Automate Daily Work and Focus on What Matters.
Reduce repetitive manual work with Practive Automation. Automatically create recurring tasks, assign users, generate invoices and receipts, manage renewal workflows, send document collection requests and keep clients informed through WhatsApp, SMS and Email. Automate task completion billing, generate invoices for multiple tasks in just two clicks and send client reminders according to your configured automation settings.
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Practive helps automate routine activities across task management, billing, document collection, renewals and client communication.
Configure supported automation rules to reduce repetitive work and keep your firm’s workflows moving.
Automatically create recurring tasks based on your schedule: monthly, quarterly, half-yearly or yearly. Use recurring schedules to organize regular compliance and accounting work without creating every task manually.
Configure recurring task workflows to assign users automatically, helping your team start with clear responsibilities.
Automate the creation of subtasks within supported task workflows to organize additional work and break assignments into manageable activities.
Create To-Dos automatically and assign them to the relevant users, helping your team keep track of routine activities and follow-ups.
Reduce manual steps in recurring client billing and payment processes.
Practive connects task and retainer workflows with supported billing automation to help your firm manage invoices and receipts more efficiently.
Enable automatic renewal for eligible client retainers according to their configured settings, helping your firm manage recurring client services with less manual effort.
Generate invoices instantly when tasks are completed. Practive connects task completion with invoice generation, helping your firm reduce manual billing steps and bill for completed assignments without unnecessary delays.
Select multiple tasks and generate invoices in just two clicks. Instead of creating invoices individually, process billing for selected tasks through a streamlined workflow. This is useful for CA firms managing multiple client assignments and recurring compliance work.
Generate invoices automatically through supported task and retainer billing workflows. Automate receipt creation in supported payment workflows to reduce repetitive administrative work and maintain organized billing and payment records.
Keep important client records and document collection activities organized with automation. Practive helps your firm prepare for upcoming renewals and request required documents through supported workflows.
Configure renewal types to create tasks automatically a specified number of days before expiry. This helps your team prepare for upcoming DSC and other client renewals while keeping renewal activities organized.
Automatically create and send document collection requests as part of supported task workflows, helping clients understand which documents they need to provide and reducing manual follow-ups.
Send document reminders through supported communication workflows according to your configured client automation settings. Help clients follow up on pending document submissions without requiring your team to send every reminder manually.
Manage document collection activities alongside your firm’s assignments. Keep requests connected to relevant tasks and help your team track required documents as part of its regular workflow.
Practive supports automated notifications and follow-up communication through WhatsApp, SMS and Email for configured events and workflows.
Supported notification events include:
Automate routine client follow-ups through WhatsApp, Email and SMS according to your configured automation settings.
Practive supports reminders for:
Keep clients informed about relevant tasks and pending actions.
Remind clients about pending payments and outstanding amounts.
Follow up on required documents and pending submissions.
Messages are sent according to the configured client automation settings, helping your team reduce repetitive follow-ups and maintain consistent communication.
Use supported communication channels to send configured reminders and notifications to clients. Connect client communication with task management, billing and document collection workflows to reduce manual effort.
Practive’s WhatsApp AI-powered assistant helps clients access supported information and services through WhatsApp.
Clients can use the assistant to:
Automate recurring task creation, instant and bulk invoicing, billing activities and document requests.
Use recurring schedules and configured renewal workflows to prepare for upcoming activities.
Automatically assign supported tasks and To-Dos to responsible users.
Generate invoices when tasks are completed or process invoices for multiple selected tasks in just two clicks.
Use automated WhatsApp, Email and SMS reminders for pending tasks, payments and documents according to your configured automation settings.
Bring task creation, renewals, document collection, billing and client communication together within Practive.
Practive automation works alongside key features used to manage your CA practice.
Create recurring tasks, automate task-related workflows and organize work with subtasks.
Configure retainer renewals and billing workflows.
Generate invoices instantly on task completion, create invoices for multiple tasks in two clicks and automate supported receipt processes.
Send document collection requests and reminders through supported workflows.
Configure renewal records and automatic task creation.
Send supported notifications and automated task, payment and document reminders through WhatsApp, SMS and Email.
Workflow automation software helps CA firms reduce repetitive manual work by automating activities such as recurring task creation, user assignment, billing processes, renewal task creation, document requests and client notifications.
Yes. Practive supports recurring task schedules for monthly, quarterly, half-yearly and yearly workflows.
Yes. Practive supports instant invoice generation when tasks are completed, helping CA firms reduce manual billing steps.
Yes. Practive lets you select multiple tasks and generate invoices in just two clicks, simplifying billing for multiple assignments.
Practive supports automatic invoice generation in configured billing workflows and automatic receipt creation in supported payment workflows.
Yes. For configured renewal types, tasks can be created automatically a specified number of days before expiry.
Yes. Practive supports automatic document collection requests through applicable task workflows, helping clients understand which documents they need to provide.
Yes. Practive supports automated client communication through supported WhatsApp, Email and SMS workflows.
Practive supports task reminders, payment reminders and document reminders according to the configured client automation settings.
Task, payment and document reminders are sent through supported communication channels according to your configured client automation setting.
Yes. The WhatsApp AI-powered assistant helps clients access supported invoices, receipts, documents and outstanding balance information.
Yes. Practive supports automatic To-Do creation and assignment in configured workflows.
Automate recurring tasks, billing activities, renewal workflows, document requests and client communication with Practive.
