Built for CA firms
Stop the deadline panic.
Run your office from one place.
GST deadlines, chasing documents from clients, staff updates scattered on WhatsApp — Practice OS brings it all into one system, along with AI copilots that handle your team's daily admin work for you.
Free for small teams · No card required
Open tasks
128
+12 this week
Active clients
342
+18 this month
Revenue collected
₹18.4L
+9% vs last month
To do · 2
Onboard Nova Retail
ClientSend Q3 engagement letter
ContractIn progress · 2
GST filing — Bansal Traders
RecurringDocument request follow-up
DocumentsDone · 1
Invoice #2291 paid
BillingIllustrative preview of the Practice OS dashboard — sample data shown.
Everything, in one place
One office operating system, built to run itself.
Replace your Excel sheet, WhatsApp group, shared drive, and payment link — with one system that talks to all of them, so your team's day goes into tasks, not tool-hunting.
Tasks & recurring workflows
GST, TDS, ROC — recurring filings auto-generate on schedule with checklist steps, so no deadline slips through the cracks.
Client & customer portal
Stop chasing documents over WhatsApp — give every client a branded space to see updates and upload what you need.
Documents & contracts
Store, request, and e-sign documents. Generate engagement letters and contracts from ready-made templates.
Invoicing & billing
Raise GST-ready invoices, push them into Tally, and collect online — tied back to the work you actually did.
Team chat & WhatsApp
Keep your team aligned with built-in chat, and reach clients on WhatsApp instead of a dozen scattered numbers.
AI copilots
An assistant that knows your firm's own data — drafts notes, triages requests, and runs hiring interviews for you.
Integrations that fit
Cloud storage, Tally, payments, and messaging — connect the tools your office already runs on, on your own accounts.
Dashboards & analytics
See workload, revenue, and staff performance across your whole office in one glance.
Connects to what you already use
Your tools, your own data.
WhatsApp, Google Drive & Sheets, Tally, Razorpay/UPI, Gmail, Cashfree — Practice OS talks to your own accounts. Every firm connects its own credentials, so client data and money always stay in your control, not ours.
What you can cancel
Stop paying for 17 separate tools.
Task boards, Slack, Zapier/Make/n8n, e-signature, CRM, expense management, and more — each already built in.
Task boards + the 22-template recurring compliance engine
The compliance engine + multi-channel reminders + dictation inbox
Built-in team chat + WhatsApp Business integration
E-signed engagement letters
Leads & pipeline CRM
Document requests with a review/approval flow, synced to your own Drive & Sheets
11 more on the full list
Simple pricing
Pay for the team you have, not a fixed bucket.
Start free. The paid plan is a base fee plus per-seat, so it scales with the size of your team — no surprise fees. AI Copilots is a separate add-on, turn it on whenever you're ready.
Free
Try the whole workflow engine, no card needed.
Run the office
- Task management & boards
- Recurring workflow templates
- Client & customer portal
- Document management
- Invoicing & billing
- Analytics dashboards
+ 10 more features
Team
Base fee + per seat — scales with your firm, not a fixed bucket.
Run the office
- Task management & boards
- Recurring workflow templates
- Client & customer portal
- Document management
- Invoicing & billing
- Analytics dashboards
+ 27 more features
Your office, on one system.
Start free today with your core team. When you're ready, turn on the AI Copilots add-on and connect every integration you already use.