Practice OS

Everything in one place

One system, your whole office.

Practice OS is a full practice management system built for Indian CA firms — tasks, recurring compliance workflows, a client portal, documents, billing, team chat, and AI copilots, replacing Excel, WhatsApp groups, a shared Drive, and five different logins with one product.

Task & Compliance Workflow

No more panic before the GST deadline — the system reminds you automatically.

  • Task boards & staff assignment (Kanban view)
  • 22-template recurring compliance engine (GST, TDS, ROC-style filings) with checklist steps, auto-generated on schedule
  • Multi-channel deadline reminders — in-app, email, WhatsApp
  • Compliance deadline calendar & analytics dashboard

Client Management (CRM)

Make every client feel like this firm was built just for them.

  • Branded client & customer portal, per firm
  • Leads & pipeline CRM — visiting cards, expos, one-click Convert-to-Client
  • Document requests with a review/approval flow
  • E-signed engagement letters — SA 210 / ICAI format, 35-engagement catalog
  • Consent & data-privacy management

Documents & Communication

Everything in one place — Drive, WhatsApp, chat, all in one dashboard.

  • Document storage with Google Drive & Sheets sync, per client
  • In-browser document editing
  • Team chat + WhatsApp Business messaging & calling
  • Chat polls and public share-link polls/quizzes
  • Announcements, notifications, and a Knowledge Base with attachments

Billing & Payments

Send invoices, track payments, and let Tally update itself.

  • GST-ready invoicing, Tally-style layout
  • Push approved invoices into Tally as Sales vouchers
  • Multi-app UPI payment collection
  • Expense reimbursements with UPI payouts and expense categories

Staff & Firm Operations

From attendance to leave — your staff's entire day, on one screen.

  • Attendance, leave, shift & timesheet management
  • Staff KYC gate — Aadhar to PAN to bank verification via Cashfree, before portal access
  • Role-based mailbox access — per-person and shared mailbox model
  • Work-usage & productivity tracking

Hiring & People

Hire the right person, without 10 rounds of interviews.

  • Candidate assessment test pipeline — mixed MCQ/open, auto-graded
  • Resume-vs-interview claims verification table

AI Copilots

An assistant that actually knows your firm, not a generic chatbot.

  • AI office assistant / chatbot, role-scoped in all 3 portals — answers from your firm's own data
  • Voice-to-task dictation inbox — dictate a note, AI triages it into a confirm-first action
  • AI-drafted staff performance reviews & KRA/KPI scoring, every quarter
  • AI voice interview rounds for hiring — common-sense/humour + background, avatar-led, fluent in Hindi/Hinglish
  • AI exit interviews

Multi-firm & White-label

Your firm, under your own brand — live in days.

  • Subdomain-based self-serve signup, isolated workspace per firm
  • One-click UI customization from the Admin panel — logo, name, and accent colour update instantly, no code and no waiting on us
  • Mobile app (Android & iOS) with a stable per-firm download link
  • Bring-your-own integrations — WhatsApp, Drive, Tally, Razorpay/UPI stay on your own accounts

At a glance

Har feature, ek hi jagah pe.

Task boards & staff assignment (Kanban view)
22-template recurring compliance engine (GST, TDS, ROC-style filings) with checklist steps, auto-generated on schedule
Multi-channel deadline reminders — in-app, email, WhatsApp
Compliance deadline calendar & analytics dashboard
Branded client & customer portal, per firm
Leads & pipeline CRM — visiting cards, expos, one-click Convert-to-Client
Document requests with a review/approval flow
E-signed engagement letters — SA 210 / ICAI format, 35-engagement catalog
Consent & data-privacy management
Document storage with Google Drive & Sheets sync, per client
In-browser document editing
Team chat + WhatsApp Business messaging & calling
Chat polls and public share-link polls/quizzes
Announcements, notifications, and a Knowledge Base with attachments
GST-ready invoicing, Tally-style layout
Push approved invoices into Tally as Sales vouchers
Multi-app UPI payment collection
Expense reimbursements with UPI payouts and expense categories
Attendance, leave, shift & timesheet management
Staff KYC gate — Aadhar to PAN to bank verification via Cashfree, before portal access
Role-based mailbox access — per-person and shared mailbox model
Work-usage & productivity tracking
Candidate assessment test pipeline — mixed MCQ/open, auto-graded
Resume-vs-interview claims verification table
AI office assistant / chatbot, role-scoped in all 3 portals — answers from your firm's own data
Voice-to-task dictation inbox — dictate a note, AI triages it into a confirm-first action
AI-drafted staff performance reviews & KRA/KPI scoring, every quarter
AI voice interview rounds for hiring — common-sense/humour + background, avatar-led, fluent in Hindi/Hinglish
AI exit interviews
Subdomain-based self-serve signup, isolated workspace per firm
One-click UI customization from the Admin panel — logo, name, and accent colour update instantly, no code and no waiting on us
Mobile app (Android & iOS) with a stable per-firm download link
Bring-your-own integrations — WhatsApp, Drive, Tally, Razorpay/UPI stay on your own accounts

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.

See pricing

Frequently asked questions

No. Practice OS is general office management software — task workflows, client portals, documents, billing, chat, and AI copilots for any team that runs client work, not just one type of firm.