priority support + onboarding
Firm
For larger firms · 50+ files
2,00,000/season
Full season coverage.

  • Everything in Growth, plus:
  • 50+ tax audit files
  • Partner sign-off queues + audit trail
  • Dedicated success manager
  • Custom templates + integrations
  • Roll-over into GST 9/9C, ITR, bookkeeping
All plans include: hosted in India · AES-256 encryption · daily backups · unlimited team seats · ICAI-compliant exports
Questions

Frequently asked.
Honestly answered.

Don't see your question? Email us — a founder will reply within 24 hours.

Yes. Lexify generates Form 3CA/3CB and 3CD in the exact format prescribed by the Income-tax Act and uploadable to the IT portal. Every clause draft cites the source ledger line, so your working papers are audit-ready. The CA is always the signer — Lexify is the workpaper, never the auditor.

Run one client file
through Lexify.
See the season differently.

Upload one client's ledgers, GST data, 26AS/AIS, and financials. See clause drafts, exceptions, and export-ready working papers before you commit to a season pack.

Pilot with your real data 48-hr onboarding Founder-led demo