How to Use - TaxAbide Platform
Step 1 – Sign Up for a New Account
Register
  • Visit https://taxabide.in and click Sign Up
  • Select your user role: Client, Franchise, CA, Department, or Admin
  • Enter your full name, email address, and mobile number
  • Verify your mobile number with the 6-digit OTP sent to your phone
  • Create a strong password for your account
  • Click Submit to complete registration
Step 2 – Sign In to Your Dashboard
Login
  • Go to https://taxabide.in and click Sign In
  • Enter your registered mobile number or email address
  • Type your password in the password field
  • Click Login to access your personalized dashboard
Step 3 – Set Up Your MPIN
Security
  • Log in to your account using your email and password
  • Click on your Profile Icon at the top right corner
  • Select Account Settings from the dropdown menu
  • Go to the Security tab and click Generate MPIN
  • Enter a 4 to 6-digit numeric code
  • Re-enter the same code to confirm
  • Click Save to activate your MPIN
Step 4 – Login Using MPIN
Quick Login
  • Go to the TaxAbide login page at https://taxabide.in
  • Switch from Password mode to MPIN mode using the toggle option
  • Enter your registered mobile number
  • Type your 4 to 6-digit MPIN code
  • Click Login to access your dashboard instantly
Step 5 – Reset Forgotten MPIN
Recovery
  • On the login screen, click the Forgot MPIN link
  • Enter your registered mobile number
  • Enter the 6-digit OTP received on your phone
  • Click Verify OTP to confirm your identity
  • Set a new 4 to 6-digit MPIN code
  • Re-enter the new MPIN to confirm
  • Click Save and you will be logged in automatically
Step 6 – Add a New Client (For Franchise & CA Users)
Clients
  • Log in to your Franchise or CA account
  • Go to the Clients section from the main dashboard
  • Click on Add New Client button
  • Enter client name, email address, and mobile number
  • Enter client PAN number and a temporary password
  • Click Save to create the client account
  • Client receives login credentials via email or SMS
Step 7 – Apply for a Tax Service
Services
  • From your dashboard, go to the Services section
  • Browse through service categories: Tax Filing, Business Registration, Licenses, Insurance
  • Click on the service you want to apply for
  • Review the service details and pricing
  • Click Apply Now or Order Service
  • Fill in the required information in the application form
  • Upload necessary documents (PAN card, Aadhaar, bank statements)
  • Click Submit Application to place your request
Step 8 – Track Your Service Status
Orders
  • Go to the Orders section from your main dashboard
  • Click on View All Orders to see complete list
  • Check the current status of each application: Submitted, Verification, Review, Approval, Completed
  • Click on any order to view detailed progress
  • Download completed documents from the order details page
Step 9 – Upload Documents for Verification
Documents
  • Go to the Documents section in your dashboard
  • Click on Upload Documents button
  • Select the service or application requiring documents
  • Choose document type from the dropdown menu: PAN Card, Aadhaar Card, Bank Statement, Income Proof
  • Click Choose File to select document from your device
  • Click Upload to submit the document securely
  • Uploaded documents will show Pending Verification status
Step 10 – Manage Franchise Team Members
Team
  • Log in to your Franchise Owner account
  • Go to Team Management section from the dashboard
  • Click on Add Team Member
  • Select team member role: Sales Executive, Support Executive, Document Verification Staff
  • Enter team member name, email address, and mobile number
  • Click Save to add team member
  • View all team members in the Team List section
Step 11 – Search for Services
Search
  • Locate the Search Bar at the top of your dashboard
  • Type keywords related to the service you need: "GST registration", "ITR filing", "PAN card"
  • Click the Search icon or press Enter
  • Browse through search results matching your query
  • Use filters to narrow down results by category, price range, or processing time
  • Click on any service to view details and apply
Step 12 – View Order History
Orders
  • Go to the Orders section from main menu
  • Click on Order History or All Orders
  • View complete list of all past and current orders
  • Each order shows Order ID, Service Name, Date, Status, and Amount
  • Click on any order to view complete details
  • Download invoices or completed documents from here
Step 13 – Update Profile Information
Profile
  • Click on your Profile Icon at top right corner
  • Select My Profile from dropdown menu
  • Click Edit Profile to make changes
  • Update your name, email, or mobile number
  • Click Save Changes to update your information
  • Change your password by clicking Change Password and following steps
Step 14 – Explore Additional Services
Services
  • From the main dashboard, scroll to Service Panels section
  • Click on different panels to explore: Taxation Panel, Insurance Panel, Mutual Fund Panel, Business Services Panel
  • Click View All to see complete service list in each category
  • Click Add or Buy to apply for a service directly
  • Explore new services added regularly to the platform
Step 15 – Logout from Your Account
Logout
  • Click on your Profile Icon at the top right corner
  • Scroll to the bottom of the dropdown menu
  • Click on Logout or Sign Out
  • You will be redirected to the login page
  • Your session ends and account remains secure
Quick Process at a Glance
Sign Up
Sign In
Set MPIN
Browse Services
Apply for Service
Upload Documents
Track Status
Download Certificate
Logout