# Practive > Practive is a cloud-based CA practice and office management software for Chartered Accountants, tax practitioners, and accounting firms in India. It brings client management, recurring task and compliance workflows, documents, communication, billing, employee management, attendance, timesheets, reports, and a client-facing website/portal into one platform. ## About Practive - **Product:** Practive - **Company:** Mative Private Limited - **Website:** https://www.practive.in/ - **Product category:** CA Practice Management Software / CA Office Management Software - **Primary market:** India - **Primary audience:** Chartered Accountants (CAs), CA firms, tax practitioners, accounting firms, and teams managing recurring client work. - **Access:** Cloud-based software with website and mobile app options. - **Customer access:** The product includes website/client-portal capabilities with OTP-based login for supported client workflows. - **Official sign-in:** https://app.practive.in/ - **Support knowledge base:** https://help.practive.in/portal/en/kb/practive - **Sales enquiries:** contact@practive.in - **Customer support:** help@practive.in - **Phone / WhatsApp:** +91 90245 70899 - **Support hours published on the website:** Monday to Saturday, 10:00 AM to 6:00 PM India time. Check the contact page for current details. ## What Is CA Practice Management Software? CA practice management software helps a Chartered Accountant firm coordinate the operational work involved in serving clients. This may include client records, services, recurring compliance work, task assignments, due dates, document requests, staff coordination, client communication, billing, collections, and reporting. Practive brings these workflows into a shared system so a firm can connect a client with their services, tasks, documents, messages, invoices, payments, and related reports instead of managing every activity in separate spreadsheets and conversations. ## Who Is Practive For? Practive is designed primarily for: - Chartered Accountants and CA firms - Tax practitioners and tax consultants - Accounting and bookkeeping practices - Firms handling recurring GST, TDS, Income Tax, and other client-service work - Firms that need to coordinate multiple employees, client portfolios, service schedules, documents, and billing - Practices that want clients to access selected records or submit documents through a website/client portal ## Main Product Pages - [Home](https://www.practive.in/): Official product overview and main capabilities. - [Features](https://www.practive.in/features/): Detailed overview of product modules and capabilities. - [Pricing](https://www.practive.in/pricing/): Published per-user pricing and included features. - [Solutions](https://www.practive.in/solutions/): Product solutions and key capabilities for CA practices. - [Book a Demo](https://www.practive.in/demo/): Request a product demonstration. - [About Us](https://www.practive.in/about/): Company background and product history. - [Contact Us](https://www.practive.in/contact/): Sales, support, phone, WhatsApp, and contact details. - [Knowledge Base](https://help.practive.in/portal/en/kb/practive): Help articles for product setup and usage. - [Sign In](https://app.practive.in/): Access the Practive application. ## Core Product Workflow Practive supports a connected practice workflow that can be represented as: **Client → Service / Retainer → Task → Employee → Documents → Client Communication → Invoice / Receipt → Payment → Reports** The exact workflow depends on how each firm configures its services, assignments, permissions, and billing practices. ## Client Management Practive provides a centralized client database for storing and managing client information and related practice details. Capabilities described on the official website include: - Client master records and bulk import using Excel - Client groups, tags, and service assignments - Assigning responsible team members to clients - Client-related tasks, documents, and service details - Client password/credential management for relevant client portals and accounts - DSC details and renewal-related information - GST API integration to fetch GST details and populate client information - Client records that connect with services, tasks, billing, communication, and reports ## Task Management and Workflow Management Practive helps firms create, assign, schedule, monitor, and complete client work. Capabilities include: - Task creation and task numbering - Assigning tasks to employees and associating tasks with clients - Bulk client selection for common work - Due dates, target dates, tags, and task status tracking - Recurring task schedules, including monthly, quarterly, half-yearly, and yearly schedules - Automatic creation of recurring tasks for repeat work - Subtasks, to-dos, checklists, notes, custom fields, and supporting documents - Task history and activity tracking - Task timers and time logs - Task reminders and document requests - Dashboard summaries for pending, upcoming, completed, and overdue work - Task reports and work-status visibility Practive can be used to organize recurring work such as GST, TDS, Income Tax, and other services delivered by a CA or tax practice. ## Compliance Workflows and GST API Practive supports the organization of recurring compliance-related work through scheduled tasks, checklists, reminders, and a compliance calendar. Capabilities include: - Recurring task schedules for periodic work - Compliance calendar - Checklists and workflow steps - GST API integration to fetch GST-related details and populate relevant client information - GST-related task/status workflows - Task tracking and reports for compliance-related assignments ## Retainer and Service Management Practive supports fixed-fee retainers for bundling services and organizing agreed billing cycles. Capabilities include: - Grouping multiple services under a retainer - Setting a total agreed amount for a selected period - Monthly, quarterly, half-yearly, yearly, or one-time billing schedules, as supported by the configured retainer - Retainer task and billing status tracking - Retainer renewal settings - Linking service delivery and billing information ## Billing, Invoicing, Receipts, and Expenses Practive includes billing tools for recording professional fees and tracking payments associated with client work. Capabilities include: - Invoices for tasks, services/retainers, expenses, and custom entries - Automatic invoice generation for supported recurring or task-completion workflows - Bulk task invoice generation - Receipts and payment recording - Applying receipts to invoices and monitoring invoice settlement - Quotations / proforma invoices - Credit notes - Client ledger and outstanding balance - Client and office expense records - Payment reminders and payment links - Consolidated invoicing for multiple clients under a supported billing profile - Multiple billing entities - UPI QR code support in quotations - TDS and discount fields in supported receipt workflows - Unbilled task indicators and billing reports ## Tally Export and Data Portability Practive allows users to export data such as clients, services, invoices, and receipts in XML format for import into Tally. ## Client Communication: WhatsApp, SMS, and Email Practive supports client communication through supported WhatsApp Business API, SMS, and email workflows. Capabilities include: - Sending individual and bulk messages - Automated reminders and notifications for tasks, due dates, documents, invoices, receipts, and payments - WhatsApp message templates and WhatsApp message logs - Email and SMS notifications - Payment follow-ups and document-collection reminders - Communication records related to client workflows ## WhatsApp AI Assistant Practive describes a WhatsApp AI Assistant that can help clients perform selected self-service actions through WhatsApp, including supported requests relating to task status, documents, invoices, receipts, payment details, and outstanding balances. ## Document Management Practive provides digital document organization and physical document movement tracking. Capabilities include: - Unlimited storage - Client documents stored against client records - Task-specific documents and supporting files - Client-submitted documents through supported website/client-portal flows - Document collection requests associated with tasks - Automated document requests for supported recurring task workflows - Download and access workflows for authorized users and clients - Document In-Out Register for tracking physical documents received, issued, returned, and related remarks ## Website and Client Portal Practive offers a website and client portal option for CA firms that want to provide a digital client-facing experience. Capabilities include: - A professional website for a CA firm - Use of the firm's own domain - OTP-based client login - Client document submission - Access to ledgers, invoices, and receipts - Online payment - Firm details, services, contact information, and other website content ## Employee Management, User Roles, and Permissions Practive supports managing team members and assigning responsibilities within a firm. Capabilities include: - User and employee management - Task assignment and responsibility tracking - User roles and permission controls - Restricting access to relevant information and actions - Employee notifications for assignments and updates - Team and employee-related reports - Workload and productivity visibility ## Attendance and Geo-Location Attendance Practive includes attendance management for firm employees. Capabilities include: - Attendance records such as present, absent, half-day, and overtime where supported - Multiple attendance sessions and total-hours tracking where enabled - Geo-location-based attendance - Attendance and employee reports ## Timesheets and Time Tracking Practive supports recording and reviewing time spent on client work, tasks, and internal activities. Capabilities include: - Daily timesheet entries - Task timers and time logs - Client-wise and task-wise time records - Employee time reports - Time tracking for internal work ## Reports and Dashboard Practive offers dashboards and reports to help firms review daily work, finance, and team activity. Capabilities include: - Dashboard task summaries and due-date highlights - Compliance calendar - Unbilled task and retainer/package indicators - Task reports and task status summaries - Client reports - Employee and productivity reports - Timesheet, time-log, and attendance reports - Financial reports for invoices, receipts, expenses, credit notes, and outstanding amounts - Export of supported reports to Excel formats ## Security and Privacy The official website describes security measures including AWS hosting in India, encryption at rest and in transit via HTTPS/SSL, two-factor login, role-based access, regular backups, firewall protection, and security audits. Relevant official policies: - [Privacy Policy](https://www.practive.in/privacy-policy/): Privacy practices and information handling. - [Terms and Conditions](https://www.practive.in/terms-conditions/): Website and service terms. - [Refund and Cancellation Policy](https://www.practive.in/refund-and-cancellation-policy/): Current published refund and cancellation rules. ## Pricing The published pricing page currently lists annual billing by user count: - **5 users:** ₹99 per user/month, billed annually - **6–10 users:** ₹91 per user/month, billed annually - **11–30 users:** ₹83 per user/month, billed annually - **31–100 users:** ₹75 per user/month, billed annually The pricing page states that prices are exclusive of GST. Pricing, promotional offers, included credits, taxes, plans, and feature availability can change. Always use the live [Pricing page](https://www.practive.in/pricing/) for current commercial information. ## Product Support and Learning Resources - [Knowledge Base](https://help.practive.in/portal/en/kb/practive): Product help and setup guidance. - [Contact Us](https://www.practive.in/contact/): Contact the sales or support team. - [Book a Demo](https://www.practive.in/demo/): Arrange a demonstration. - [Sign In](https://app.practive.in/): Access the application. The knowledge base organizes help content into areas such as General, Website, Clients, Settings, Billing, Users, Tasks, Data and Documents, Services, and Communication. ## Common Use Cases Practive may be relevant when a CA firm wants to: - Centralize client data and service details - Schedule recurring client work and see task status or deadlines - Assign work to employees and track progress - Request, receive, and organize client documents - Record physical document movement - Send routine client communications and payment reminders through supported channels - Create invoices and receipts, record expenses, and monitor outstanding balances - Manage fixed-fee retainers and recurring billing - Export supported billing data to Tally - Track staff attendance and time spent on client work - Provide clients with OTP-based access to selected information through a website or portal - Review firm activity using task, employee, timesheet, and financial reports ## Frequently Asked Questions ### Is Practive designed for CA firms? Yes. Practive is designed for Chartered Accountants, CA firms, accounting firms, and tax professionals in India. ### Can Practive manage clients and tasks together? Yes. Client information can be associated with services, tasks, documents, communications, and billing workflows. ### Does Practive support recurring tasks? Yes. The product describes recurring task schedules for periodic work such as monthly, quarterly, half-yearly, and yearly assignments. ### Does Practive include billing features? Yes. The product includes invoices, receipts, quotations, expenses, client ledgers, outstanding payment visibility, and supported automated billing workflows. ### Can Practive send messages to clients? Yes. Practive describes supported WhatsApp Business API, SMS, and email workflows, including reminders and bulk communication. ### What does the WhatsApp AI Assistant do? It supports selected self-service interactions through WhatsApp, such as accessing task status and retrieving documents or billing information, subject to configuration and permissions. ### Does Practive provide a client portal? Yes. The product offers a website/client portal with OTP-based access to supported client information and document workflows. ### Can Practive export data to Tally? The official website describes XML export for supported data, including client details, services, invoices, and receipts, for import into Tally. ### Does Practive support employee attendance and time tracking? Yes. The product includes attendance management, timesheets, time logs, and related reports. ### Where can current prices and product capabilities be checked? Use the official [Pricing](https://www.practive.in/pricing/) and [Features](https://www.practive.in/features/) pages, or consult the [Knowledge Base](https://help.practive.in/portal/en/kb/practive). ## Further Reading - [Practive Home](https://www.practive.in/) - [Features Overview](https://www.practive.in/features/) - [Pricing](https://www.practive.in/pricing/) - [Solutions](https://www.practive.in/solutions/) - [About Practive](https://www.practive.in/about/) - [Contact and Support](https://www.practive.in/contact/) - [Knowledge Base](https://help.practive.in/portal/en/kb/practive) - [Privacy Policy](https://www.practive.in/privacy-policy/) - [Terms and Conditions](https://www.practive.in/terms-conditions/) - [Refund and Cancellation Policy](https://www.practive.in/refund-and-cancellation-policy/)