Manage your clients, tasks, compliance work, documents, billing, communication
and team from one centralized platform.
Practive is an all-in-one practice management software designed for Chartered Accountants and accounting firms in India.
TRUSTED BY 2,000+ CHARTERED ACCOUNTANTS
CA Practice Management Software is a centralized platform that helps Chartered Accountants and accounting firms manage clients, tasks, compliance work, documents, billing and team activities from one place. Practive brings these essential workflows together in one platform, helping CA firms reduce manual work, stay organized and manage their practice more efficiently.
Managing a CA practice becomes more complex as the number of clients, employees and assignments increases.
Using spreadsheets, emails, WhatsApp messages and separate billing systems can make it difficult to keep track of everything.
Practice management software brings these activities into one organized workflow.
A centralized system helps partners and team members see what work is pending, who is responsible for it and what needs attention.
Manage invoices, receipts, payments and outstanding amounts alongside your client work.
Maintain client information in a centralized database instead of managing it across multiple spreadsheets and files.
Recurring tasks, deadlines and reminders help teams keep track of regular compliance assignments.
Centralized document management makes it easier to collect, store and access documents related to clients and tasks.
Automated tasks, reminders and client communication can reduce the need for repeated manual follow-ups.
Task assignment, status tracking, timesheets and reports provide better visibility into team activities and workload.
As your client base grows, a centralized system can help your team handle more work without relying heavily on manual coordination.
Running a CA firm involves managing clients, tasks, compliance work, documents, billing and team activities. Practive brings these everyday workflows together in one cloud-based platform, helping your firm stay organized and reduce manual work.
Keep client information, services, groups and records organized in one place
Create, assign and track recurring tasks, deadlines and compliance work efficiently.
Collect, organize and access client and task-related documents securely.
Create invoices, track payments and manage your firm's billing workflows.
Send reminders, updates and notifications through WhatsApp, SMS and Email.
Assign work, track employee activities, timesheets and overall team performance.
Manage the key activities of your CA firm from one centralized platform.
Keep your complete client information organized in one place. Import clients in bulk using Excel and manage their contact details, services, tags, groups, team members and other information. Quickly find the information you need without searching through spreadsheets or different systems.
Create, assign and monitor work across your CA firm. Create recurring tasks for regular compliance work and assign them to the appropriate team members. Track task status, deadlines, documents, notes and time spent so your team always knows what needs to be completed.
Keep your firm’s compliance work organized and easier to track. Manage recurring compliance assignments and monitor work related to GST, Income Tax, TDS, ROC and other services from a centralized system. Use the compliance calendar to keep important due dates visible and create your own custom events and reminders.
Keep client documents organized and accessible. Store documents related to clients and tasks in one centralized location. Your team can access the required files when working on assignments, while clients can upload or access documents through their secure portal.
Manage your firm’s invoicing, expenses and billing operations from one place.
Create invoices and receipts, manage quotations and expenses, and organize billing across different entities.
Stay connected with your clients without manually sending every message. Use automated communication to send reminders, updates, payment follow-ups, document requests and other important information through WhatsApp, SMS and Email.
Know what your team is working on and manage assignments more efficiently.
Assign work to employees, monitor task progress and understand how time is being utilized across your firm.
Track how your team spends its working time. With Timesheet, employees can record the time spent on client work, tasks or internal activities. Review time entries by user and period to understand how your firm’s working hours are being utilized.
Manage billing, collections and recurring payments from one place, with tools to track dues, follow up with clients and manage different payment workflows.
Spend less time managing your office.
Spend more time serving your clients and growing your practice.
A large part of CA office management involves repetitive activities such as creating recurring tasks, reminding clients, collecting documents and following up on payments. Practive helps automate these routine processes so your team can spend more time on professional work instead of manual coordination.
Reccuring tasks
Assign Tasks Automatically
Send Automated Reminders
Track Tasks Easily
Generate Bills Automatically
Get Actionable Reports
A large part of CA office management involves repetitive activities such as creating recurring tasks, reminding clients, collecting documents and following up on payments. Practive helps automate these routine processes so your team can spend more time on professional work instead of manual coordination.
| Traditional Approach | With Practive |
| Client data in spreadsheets | Centralized client database |
| Manual task tracking | Task management & automation |
| Manual deadline reminders | Recurring tasks & reminders |
| Documents across different locations | Centralized document management |
| Manual client follow-ups | WhatsApp, SMS & Email automation |
| Separate billing records | Integrated billing |
| Limited work visibility | Reports & dashboards |
| Manual time tracking | Timesheet & task time logs |
Practive is cloud-based, so your team can access the platform without installing traditional office software.
Whether you are working from your office, home or travelling, your firm’s information and workflows remain accessible online.
Practive is designed around the daily workflow of Chartered Accountants and accounting firms.
From client onboarding to task completion, document collection to billing, and client communication to
reporting, the platform connects the different parts of your practice.
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.
Practive is designed for professionals who manage recurring client work and day-to-day office operations.
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.
CA firms handle a large number of clients, recurring assignments, deadlines and documents. Practice management software brings these activities together in one system and helps reduce manual coordination.
Yes. Practive allows you to create recurring tasks and manage regular assignments with deadlines, users, subtasks, documents, reminders and task tracking.
Yes. Practive provides centralized document management for client and task-related files. Clients can also upload documents through their secure access.
Yes. Practive supports client communication through WhatsApp, along with SMS and Email automation.
Yes. Practive includes invoices, receipts, quotations, expenses, payment tracking and other billing features.
Yes. Practive provides a client-facing portal where clients can securely access relevant information and upload documents using OTP-based login.
Yes. You can assign tasks, monitor task progress, manage permissions and track work through Timesheet, Task Time Log and reports.
Yes. Practive is a cloud-based practice and office management platform, allowing authorized users to access the system online.
See how Practive can help you manage clients, tasks, compliance, documents, billing and your team from one platform.
Explore Practive and see how it can fit into your CA firm’s workflow.
