Manage clients, tasks, billing and compliance in one platform — from lead capture and client onboarding to proposals, invoicing and team collaboration without switching between tools.
Automated compliance & client follow-ups that get faster responses.
How It Works
From the first enquiry to renewal and referral, PracticeStacks connects every stage of the client lifecycle — so your team works from one system instead of switching between five.
Leads, Proposals & E-Signature
Capture an enquiry, send an AI-drafted proposal the same day, and close it with an e-signature — no printing, no scanning, no courier.
KYC, Credentials & Compliance Mapping
The paperwork every new client brings becomes one checklist your team runs the same way every time.
Compliance Tasks & Workload
Compliance work, client emails and internal jobs sit in one place, so nobody has to ask where a task stands.
GST Invoicing & Reimbursements
Work that is finished but unbilled shows up on a draft GST invoice, so the gap between doing the work and getting paid closes.
Reminders, Renewals & Feedback
Automated compliance reminders and WhatsApp follow-ups keep clients close — and a live dashboard shows you where the firm actually stands.
Practice Challenges
Most CA firms don't lose because of bad work — they lose to operational gaps. Every card below names the gap, and the exact PracticeStacks capability that closes it.
Leads arrive, but follow-ups get missed without automated reminders.
Proposals take hours to draft and pricing varies across partners.
Scattered KYC documents and manual checklists stall every new client.
Compliance tasks and due dates sit with a person, not in a system.
Client emails, notices and hearings get tracked across scattered mailboxes.
GST invoices go out late and unbilled work quietly slips through.
Staff reimbursements sit waiting with no approval trail.
No one place shows revenue, work-in-progress or team workload.
Meet PracticeStacks
Winning a client, onboarding them, filing their returns and raising the invoice all happen in the same place — nothing is bolted on, and nothing is a separate subscription.
From first enquiry to signed engagement
Intake, KYC and documents in one flow
Compliance, tasks and communication
Billing and expense recovery
Visibility, team and integrations
PracticeStacks ships an official MCP server. Connect it once in Claude and ask in plain English — it reads your real leads, clients, proposals and compliance deadlines, and can create records back. No dashboard, no export, no developer.
Want to explore a specific capability?
Click any feature to see how it works.
Why Firms Choose Us
See how CA, CS and tax firms across India use PracticeStacks to manage clients, teams and compliance — with one platform instead of five.
Every deadline, email and follow-up in one place.
Ownership, output and reimbursements — visible and automatic.
What You Get
No projections, no averages — this is what the software does for a CA, CS or tax firm from the day you switch it on.
Leads, documents, tasks, emails, invoices and unbilled work — all on one client record
Every task carries a named owner and a due date the whole firm can see
Pick a template, price it, send it — instead of an hour of copy-paste
Reported by CA Mohseen Shaikh, A N Gawade & Co LLP
Completed tasks stay flagged unbilled until they land on a draft GST invoice — nothing slips past the quarter
See It In Action
Not mockups of a concept — each module below is the real view, drawn from the live product, beside what it does for your firm.
Every enquiry — website form, LinkedIn, a phone call — lands in one pipeline your whole firm can see, and becomes a priced proposal without re-typing a single detail.
GST, TDS, ROC and payroll dates are scheduled the day a client signs — not the week they fall due. The register replaces the Excel sheet nobody else can read.
Compliance work, client emails and internal jobs sit on one board, so nobody has to ask where a task stands or who is carrying it.
Work that is finished but unbilled shows up on a draft GST invoice, so the gap between doing the job and being paid for it closes inside the quarter.
Client files stop living in email threads and a shared drive nobody has cleaned since 2021. Each document sits on the client record, tagged, searchable and audited.
Gmail and Outlook sync in, and each thread attaches itself to the client it belongs to. A client email becomes a tracked task without leaving the message.
One dashboard for what the firm actually earned, what it is owed, and which clients are quietly costing more to serve than they pay.
The copilot sits beside the work, not on a separate page. It drafts the scope, the engagement letter and the reply — you read it, change what you want, and send.
Success Stories
Early firms are already running proposals, compliance and billing on PracticeStacks with precision and speed.
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
Switching is easy
You don't have to migrate anything yourself. Sign up, raise one ticket, and our team brings your practice across.
Start your free trial
No card, 14 days. Takes a minute — your old tool keeps running.
Raise a ticket from the sidebar
Inside the app, hit the Need help? button at the bottom-left and tell us which tool you're on. See the steps
We load your data
Clients, compliance calendar and open tasks — mapped and imported by our team. Free on both plans.
Documents in India
AWS S3, Mumbai (ap-south-1)
Encrypted end to end
TLS 1.3 in transit, encrypted at rest
Daily encrypted backups
Taken every day on the database
DPDP-ready
Consent capture + legal-basis register
Your data leaves with you
Docs any time; full export via support@practicestacks.in
The application and database run on Vercel and managed PostgreSQL, which may process data outside India — permitted under the DPDP Act and detailed in our Privacy Policy.
Biztree Outsourcing Pvt Ltd · GSTIN 27AAHCB2399F1ZI · CIN U74999PN2017PTC170404
Pricing
14-day free trial · No credit card · 30-day money-back guarantee
Everything your firm needs to win and run clients
Includes 5 users · Add users at ₹149/mo
No credit card required
Growth plus your entire inbox inside PracticeStacks
Includes 5 users · Add users at ₹199/mo
No credit card required
Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.
