Amazing Features. You Really Need.

WhatsApp AI Assistant

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.

Export Data to Tally

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.

Advanced dashboard

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 smart tasks

Create tasks with one simple click by adding basic details like choose client, service, date, tag, and assign it to your team member.

Autotask creation

You can automate the task, set the frequency, and auto-assign it to team members.

Add comments and notes

Add remarks, comments, and notes in the task to notify the assigned member.

Time tracking

You can easily track the time spent on each task.

Update task status and manage time log

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 To-Do

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.

Documents

You can easily upload the documents related to the task and download the document uploaded by your clients.

Task history

You can easily view and monitor task activities with details such as time, assigned members, etc.

Clients

Add or edit clients

Add and manage clients by filling in basic details like contact info, GSTIN, PAN and Firm Details.

Auto manage client

You can easy to manage your client’s recurring services, availed services, auto billing and many more.

Client group

You can easily group clients by their relevant connections, like the same company, group of companies, or family members.

Manage clients

You can easily manage your clients with unique features like which service they opted for, their passwords, documents and ledgers, and more.

Import client's data

With a simple one-click, upload the client’s data in Practive Software using Excel or CSV files.

Add custom filed

Use custom fields to add additional information about the clients.

Communicate with clients

Send automatic notifications to your clients through SMS, Email, and WhatsApp for Return Documents, Payment Reminders, Invoices, Receipts, Birthday Wishes, and more.

Tag management

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

Manage your team

You can add or remove users from Practive software and easily manage them with their roles and designations.

User access control

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

Create service

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.

Service checklist and custom field

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

Document in-out register

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.

DSC management

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.

Upload document by clients

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

Multi billing entity

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.

Create professional invoices

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.

Manage invoice

You can easily view the invoice from the invoice list and then edit, print, cancel and download it.

Manage client’s ledger

Choose the time frame and view, print and download the ledger.

Manage expenses

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

Get your website

A website will be built for you where your clients can access their return data by logging in through OTP.

Attendance

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.

Reports

Many reports will help you in-depth analyze your office from the inside. There are many reports you can generate or download.

• Clients Report
• Tasks Report
• Services Report
• Employees Report
• Invoices Report
• Receipts Report
• Expenses Report
• Attendance Report
• Unbilled Tasks Report
• Client Outstanding Payment Report

Essential features

There are many important features like

• Bulk selection
• Bulk action
• Filter
• Sort
• Print
• Download