IndiaCA Partners

Partner with Aktai Tax: refer your F&O trader clients and earn a referral fee

F&O trader returns are time-intensive. Data gathering, ICAI turnover reconciliation, audit applicability checks. Aktai Tax handles the data layer so your firm handles the judgement layer. The partner program pays a referral fee per client you bring in.

How the partner program works

Fill the form below with your firm name and number of trader clients. We will reach out within 2 business days with the referral agreement and payout confirmation.

Get your referral link

Once approved, you receive a unique referral link and code. Share it with your trader clients via email, WhatsApp or your client portal.

Client self-onboards

Your client signs up, uploads broker Tax P&L exports, and gets their Aktai Tax report. No calls, no data collection from you.

You receive the report

The client shares the structured PDF or Excel with you. You review the P&L, turnover, and audit flag, then prepare and file the ITR-3.

Referral fee credited

Once the client activates a paid plan, your referral fee is credited. We reconcile monthly and transfer by the 10th of the following month.

What you get as a CA partner

Referral fee per client

Earn a flat referral fee for each trader client you onboard to Aktai Tax. The exact payout structure is confirmed at sign-up. There is no cap on referrals.

Pre-built trading books

Your clients upload their broker P&L exports directly. Aktai produces the ITR-3 trading book: ICAI turnover, P&L by segment, deductible charges, audit flag, old vs new regime tax. You review and file.

Fewer data-chasing calls

The most time-consuming part of an F&O return is collecting and reconciling broker data. With Aktai, your client does that step. You get a structured, verified report.

Multi-client dashboard (pilot)

Firms in the CA pilot get access to a practice view where you can see all your onboarded clients, their audit status and filing progress in one place. Currently in private beta.

Who this is for

The partner program is best suited for CA firms or individual CAs who already have 10 or more active F&O trader clients per year. If your practice handles mostly salaried individuals with no trading income, the program is still open but the referral volume will be lower. Firms that handle high-volume traders with multiple brokers get the most value: Aktai's multi-broker aggregation removes the most manual work.

For context on how Aktai Tax works with CA practices, see Aktai Tax for CA firms and the CA firm tax software guide.

Register your interest

Fill in your firm details. We will contact you within 2 business days with the referral agreement and confirmed payout terms. The program is currently in early access, and we are onboarding a limited number of partner firms.

Frequently asked questions

What exactly does the referral program pay?

The specific payout per referral is confirmed during onboarding to the partner program. It is a flat fee per client who activates an Aktai Tax plan. We are in the process of finalising the payout model and will confirm it at sign-up. Register your interest below and we will reach out with details.

Do I need to sell Aktai Tax to my clients?

No. You refer and we handle onboarding. You share your referral link or introduce the client to us directly. Once the client signs up with your referral code, the fee is tracked automatically.

What does Aktai Tax produce for my client?

A PDF and Excel report covering: ICAI-correct F&O and intraday turnover, net P/L per segment, deductible trading charges, audit applicability check (44AB/44AB(e)), and old vs new regime tax comparison. The report feeds Schedule BP, Schedule P&L and advance-tax inputs for ITR-3. Your firm handles the balance sheet, personal deductions and ITR-3 submission.

Can I white-label the Aktai Tax report?

White-label output is on the roadmap for CA firms. The current pilot produces Aktai-branded reports. Register interest below and note this requirement; we will prioritise based on pilot feedback.

Which brokers are supported?

Zerodha, Upstox, Dhan, Groww, Angel One and ICICI Direct. Multi-broker clients can upload exports from all their brokers, and Aktai combines the turnover correctly. More brokers are added based on demand.

Aktai Tax · for Indian F&O and equity traders

Know your trading tax position all year, not just in July.

Import your broker P&L, get ICAI-correct turnover across every broker, an honest audit-applicability check, an old-vs-new regime estimate, and advance-tax nudges. A clean, tax-ready report your CA can use. No bank linking, no e-filing access.

✦ ICAI absolute-sum turnover⚡ Advance-tax reminders🔒 No bank linking

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Estimates for your reference, verify with a qualified CA. For Indian traders.

Aktai Tax produces estimates and computations for your reference, not tax advice. It does not file returns and has no access to your bank or the income-tax portal. Verify every figure with a qualified Chartered Accountant.