Advance your practice and elevate your performance by utilizing the latest feature, allows you to achieve your goals with greater ease and speed.
Get a complete overview of your office on the Practive Dashboard. Important updates, pending actions, performance insights, and live status. Everything is organized and easy to understand.
Task Highlights
Important tasks by due dates are highlighted so nothing is missed.
Task Summary
View total tasks by status to quickly understand progress and workload.
Compliance Calendar
Stay updated with all compliance deadlines directly on the Practive dashboard.
Unbilled Tasks and Packages
Quickly see pending billable work to ensure nothing goes uncharged.
Best Performer
Track employee productivity and performance based on completed work.
Manage your work easily and make sure nothing gets missed. From assigning tasks to tracking progress, Practive helps you stay organized and stress-free.
Add tasks with just one click and organize them the way your firm works.
Bulk Client Selection
Create one task and assign it to multiple clients. No repetition needed.
Deadlines that Matter
Set a due date and target date, so work is always delivered on time.
Assign Users & Smart Tagging
Add the team members to work and use tags to quickly filter, group, and find tasks in just two clicks.
Document Requests
Ask clients for required documents directly inside the task.
Save hours of manual work by automatically creating tasks based on frequency.
Recurring Schedules
Monthly, Quarterly, Half-Yearly, or Yearly, set once and let Practive handle the rest.
Auto-assign Users
Assign tasks automatically to the responsible team member or client-side user.
Flexible Workflows
Important tasks by due dates are highlighted so nothing is missed.
Get powerful tools to track, verify, and finish tasks efficiently.
Verify Completed Work
Once a task is completed, the reviewer can verify and approve it.
Built-in Timer
Track real-time progress and monitor effort spent.
To-Do Inside Tasks
Create to-dos for additional or unexpected work within the task.
Attach Supporting Files
Save formats and templates once, no more repeated sharing the files.
Add detail, structure, and transparency to every task for smoother execution and better accountability.
Task History
View all past actions and updates for better visibility and insights.
Custom Fields
Add additional details or data points based on your work needs.
Checklist
Break the process into clear steps to ensure nothing is missed.
Notes
Add remarks or instructions and tag team members to notify them instantly.
Subtasks
Divide work into smaller actionable tasks and assign them to the right users for smooth, step-by-step completion.
Manage all your client information in a single, organized dashboard. No more scattered data, spreadsheets, or searching through messages.
Make onboarding fast, simple, and error-free.
Import Clients Easily
Add clients in bulk using Excel or GST API quickly and effortlessly.
Service Packages
Create service bundles and assign them to clients for easy tracking and billing.
Assign Responsible Users
Assign clients to team members for better clarity and accountability.
Client Groups
Group clients by family, business network, or category for easier management.
Maintain and monitor client records easily in a centralized and structured way.
Quick Overview
See complete client details in one clean snapshot.
Flexible Pricing
Set a default price or customize pricing for each client based on requirements.
DSC Details
Save expiry dates, passwords, and DSC class so you never miss a renewal.
Store Client Passwords
Keep GST, ITR, MCA, and other login details safe and accessible anytime.
Manage billing seamlessly with a fast, accurate, and automated invoicing system designed for tax practitioners and CA firms.
Create invoices with just a few clicks, helping you save time and improve billing accuracy.
Fast Invoice
Create invoices for tasks, packages, expenses, or any custom entries. Everything is recorded, and nothing is missed.
Auto Invoice
Set up the auto billing weekly, monthly, quarterly, or yearly. Once tasks are completed, invoices are generated automatically.
Consolidated Invoice
Bill multiple clients under one invoice using a Billing Profile to simplify and speed up the billing.
Credit Notes
Create credit notes against invoices to maintain clear and accurate billing records.
Multiple Billing Entities
Add and manage multiple billing entities from one dashboard for smoother billing.
Easily record and manage all payment receipts with clear tracking.
Create Receipts
Generate receipts quickly with all required details.
Auto Receipts
Receipts are created automatically when clients pay through the payment gateway.
Invoice Settlement
Settle receipt amounts against invoices to track invoice status.
Payment Modes
Add payment receiving methods such as Cash, UPI, Cheque, or Bank Transfer.
Easily record and manage all expenses with the required details and attachments.
Client Expenses
Create expense entries paid on behalf of clients and later include the expense in invoices.
Office Expenses
Record all internal office expenses to get a clear view of spending.
Expense Categories
Create and manage categories to track expenses more efficiently.
Simplify billing operations with clear records, easy exports, and fast online payments.
Client Ledger
Select a date range and easily view, print, or download client ledgers.
Quotations
Create professional quotations (proforma invoices) and track their status as accepted or rejected.
Export Data to Tally
Download your data in XML format and import it into Tally. All clients, services, invoices, and receipts are imported instantly.
Payment Gateway
Connect Razorpay or PhonePe to accept online payments seamlessly.
Send automated and bulk communication through WhatsApp, Email, and SMS to keep clients informed about task updates, document requests, payment reminders, invoices, receipts, reminders, greetings, and more.
Send automated or bulk WhatsApp messages directly to your clients.
Connect your WhatsApp
Use your own WhatsApp Business number to automate or send bulk messages from Practive.
Manage Templates
Create and manage customized WhatsApp message templates for consistent communication.
Message Log
Track all messages in one place with delivery and status reports.
Clients can download invoices, receipts, documents, check outstanding balances, and switch accounts. fully automated and hassle-free.
Easily send professional emails and SMS for smooth client communication.
Connect your Email and SMS
Use your own email ID and sender ID or Practive’s default sender name to send mail and messages with your signature.
Bulk and Automated Messages
Set up automatic emails for reminders and notifications, or send bulk emails when needed.
Manage and track both physical and digital documents. Keep everything stored, shared, and searchable in one place for your team and clients.
Document In-Out Register
Track the movement and status of physical documents with details like received, given, returnable, date, client name, location, and remarks.
Task Documents
Upload and store documents related to tasks directly inside the task. Clients can download them anytime.
Client Documents
Keep all client-related documents organized under the client document tab for quick access.
Documents Collected from Clients
Clients can upload documents securely through OTP login on your website.
Auto Document Request
When an automated task is created, the required document list is automatically sent to the client.
A professional website is created for your CA firm where clients can securely log in using OTP to access their data, documents, and services.
Connect your Own Domain
Use your own domain name to make your website look professional and aligned with your CA firm.
Client Portal
Clients can log in with OTP to access return data, view ledgers, upload documents, and make online payments.
Website Customization
Customize your website with your logo, company details, terms & conditions, services, contact information, and more.
Add, remove, and manage users with defined roles, permissions, and access levels to keep your team organized and aligned.
Attendance
Track staff attendance with in-out time, including present, absent, half-day, and overtime entries. All records are stored and easy to review anytime.
User Roles
Assign specific roles and permissions so each team member only accesses the information relevant to their responsibilities.
User Notifications
Team members receive instant alerts when tasks or to-dos are assigned to them, helping them stay updated and on track.
Create reminders for internal or office-related tasks so nothing gets missed.
Auto Categorization
To-Dos are automatically grouped by due date such as Today, Upcoming, and Completed.
Repeat To-Do
Set repeating to-dos, and they will be created automatically at the chosen interval.
Assign to Users
Assign tasks to team members responsible for completing them.
Due Date
Add a deadline to keep tasks on time and organized.
Generate detailed reports to track performance, finances, tasks, time and clients. Export reports in Excel for analysis.
Financial Reports
Generate reports for invoices, receipts, expenses, outstanding amounts, unbilled tasks, and packages.
Time Reports
Access time logs, client-wise time reports, employee time reports, and attendance reports.
Client Reports
View detailed client data, including master data, client password, DSC information, and more.
Task Reports
Download or generate task and service reports based on filters or requirements.
Manage Your Office and Employees in a Smarter Way with Practive.
