CA Practice Management
Software in India

Simplify Your CA Firm's Daily Work
with
Powerful Automation

Practive is an all-in-one CA practice and office management software for Chartered Accountants in India. Manage clients, tasks, compliance, documents, communication, billing, and your team from one platform.

Practive CA practice management software

TRUSTED BY 2,000+ CHARTERED ACCOUNTANTS

The Smarter Way to
Manage Your CA Firm

Boost Efficiency
Accomplish More in Less Time
No More Last-Minute Rush
Recover Payments Faster

Everything You Need to Manage Your CA Practice

Say goodbye to manual processes — and hello to effortless automation.

Manage All Your Clients From One Dashboard

Practive Client's dashboard

Client Master

Import your clients in bulk using Excel and quickly assign services, tags, groups, and team members. Stay organized and manage clients effortlessly.

Practive clients Password management

Password Manager

Store all client credentials securely in one place, like GST, ITR, MCA, and more. No more searching through spreadsheets or messages.

Practive renewal management

Renewal Management

Save and track DSCs, Food Licenses, Insurance, Agreements, and other client renewals. Get automatic reminders before expiry so you never miss a renewal.

Practive retainers management

Smart Retainer

Create fixed-fee retainers, assign them to clients, and automate tracking and billing. Keep everything structured and hassle-free.

Manage Your CA Firm's Tasks & Compliance

Practive Recurring Tasks Management

Recurring Tasks

Automate repeated compliance tasks like GSTR-3B, TDS, and ITR. Practive generates recurring tasks automatically and assigns them to your employees.

Practive Workflows and Subtasks

Workflows & Subtasks

Break down tasks into clear steps using workflows and subtasks. Ensure your team completes every task smoothly, step by step.

Practive GST API Integration

GST API Integration

Fetch all GST-related tasks directly from the GST server. Once you mark a task as completed, Practive fetches the latest GST status automatically.

Practive To-Dos and Checklists

To-Dos & Checklists

Add detailed To-Do and checklists within any task. Complete work faster, more accurately, and with full clarity.

Billing & Invoicing for CA Firms

Practive task Invoicing

Smart Invoices

Create invoices for tasks, service packages, expenses, or custom entries in just a few clicks. Everything gets tracked, and nothing goes unbilled.

Practive Auto Invoicing features

Auto Invoicing

Automate recurring invoices weekly, monthly, quarterly, or yearly. Once tasks are completed, invoices are generated automatically on scheduled dates. Saving hours of manual work.

Practive clients group billing

Consolidated Billing

Easily bill multiple clients together with one invoice by grouping them under a Billing Profile. Make billing faster and more efficient.

Practive to tally data transfer

Effortless Tally Transfer

Effortlessly export data such as client details, services, invoices, and receipts. Then seamlessly transfer it from Practive and import it into Tally.

WhatsApp, SMS & Email Automation

Practive WhatsApp Business API integration

WhatsApp API Integration

Connect your WhatsApp Business number to Practive, send messages to clients directly, and track every conversation with message logs.

Practive Email and SMS

Email & SMS

Link your email and SMS provider and send notifications, reminders, or updates from one dashboard without switching apps.

Practive auto and bulk messaging

Auto & Bulk Messaging

Automate reminders and send bulk WhatsApp, Email, or SMS notifications for tasks, due dates, documents, payments, or any custom update you need.

Practive WhatsApp AI

WhatsApp AI Assistant

Your WhatsApp number becomes smarter with AI. Clients can chat to check task status, download documents and invoices, and more. No manual replies needed.

Simple & Secure Document Management

Practive task and client documents management

Task & Client Documents

Upload and store documents directly within tasks or client profiles. Practive organizes everything automatically. No more store files on drives or computers.

Practive client document upload management

Client-Uploaded Files

When clients upload documents, you’ll find them inside Practive. Every file is stored in one place.

Practive send auto notifications to clients

Easy Access & Downloads

You and your clients can download documents anytime. No more searching or asking for files.

Practive CA office Document In-Out Register

Document In-Out Register

Track physical documents passing in and out of your office. Record returns, prevent misplacement, and maintain complete accountability.

Website, Mobile App & Client Portal

Practive CA Website & Mobile App

Website & Mobile App

We create a modern, professional website for your firm with all the essentials. It helps you build trust and a strong online presence.

Practive CA Client Portal

Client Portal

Your clients can log in using OTP and securely access their data from your website or mobile app anytime, anywhere.

Practive Client's Ledger and Billing

Ledger & Billing Access

Clients can view their ledger, download invoices and receipts, and stay updated without calling or messaging your team.

Practive CA online payment solution

Online Payments

Clients can make payments directly through the website or app. Receipts are generated automatically, keeping your billing clean and hassle-free.

Timesheet, Employee Management & Reports

Practive timer and time logs management

Timesheet & Time Logs

Track work hours effortlessly with built-in timesheet and task timer. Monitor productivity with detailed employee and task-wise time reports.

Practive Attendance Management

Attendance Management

Mark and monitor employee attendance with options like present, absent, half-day, and overtime. Everything is recorded and easy to review whenever needed.

Practive financial reports for CA firms

Financial Reports

Get a complete financial overview with payment summaries, tax reports, credit notes, expenses, and receipts, all organized and easy to understand.

Practive Performance & Growth Insights

Performance & Growth Insights

Track productivity trends, workload capacity, and employee performance. These insights help you optimize resource allocation, enhance team efficiency.

Get Payment Faster

Scheduling payment reminders daily, weekly, or monthly with a payment link and amount is an effective way to get paid faster.

Practive payment reminder for CAs

Unbilled Task Indicator

Don’t miss out on payment for your hard work! With Practive, you’ll never forget to bill for completed tasks again, ensuring that you get paid for all your hard work.

Practive unbilled task indicator

Manage Your CA Practice From Anywhere

Manage Your Office and Employees in a Smarter Way with Practive.

Work Without Boundaries

Your Practice. Accessible Anywhere.

Cloud-Based Access
Work from anywhere with no installation.
Always Organized
Keep tasks and teams structured.
Real-Time Tracking
Monitor progress live.
Flexible and Hassle-Free
Stay productive on any device.
Practive CA team management

Automate Client Follow-Ups

Reach clients via WhatsApp, SMS or Email.

Bulk Messaging
Send updates to many clients at once.
Payment Reminders
Automate follow-ups with payment links.
Smart Notifications
Share invoices and task updates instantly.
Multi-Channel Delivery
Send WhatsApp, SMS, or Email.
Practive automatic SMS, Email and WhatsApp

Top-Notch Secured Technology

Because true innovation starts with uncompromising security.

AWS Secured Server​

Hosted on India-based AWS servers built with multi-layer protection and internationally certified security standards.

Encrypted Data​

All your data is encrypted at rest and safely transmitted over protected HTTPS/SSL channels to prevent unauthorised access.

Strict Data Privacy

We follow strict privacy practices, ensuring your data remains confidential and is accessed only when necessary for support.

2 Factor Login​

T-OTP based verification adds an additional shield to prevent unauthorised logins and strengthen overall account security.

Data Backup​

Regular and automated backups ensure your critical information stays safe and can be quickly restored whenever needed.

Role-based Access

Granular permission settings guarantee that users only see and access what they are authorised to work on.

Active Firewall Defence

Multi-layer firewall security continuously monitors and blocks unauthorised attempts, ensuring platform-wide protection.

Regular Security Audits

Routine internal audits, system checks, and vulnerability assessments maintain long-term stability and strong data protection.

What Our
Clients Say​

Hear how Practive is transforming offices across India.
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Practising CAs are already benefiting from Practive.

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Practive has received an impressive 4.8-star rating on various platforms.

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Practive has successfully handled over 15 Lakh+ tax client's files.

Ready to Grow Your Tax Practice?

Get Started Today

Manage Your Office and Employees in a Smarter Way with Practive.