Website & Client Portalfor CA Firms

Create a Professional Website for Your CA Firm

Give your CA firm a professional online presence with Practive Website & Client Portal. Let clients log in using OTP to access their return data, view ledgers, upload documents and make online payments.

Practive CA practice management software

TRUSTED BY 2,000+ CHARTERED ACCOUNTANTS

A Website Designed for Your CA Practice

Create a professional website that reflects your CA firm’s identity
and gives clients a convenient way to access your services and information online.

Connect Your Own Domain

Use your own domain name to create a professional online presence aligned with your CA firm's identity.

Client Portal with OTP Login

Give clients access to their portal through OTP-based login. They can view their return data, check ledgers, upload documents and make online payments.

Customize Your Website

Personalize your website with your firm's logo, company details, services, terms and conditions, contact information and other relevant details.
Website builder for CA firms

Make Client Access Simple and Convenient

Give clients a convenient place to access information and complete routine activities without depending entirely on manual communication.

Access Return Data

Let clients access their available return data through the client portal.

View Ledgers

Enable clients to view their ledger information.

Upload Documents

Allow clients to upload required documents through OTP-based login.

Make Online Payments

Provide clients with an option to make online payments through the portal.

Build Your Online Presence With Your Own Domain

A professional website helps your CA firm present its services and business information online.

With Practive, you can connect your own domain and customize the website with your firm’s branding, services and contact details.

Use your own domain name

Your company details and logo

Services and contact information

Include your terms and conditions

CA firm website with a custom domain

Why Use a Website and Client Portal for Your CA Firm?

Present a Professional Image

Showcase your firm's identity, services and contact information through a dedicated website.

Give Clients Convenient Access

Allow clients to log in with OTP to access available information and portal services.

Simplify Document Collection

Let clients upload documents through the client portal instead of relying only on manual collection.

Make Client Transactions Easier

Enable clients to make online payments through the portal.

Keep Website Information Organized

Manage key firm details, services, branding and terms and conditions in one place.

Connect Your Website With Your Practice Management

Your website and client portal are part of your wider client workflow in Practive.

Client Management

Keep client information organized.

Document Management

Organize client documents and support document collection.

Billing & Invoicing

Manage invoices, receipts and billing workflows.

Communication

Coordinate client communication through supported channels.

Connect your website with practice management software

Frequently asked questions

A client portal is an online space where clients can log in to access available information and services provided by their CA firm, such as return data, ledgers, document uploads and online payments.

Yes. Practive supports connecting your own domain to your firm’s website.

Clients can log in using OTP-based authentication.

Clients can access return data, view ledgers, upload documents and make online payments, based on the services available through the portal.

Yes. You can customize it with your logo, company details, terms and conditions, services, contact information and other details.

Practive’s website and client portal are designed to support CA firms by providing a professional online presence and a convenient portal for client access.

Create a Professional Online Experience for Your Clients

Bring your firm’s website and client portal together with Practive. Give clients a convenient way to access information, upload documents and make online payments.