Investment Proof Verification System

Simplify and secure your investment proof verification process with our intelligent system, designed to validate documents quickly and accurately, ensuring compliance and minimizing manual errors for seamless financial audits.

What Is Investment Proof Verification System ?

Tax-O-smart launches Online Investment Proof Verification System to help companies get rid of the tedious process of collecting proof of investment from employees manually Employees can then log in to the system and upload the documents which the employer can review, accept or reject

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Key Features

Online submission of documents

Document preview appears in a single screen

Tagging of documents under respective investment categories for easy verification.

Generate Form 12BB in a single click

How It Works

Employee receives an email for submission of investment proof

Employees upload the investment proofs

Verifier reviews the documents and accepts or rejects them

Notification email sent after review is completed

Export data to Excel and import into your payroll system

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