Advance your practice and elevate your performance by utilizing the latest feature, allows you to achieve your goals with greater ease and speed.
Your clients can effortlessly download, access, and obtain vital information about documents, invoices, receipts, and outstanding balances and they can make payments hassle-free too. Moreover, they can seamlessly utilize this AI chatbot through their registered mobile numbers, streamlining their experience and enhancing convenience.
Effortlessly transfer your practive data to tally in a single click. Seamlessly download your data in xml format and import it into tally. All your clients, services, invoices, and receipts will be instantly imported.
Practive has designed a smart and advanced dashboard specifically for you. Where you can overview tasks, customers, employees, attendance, billing, performance and more.
Task Management
Create tasks with one simple click by adding basic details like choose client, service, date, tag, and assign it to your team member.
You can automate the task, set the frequency, and auto-assign it to team members.
Add remarks, comments, and notes in the task to notify the assigned member.
You can easily track the time spent on each task.
You can quickly check and update the task’s status according to the current status, e.g. pending, in progress, completed, and verified. You can also manage the logs.
Add a To-do under a task as a sub-task, e.g., Where GSTR-3B is a task and sales details are a To-Do.
You can easily upload the documents related to the task and download the document uploaded by your clients.
You can easily view and monitor task activities with details such as time, assigned members, etc.
Clients
Add and manage clients by filling in basic details like contact info, GSTIN, PAN and Firm Details.
You can easy to manage your client’s recurring services, availed services, auto billing and many more.
You can easily group clients by their relevant connections, like the same company, group of companies, or family members.
You can easily manage your clients with unique features like which service they opted for, their passwords, documents and ledgers, and more.
With a simple one-click, upload the client’s data in Practive Software using Excel or CSV files.
Use custom fields to add additional information about the clients.
Send automatic notifications to your clients through SMS, Email, and WhatsApp for Return Documents, Payment Reminders, Invoices, Receipts, Birthday Wishes, and more.
You can give labels to tasks and clients on a priority basis and add multiple tags to one client and tasks like urgent, important, etc.
Users
You can add or remove users from Practive software and easily manage them with their roles and designations.
Control access to your dashboard by assigning specific roles and restrictions to your team members, ensuring they only have access to relevant data and optimizing dashboard usage.
Services
Add or edit services with advanced features like enable/disable, recurring settings, SAC code, price, GST percentage, and you can assign services to your teams.
Add some milestones in service to track the status of a particular service. You can also add custom fields to add more details about the services.
Document Management
Effortlessly manage your documents in-out register using our advanced software. Our system allows you to track the status of each document with detailed information such as received, given and returnable, date, client, location, and remark.
You can easily manage your client’s DSC inventory. You can create and update DSC renewal tasks both automatically and manually. You can also set a DSC renewal reminder which will be automatically sent to your client via SMS, WhatsApp and email.
You can create the documents request then clients can securely upload their documents using an OTP login to your website. Access all uploaded documents conveniently from the Practive software.
Billing
Create invoices with ease by adding multiple billing entities to your account. Customize each entity by setting the logo, address, GSTIN, invoice number series, and contact details. You can also set a default billing entity for streamlined invoicing.
Make professional invoices with a few clicks. Choose Billing Entity, enter the invoice date, invoice number, payment term, and client name then select the service for which you want to make an invoice.
You can easily view the invoice from the invoice list and then edit, print, cancel and download it.
Choose the time frame and view, print and download the ledger.
You can submit expenses in an effortless way. Enter the date, expense type, payment mode, amount, note and attach the file. If the expense is due to the client, you can also select them.
WEBSITE
A website will be built for you where your clients can access their return data by logging in through OTP.
Mark the attendance of your staff with their in-out time. It is very simple; you just click on the day of the calendar and select the time of in-out or mark absent.
Many reports will help you in-depth analyze your office from the inside. There are many reports you can generate or download.
There are many important features like
Manage Your Office and Employees in a Smarter Way with Practive.
