What you can cancel

One subscription, 17 tools gone.

Chances are your firm is already paying for two or three of these separately. Here's what a built-in Practice OS feature covers instead, and how it actually works — not just a logo wall.

Project & Task Management

TrelloAsanaClickUpMonday.com

Task boards + the 22-template recurring compliance engine

Kanban-style boards for one-off work, plus GST/TDS/ROC-style filings that auto-generate on schedule with their own checklist steps — no separate board tool needed for either.

Workflow Automation

ZapierMake.comn8n

The compliance engine + multi-channel reminders + dictation inbox

The automations a firm would otherwise wire up by hand — "when a filing is due, create a task and notify staff on WhatsApp," "when a voice note comes in, turn it into a task" — are already built in, not something you assemble yourself.

Team Chat

SlackMicrosoft Teams

Built-in team chat + WhatsApp Business integration

Internal team chat plus two-way WhatsApp messaging and calling with clients, in the same system your tasks and clients already live in.

E-Signature

DocuSignZoho SignSignEasy

E-signed engagement letters

SA 210 / ICAI-format engagement letters, generated from a 35-engagement catalog and sent for e-signature directly from the client's record.

CRM & Lead Pipeline

Zoho CRMHubSpotPipedrive

Leads & pipeline CRM

Track leads from visiting cards and expos through to a one-click Convert-to-Client, without a separate general-purpose CRM.

Client Document Collection

Content SnareSmartVaultFYI Docs

Document requests with a review/approval flow, synced to your own Drive & Sheets

Request documents from a client through their portal, review and approve what comes back, with everything synced into the firm's own Google Drive & Sheets.

Forms, Polls & Surveys

Google FormsTypeformSurveyMonkeySlido

Chat polls and public share-link polls/quizzes

Run a quick poll inside team or client chat, or publish an anonymous share-link poll or quiz publicly — no separate forms tool.

Knowledge Base / Internal Wiki

NotionConfluence

Knowledge Base with attachments + announcements

A searchable internal knowledge base with file attachments, plus firm-wide announcements and notifications, in the same portal staff already work in.

Invoicing & Billing

Zoho InvoiceQuickBooks Online

GST-ready invoicing, pushed straight into Tally

Raise a GST-ready, Tally-styled invoice and push it into Tally as a Sales voucher automatically — no manual re-entry into your books.

Standalone Payment Links

Razorpay Payment PagesInstamojoPayU

Multi-app UPI payment collection

Collect payment against an invoice directly through UPI, tied back to the work and the client record, instead of a generic payment-link tool.

Expense Management

Zoho ExpenseExpensify

Expense reimbursements with UPI payouts

Staff submit expenses with categories, get approved, and get paid out via UPI — without a separate expense-management subscription.

Attendance, Leave & HRMS

KekaZoho PeoplegreytHR

Attendance, leave, shift & timesheet management

Attendance, leave requests, shift timing, and timesheets for every staff member, in the same system where their tasks are assigned.

Employee KYC Verification

SignzyIDfyHyperVerge

Staff KYC gate via Cashfree

A new hire clears Aadhar → PAN → bank verification before they get portal access — wired directly into onboarding, not a side tool HR has to run manually.

Hiring & Candidate Assessment

HackerRankMercer MettlCalendly

Candidate assessment pipeline + AI voice interviews

A mixed MCQ/open assessment auto-grades candidates, and an AI-led voice interview (fluent in Hindi/Hinglish) runs common-sense and background rounds without scheduling a human for every first round.

Performance Reviews

Lattice15Five

AI-drafted performance reviews & KRA/KPI scoring

KRAs are drafted per role and auto-scored every quarter on the Indian financial year, instead of a manual review cycle in a separate tool.

AI Chatbot / Internal Assistant

A custom GPT wrapperIntercom Fin

Role-scoped AI office assistant

An assistant that answers from your firm's own data across all three portals, instead of a generic chatbot you'd have to build and maintain separately.

Voice-Note Transcription + Task Creation

Otter.aimanual note-taking

Voice-to-task dictation inbox

Dictate a quick note and the AI triages it straight into a confirm-first action — a task, an announcement, a lead, a client note — instead of transcribing and then creating the task yourself.

A note on this list:these are the categories of tools our own features are built to cover for a CA firm's day-to-day work — not a claim about what any named tool does or doesn't do. Your firm might still want a dedicated tool for advanced needs outside this scope; this is about what most firms won't need a separate subscription for anymore.

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.

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