Manage Physical and Digital Documents in One Place
Manage and track physical and digital documents with Practive. Organize client files, maintain task documents, track physical document movement and collect required documents from clients througha centralized platform designed for Chartered Accountants and accounting firms in India.
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CA firms handle a variety of documents, from client records and compliance-related files to physical documents received for professional work. Keeping track of these documents across folders, tasks and manual registers can make retrieval and coordination difficult.
Practive helps you organize physical and digital documents, track document movement and manage client document collection as part of your firm’s workflow.
With Practive, you can:
Physical documents may be received from clients, handed over to team members or returned after completing an assignment. Keeping an accurate record of their movement helps your firm know where documents are and what action is required.
Practive’s Document In-Out Register helps you record and track physical document movement with relevant details.
Maintain records of:
Use the register to maintain organized records of physical documents received, handed over or expected to be returned.
Keep documents connected to the work they belong to. Practive allows you to upload and store documents directly inside a task, helping your team access relevant files while working on an assignment.
Clients can also download task-related documents when available through the supported workflow.
This makes it easier to keep task documents associated with the relevant assignment instead of searching through separate folders and conversations.
Maintain client-related documents in one organized location.
Practive provides a dedicated client document tab where you can store and access documents associated with a client.
This helps your team find relevant client files more easily and maintain a structured record of documents associated with client work.
Collecting documents often involves sending requests, waiting for submissions and following up with clients.
Practive allows clients to upload documents through your website using OTP-based login.
This gives clients a convenient way to submit required files and helps your team organize document collection as part of its regular workflow.
For recurring assignments, your team may need the same set of documents from clients each time work is due.
Practive supports automatic document requests when an automated task is created. The required document list is sent to the client according to the configured workflow.
This helps your team initiate document collection alongside recurring task creation instead of preparing every request manually.
Maintain client and task documents in their relevant locations for easier access.
Record received, given and returnable physical documents with dates, locations and remarks.
Let clients submit documents through your website using OTP-based login.
Use automated document requests when configured recurring tasks are created.
Keep documents associated with relevant clients and tasks to make information easier to locate during an assignment.
Document management works alongside other activities in a CA firm. Practive connects document handling with related workflows.
Organize client records and access client-related documents.
Keep task documents and supporting files associated with assignments.
Coordinate document requests and other client notifications through supported communication workflows.
Let clients upload documents through OTP-based access.
Organize document collection alongside recurring compliance assignments.
Document management software helps Chartered Accountants organize, access and track documents associated with clients, assignments and office activities.
Yes. Practive provides a Document In-Out Register to record physical document movement, including received and given status, returnable details, dates, client names, locations and remarks.
Yes. Practive allows you to upload and store documents directly inside tasks. Clients can download task-related documents through the supported workflow.
Yes. You can organize clients into groups according to your firm’s requirements, including family groups, business networks or other categories. Client tags can also help categorize and filter records.
Yes. Practive provides a dedicated client document tab to organize client-related documents.
Yes. Clients can upload documents through your website using OTP-based login.
Yes. When an automated task is created, Practive can send the required document list to the client according to the configured workflow.
Yes. The Document In-Out Register supports recording returnable document details along with relevant movement information.
Manage physical document movement, organize client and task files, and simplify document collection through one connected workflow.
