What it does
- Bank & Cash: your accounts, checked with your bank (account and IFSC), with statements imported and sorted into categories.
- Transactions, Cash-flow and Budgets: where the money comes from and goes, month by month, against what you planned.
- Investments: shares, bonds and other investments typed in for the ITR — every purchase, bonus, split, sale and dividend, year by year.
- Income tax: the year's income head by head, deductions within their limits, both regimes worked out, the ITR form that fits, and a pack (PDFs, Excel and a draft ITR JSON) for the portal or your CA.
What it does not do
- It does not file your return or e-verify it: you file on incometax.gov.in (or through your CA). The return file it makes is a draft until an authorised software ID is set up.
- It does not give investment advice, fetch market prices or tell you what to buy or sell.
- It does not move money: it reads what you import or connect, and what you type in.
How your data is looked after
- Account, Aadhaar, demat and folio numbers are encrypted; only the last four digits are shown.
- Two-factor sign-in is available, and every change and every export is recorded in your audit log.
- You can download a copy of all your data, or delete your account and everything in it, from My account → Your data.
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Contact supportNeed help?
If you have any questions about this page, write to support@lingsaa.com.