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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.