Manage Your CA Office with Less Manual Work and Better Control
Practive is an all-in-one CA office management software designed for Chartered Accountants and accounting firms in India.
Manage clients, tasks, employees, documents, billing, communication, attendance and reports from one centralized platform.
TRUSTED BY 2,000+ CHARTERED ACCOUNTANTS
Managing a CA office manually becomes increasingly difficult as the number of clients and employees grows.
Partners need visibility into ongoing work, employees need clear task assignments, and clients need timely communication and document requests.
A centralized office management system can help organize these activities and reduce repetitive administrative work.
Instead of maintaining separate Excel files for clients, tasks and employees, keep your important office information organized in one system
Track tasks by employee, client, service, status and deadline so your team can understand what needs attention.
Automated reminders and communication can reduce repetitive follow-up work with clients and team members.
Create invoices, receipts and quotations and track outstanding amounts from the same platform.
Maintain client information, services and related work in a centralized client database.
Assign work, track progress, manage permissions and review employee activity.
Collect and manage client documents without relying entirely on email or scattered WhatsApp conversations.
Manage client communication with automated WhatsApp, SMS and email messages.
Practive helps CA firms manage client information, services, and records in one centralized platform.
Maintain client details in one place and organize clients according to your firm’s workflow. Import client information in bulk and access relevant records whenever needed.
Keep your firm’s daily work organized with centralized task management.
Create tasks, assign them to employees, set deadlines and track progress from one place.
Practive supports both recurring and non-recurring work, making it suitable for regular compliance assignments as well as one-time client work.
Many CA office assignments repeat every month, quarter or year.
Instead of manually creating the same tasks repeatedly, recurring task settings can help automate the creation of regular work.
Managing employees is an important part of running a growing CA office.
Practive helps partners and administrators organize team members, assign work and control access according to their responsibilities.
Different employees may need access to different information.
Practive provides user roles and permissions so administrators can control what users can create, view, edit, delete or export.
Manage employee attendance as part of your office operations.
Attendance information can help administrators maintain a better record of employee presence and working patterns.
Instead of maintaining separate attendance sheets, keep employee-related information within your office management platform.
Understand how your team’s working time is being utilized.
With the Timesheet feature, employees can record the time spent working on client assignments, specific tasks or internal office activities.
This can give partners and managers better visibility into how time is being spent across the office.
Client documents are an essential part of everyday CA office work.
Practive provides a centralized place to manage documents associated with clients and tasks.
This can help reduce dependency on scattered email attachments and manual document tracking.
Manage billing activities alongside your client and office work.
Practive allows CA firms to create and manage invoices, receipts and quotations while keeping billing information connected to their clients and services.
Communication is a major part of CA office management.
Practive helps centralize routine client communication through WhatsApp, SMS and Email.
This helps reduce the amount of repetitive communication that employees need to handle manually.
WhatsApp is commonly used by CA firms for everyday client communication.
Practive can connect your office workflow with WhatsApp Business API to automate routine client communication.
This helps bring client communication closer to your existing office workflow.
CA offices handle recurring compliance assignments throughout the year.
Practive helps organize compliance-related work through recurring tasks, deadlines and reminders.
The Compliance Calendar can also help your team keep important due dates and custom events organized.
Partners and managers need visibility into what is happening across the office.
Practive provides dashboards and reports that help you review your firm’s work and activity.
Instead of asking employees individually for updates, managers can use centralized information to review the current status of work.
Give your clients a convenient way to interact with your firm.
With the client portal, clients can securely access relevant information and submit documents through their login.
This can reduce repetitive requests and make client interaction more organized.
Bring clients, tasks, employees, documents and billing together in one platform.
Many CA offices use Excel spreadsheets for maintaining client lists, task records, employee work and other office information.
Spreadsheets can be useful for many purposes, but managing an entire CA office through multiple spreadsheets can make information difficult to maintain and update.
Centralized Client Management
Task Management and Timesheet
Employee Management & Reports
Document Management
Integrated Billing
WhatsApp, SMS & Email
Practive can connect different stages of your CA office workflow.
Create or import the client into Practive.
Define the services provided to the client.
Create recurring or non-recurring tasks.
Assign tasks to the appropriate employees.
Request and receive required documents.
Track task progress and completion.
Create invoices based on your billing workflow.
Monitor work, time, billing and office activity.
Practive is cloud-based, allowing authorized users to access the platform online.
Partners and team members can access their office workflows from different locations
without depending on a single office computer.
Your firm’s work remains organized in one centralized system.
Practive is designed for professionals managing client-based accounting and compliance work.
Manage clients, tasks, compliance assignments, documents and billing from one platform.
Coordinate multiple employees, clients and assignments with centralized practice management.
Organize client work, documents, billing and team activities in one system.
Manage clients, compliance assignments, documents, billing and team activities from one platform.
Manage recurring tax assignments, deadlines, documents and client communication.
Keep client information, tasks, documents and follow-ups organized.
Your firm’s client information and documents require appropriate security and access controls.
Practive uses secure cloud infrastructure, encrypted data transmission and user permissions to help protect your firm’s information.
Hosted on India-based AWS servers built with multi-layer protection and internationally certified security standards.
All your data is encrypted at rest and safely transmitted over protected HTTPS/SSL channels to prevent unauthorised access.
We follow strict privacy practices, ensuring your data remains confidential and is accessed only when necessary for support.
T-OTP based verification adds an additional shield to prevent unauthorised logins and strengthen overall account security.
Regular and automated backups ensure your critical information stays safe and can be quickly restored whenever needed.
Granular permission settings guarantee that users only see and access what they are authorised to work on.
Multi-layer firewall security continuously monitors and blocks unauthorised attempts, ensuring platform-wide protection.
Routine internal audits, system checks, and vulnerability assessments maintain long-term stability and strong data protection.
Keep client, task, document, billing and employee information in one platform.
Automate recurring work and routine communication.
Assign work and monitor progress across your team.
Use automated communication and document requests to reduce repetitive follow-ups.
Manage invoices, receipts, quotations and outstanding amounts from the same platform.
Access your CA office management system online from wherever you work.
Running a CA office requires coordination between people, clients, tasks, documents and billing.
Practive connects these activities in one system designed specifically around the workflow of Indian Chartered Accountants and accounting firms.
Instead of using separate tools for different parts of your office, you can manage your firm’s daily operations from one centralized platform.
CA office management software is a platform that helps Chartered Accountants manage the daily operations of their office, including clients, tasks, employees, documents, billing, communication, attendance and reports.
Practive allows you to manage clients, tasks, recurring work, compliance assignments, documents, billing, employees, attendance, timesheets, communication and reports from one platform.
Yes. You can add employees, assign tasks, manage user roles and permissions, track work and use reports to review employee activity.
Yes. Practive provides client and task-related document management and allows firms to request and collect documents from clients.
Yes. Practive supports WhatsApp Business API-based communication along with SMS and Email for supported business communication workflows.
Yes. Practive provides invoices, receipts, quotations, expenses, outstanding tracking, TDS, discounts and other billing functionality.
Yes. Practive provides a client portal where clients can securely access relevant information and submit documents.
Yes. The Timesheet feature allows users to record time spent on client work, tasks and internal activities.
Yes. Practive is a cloud-based CA office management platform that can be accessed online by authorized users.
Bring your clients, tasks, employees, documents, billing and communication together in one platform.
Start managing your CA office smarter.
