How it works
From signup to daily use.
One subdomain, three portals, and a compliance engine that tracks recurring filings automatically — that's the whole Practice OS workflow.
Getting started, step by step.
Sign up, choose your subdomain
Self-serve signup — no sales call needed. Pick a subdomain, and your firm gets its own isolated workspace, separate from every other firm on Practice OS.
Set up your brand
Your firm's logo, name, and accent colour — set once, and it shows across all three portals your team and clients see.
14-day free trial, live in days
Start using it immediately — invite staff, add clients, and turn on the compliance engine. Upgrade only when you're ready to pay.
Three portals, one system.
Each role gets exactly what they need — nothing more, nothing buried.
For partners and owners
Manage staff, clients, billing, branding, integrations, and the compliance-task catalog for the whole firm — the control room.
For your team's daily work
Assigned recurring compliance tasks with checklist steps, timesheets, team chat, a knowledge base, and a dictation inbox for quick voice notes.
For your clients
A branded space for document requests, e-signed engagement letters, invoices with UPI payment, WhatsApp chat, and polls — no more chasing over email.
Compliance that runs itself.
A 22-template recurring compliance engine covers GST, TDS, and ROC-style filings — each with its own checklist of steps. Tasks auto-generate on schedule, get assigned to the right staff member, and send reminders across in-app, email, and WhatsApp before the deadline hits — not after.
An assistant that knows your firm
Role-scoped in all three portals, it answers from your firm's own data — not a generic chatbot. Available as an add-on on the Team plan.
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.
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.