Simple To Implement And Easy To Adopt
Quick setup
Start using Shodhana in hours.
Seamless integration
Connects directly to your existing tools without workflow changes.
Familiar workflow
Teams work the same way they do now, only faster.
Scalable for any firm
Use it across offices or entities without extra setup.
Intelligent Trial Balance Processing
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Auto-mapping across forms - Upload trial balances, and AI instantly organizes line items across all necessary tax forms.
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Variance detection - Flags discrepancies and missing data before review begins.
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Smart categorization - Maps accounts to correct tax categories without manual intervention.
Streamlined Review Workflows
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Multi-level approval - Associates, seniors, and partners review and sign off digitally at each stage.
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Real-time collaboration - All updates happen on the platform. No version control chaos.
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Audit trails - Complete record of who changed what and when for compliance.
One-click Tax Software Integration
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​Direct export - Push processed data to GoSystemRS, OIT, or Corptax with one click.
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Form generation - Generate PDF tax forms ready for review and filing.
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Data integrity - Maintain accuracy from trial balance to final return.
Enterprise Security Built In
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Role-based access - Permissions define who can view, edit, or approve each stage of the process.
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End-to-end encryption - Data stays protected in transit and at rest.
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Complete traceability - Every action is logged and time-stamped for audit readiness.
Built For How Accounting Teams Really Work
Shodhana automates the routine layers of tax preparation while keeping your review structure intact.
What AI-powered Efficiency Really Looks Like
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67% faster completion times
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55% cost reduction per engagement
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Zero outsourcing delays
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More capacity without hiring
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Better margins without cutting quality
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Strategic work instead of data entry
