CaseIQ brings clients, Income Tax notices, proceedings, documents, replies, hearings, deadlines and follow-up into one connected workflow. Monitor meaningful portal activity, keep the case history organised, and use AI assistance when you need help understanding a notice or preparing a response.
Built for CA practices handling the full Income Tax case lifecycle — from portal activity and notices to documents, replies, hearings, deadlines and follow-up. Historical records stay useful without becoming artificial "overdue" work.
Keep clients and their Income Tax proceedings organised in one place, with case activity, documents and status visible from a single workflow.
Choose when CaseIQ checks your clients for new portal activity. Sync schedules can be configured around your practice and workflow.
Surface new or changed activity such as notices, communications, orders, attachments, replies, submissions and hearings instead of turning historical records into noise.
Keep notices, attachments, replies, submissions and orders together with the relevant client, assessment year and case — ready when you need them.
Historical imports are treated as reference records. CaseIQ focuses your attention on new and changed activity instead of flooding you with old overdue alerts.
CaseIQ uses a visible browser. If the portal presents a CAPTCHA or requires human interaction, you can step in and continue the workflow.
THE CASEIQ WORKFLOW
CaseIQ connects the steps a CA actually follows — so a notice does not become a loose PDF, a forgotten reply, or a disconnected deadline.
Keep the assessee and portal access information organised.
Monitor scheduled portal activity and surface new notices and communications.
Bring the notice, assessment year, activity and case history together.
Keep notices, attachments, submissions, replies and orders with the case.
Understand the notice, identify requirements and prepare a response with relevant context.
Draft, review and finalise the response with the CA in control.
Track new communications, orders, hearings, submissions and meaningful changes.
Historical Case Intelligence
Import backdated notices without turning every old due date into an overdue task. CaseIQ establishes a historical baseline and focuses attention on new or changed activity — such as a new notice, communication, order, attachment, reply, submission or hearing.
AI THAT WORKS WITH THE CASE
Your intelligent case companion — grounded in the relevant client, notice and PDF context. CaseIQ AI helps you understand what the notice is asking, identify what needs attention and prepare a response. It is designed to assist your judgement, not replace it.
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Supports Gemini, OpenAI, and Claude (Anthropic).
CaseIQ AI
Understand. Verify. Respond — with you in control.
Your client database, downloaded notices and case documents remain on your machine. CaseIQ has no central CaseIQ server receiving your case database. When you use AI, the relevant information for that interaction goes directly from your machine to the provider you configured.
Client data, downloaded notice PDFs and case documents are stored on your own machine. There is no central CaseIQ server receiving your case database.
CaseIQ uses the AI provider key you configure. When you use AI, relevant case information is sent directly from your machine to the provider you select; it is not routed through a central CaseIQ case server.
Portal interaction happens through a visible browser, keeping human intervention available when the portal requires it.
CaseIQ does not send your case database to a central CaseIQ server. When AI is used, only the information needed for that interaction is sent directly from your machine to the provider you configured.