Practive provides a value-driven solution to manage your accounting firm, employees, and clients.
Transform the way your office runs — from chaos to complete control.
Managing multiple billing entities is crucial for maintaining efficient billing and your tax practice. At Practive, we understand the importance of having multiple billing entities for various purposes and offer the best solution for your billing needs. Our software allows you to add multiple billing entities and create invoices from a single dashboard, streamlining your billing process.
Your clients don’t know the return date and we know that you call the client multiple times, which is a long and annoying process, it also takes a lot of time for your team. Our software automatically sends messages to your clients so that your team will focus only on important tasks.
We fully automate your recurring task, which is about 90% of your work. Practive automatically communicates with your clients thus saving you a lot of time.
With just a few clicks, you can find out how many tasks have been completed, how many tasks are yet to be done, who is working on which task, and how much time the employee took to complete the task. In addition, we help you get more work done from a small team, thereby increasing your work efficiency.
A typical CA and accountant office is unorganized and unsynchronized among its employees. With Practive, it’s even easier for you to manage your clients and employees. Assign the tasks to your employees and quickly check out all task reports in one dashboard, e.g., the task status, task activity, client report, payment and receipt, and many more.
Now you don’t need to maintain excel sheets or registers. Many such tools make your work even more straightforward and better e.g., To-do, Tag, Due date, Notification, Payment reminder, Invoice, Ledger, Document management, Activity Monitor, Attendance, Activity Monitor and all kinds of reports and more.
By sending payment reminders, you can proactively remind your clients or customers of their payment obligations and provide them with an easy and convenient way to pay. You can send payment reminders via WhatsApp, text message and email or payment link, and can be personalized to include information about the payment amount, due date, and payment options.
Because true innovation starts with uncompromising security.
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.
Beyond basics — features that truly transform the way you work.
Clients can utilize AI-powered WhatsApp support assistant.
Login through two-factor
authentication.
Send a single or bulk SMS, WhatsApp, and Email to your clients.
Automatic task creation of recurring tasks. e.g. GSTR-3B, ITR, etc.
Allow or restrict control of the dashboard to your team members.
Manage your client’s DSC inventory in a systemized way.
A wide range of setting of settings and options, allow you to customize.
Make an invoice and receipt of your assignment and send it to the clients.
Allowing you to create invoices from multiple billing entities.
Send notifications to your client through SMS, Email, and WhatsApp.
Many reports will help you in-depth analyze your office from the inside.
Upload the completed tasks files, and your client can also download them.
Get your own website, and your clients access their data through OTP login.
Your client can upload the document using an OTP login.
Import client's data in bulk using an excel sheet.
Manage Your Office and Employees in a Smarter Way with Practive.
