Optotax review
Cloud GST filing and reconciliation for CAs with a multi-client dashboard
Our verdict
Optotax, built by fintech company OPEN, is a cloud GST platform for CAs and tax consultants. It reconciles GSTR-1, 3B, 2A and 2B against books, files GSTR-1 and 3B from reconciled data, and puts every client GSTIN on one dashboard. Every plan allows unlimited GSTINs and users; pricing is by report downloads.
- Ease of use
- 4.4
- GST features
- 4.2
- Value for money
- 4.4
- Support
- 4.1
- Security
- 4.4
Pros
- +Unlimited GSTINs and firm users on every plan
- +One client dashboard across all GSTINs, with bulk GSTIN add
- +GSTR-1, 3B, 2A and 2B reconciliation feeding one-click GSTR-1/3B filing
- +Published price from ₹5,990/year (+ GST)
Cons
- −Plans capped by report downloads (600/year on Silver)
- −IMS, e-invoice, e-way bill and Tally import not confirmed
- −Notice and litigation management only on Enterprise
Who should use Optotax
- CA firms that want a cloud dashboard for filing and reconciliation across many client GSTINs
- Practices filing monthly and QRMP GSTR-1/3B for many clients
- Firms that want unlimited staff logins
Who should look elsewhere
- Firms that need composition or annual-return filing confirmed in the same tool
- Practices that rely on IMS or e-invoice workflows
What is Optotax?
Optotax is made by Open Financial Technologies (OPEN), based in Bengaluru. It runs fully in the browser with no installation.
It reconciles GSTR-1, 3B, 2A and 2B against purchase and sales data, files GSTR-1 and 3B from reconciled records for monthly and QRMP clients, and adds challan, notice and litigation modules.
Key features
Client dashboard
All client GSTINs and their filings on one dashboard, with bulk GSTIN add.
Reconciliation
GSTR-1, 3B, 2A and 2B against purchase and sales data with mismatch detection.
Return filing
One-click GSTR-1 and GSTR-3B filing from reconciled records; monthly and QRMP.
Imports
Invoice upload in Excel and JSON.
Optotax pricing
Pricing as published by the vendor, last checked November 2026, excluding GST. Confirm current pricing on the vendor's website.
Frequently asked questions
How much does Optotax cost?+
Silver is ₹5,990 a year and Platinum ₹16,990 a year, both plus GST, with unlimited GSTINs and users; plans differ by report downloads (600 vs 2,400 a year). Enterprise is priced on request (optotax.com/pricing, checked November 2026).
Does Optotax file GST returns?+
Yes. Optotax files GSTR-1 and GSTR-3B from reconciled records for monthly and QRMP clients.
