Best Solution For Chartered Accountant
Practive provides a value-driven solution to manage your accounting firm, employees, and clients.
Why Do You Need an Office Management Solution?
Multi Billing Entity
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.
Do Work Hassle-free
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.
Fully Automated
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.
- Auto task creation
- Automatic tasks assign to employees
- Auto invoice creation
- Auto payment reminder
- Send automatic SMS, WhatsApp and Emails to clients
Small Team, More Efficiency
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.
Organized & Synchronized Workflow
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.
Useful Tools, You Really Need
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.
Send Payment Reminder
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.
Top-Notch Secured Technology
AWS Secured Server
Very secured and fast server.
2 Mirror Backup Servers
To ensure your data is always safe.
Encrypted Data
Store your data in encrypted form.
Data Backup
Storing data backups twice a day.
SSL: Secure Sockets Layer
Deploy in your website.
2 Factor Login
Authenticator and OTP login.
Advanced Features
WhatsApp AI Assistant
Clients can utilize AI-powered WhatsApp support assistant.
Autotask Creation
Automatic task creation of recurring tasks. e.g. GSTR-3B, ITR, etc.
Setting
A wide range of setting of settings and options, allow you to customize.
Reminder & Notification
Send notifications to your client through SMS, Email, and WhatsApp.
Website
Get your own website, and your clients access their data through OTP login.
Security
Login through two-factor
authentication.
Team Roles
Allow or restrict control of the dashboard to your team members.
Invoice & Receipt
Make an invoice and receipt of your assignment and send it to the clients.
Reports
Many reports will help you in-depth analyze your office from the inside.
Doc Upload by Clients
Your client can upload the document using an OTP login.
SMS, WhatsApp & Email
Send a single or bulk SMS, WhatsApp, and Email to your clients.
DSC management
Manage your client’s DSC inventory in a systemized way.
Multi Billing Entity
Allowing you to create invoices from multiple billing entities.
Document Management
Upload the completed tasks files, and your client can also download them.
Import Clients Data
Import client's data in bulk using an excel sheet.
500+ CAs
500+ Practicing CA are already benefiting from Practive.
3000+ Satisfied Accountant
Practive has 3000+ satisfied users in over 150 cities across India.
4.8-Star Rating
Practive has received an impressive 4.8-star rating on various platforms.
4 Lakh+ Tax Client's Files
Practive has successfully handled over 4 Lakh+ tax client's files.
What Our Clients Say
“We’ve been utilizing Practice Software for serval months, and it has revolutionized the way my team operates and it has significantly transformed our workflow. This software enables us to efficiently handle our tasks and store crucial documents in a centralized location. it has increased our productivity and saved us valuable time. I strongly suggest this software for any office seeking to enhance its management and organizational capabilities.”
Mohit Dave
Chartered Accountant
“I have been using Practive Software for the past year and it has greatly improved the efficiency and organization of our office. The software is user-friendly and allows us to easily manage clients, manage employees, and track important deadlines. It has also helped us to communicate with clients, making it easier for everyone in the office to stay on the same page. I highly recommend this software to any CA office looking to improve their management and organization.”
Gaurav Prajapat
Chartered Accountant
“As a medium size accounting firm, it is important for me to have reliable office management software that can keep up with the demands of my business. Practive Software has exceeded my expectations by providing me with an easy-to-use platform that allows me to manage my employees, clients, and tasks management. The software has helped me to send SMS, WhatsApp and Email to clients. The customer support team is also top-notch. I highly recommend it.”
Rajendra Jain
Chartered Accountant
Practive Available for All Device and OS.
Desktop and Laptop
Windows, MacOS and all OS.
Mobile App
Google Play Store and App Store.
Tablet
All type of tablets.
GET STARTED TODAY
Manage Your Office and Employees in a Smarter Way with Practive.