Client Management
Complete client profiles with PAN, GSTIN, CIN, contacts and engagement history.
New Built for CA, CS & Law practices
Run your entire practice from one place.
Clients, compliance deadlines, legal matters, documents, billing and your team — one practice management ERP built for Indian professional firms.
No credit card required
Set up in minutes
Active clients312
Due this week18
Open matters27
Unbilled hrs64
Upcoming deadlines View all
CA
GSTR-3B — Mehta TradersAssigned to Riya · GST
Tomorrow
CS
AOC-4 filing — Nova Labs Pvt LtdAssigned to Karan · ROC
In 3 days
Law
Hearing — Sharma vs. StateHigh Court · Court 14
Mon, 10:30
CA
TDS Return Q2 — Arora & SonsAssigned to Dev · TDS
In 5 days
October compliance completed78%
Bank-grade encryption
Made for Indian compliance
Role-based team access
Works on web & mobile
One platform, three practices
Shaped around the way your firm works
Switch on the workflows your practice needs. Multi-disciplinary firms can run all three side by side.
Never miss a GST, ITR or TDS deadline again
Recurring compliance tasks are created automatically for every client based on their registrations and filing frequency.
- Auto-generated GST, ITR, TDS and advance tax tasks
- Audit tracking with checklists and working papers
- Document requests and reminders to clients on WhatsApp
- Fee tracking and outstanding receivables per client
Compliance covered
GST ReturnsGSTR-1, 3B, 9, 9C
Income TaxITR, advance tax, audit
TDS / TCS24Q, 26Q, 27Q, 27EQ
Statutory AuditChecklists & sign-off
Payroll & PFPF, ESI, PT filings
BookkeepingMonthly closes
Every ROC filing and board meeting, on schedule
Track company-wise secretarial compliance, statutory registers and meetings without spreadsheets.
- Annual ROC filings tracked against each company's financial year
- Board and general meeting scheduling, notices and minutes
- Director records, DIN and DIR-3 KYC reminders
- Digital statutory registers and resolution templates
Compliance covered
Annual FilingsAOC-4, MGT-7, MGT-7A
Event-based FormsDIR-12, PAS-3, SH-7
MeetingsBoard, AGM, EGM
Director KYCDIR-3 KYC, DIN
LLP ComplianceForm 8, Form 11
RegistersMembers, charges, directors
Matters, hearings and billable hours, organised
Give every matter a single home — parties, hearing dates, documents, notes and time spent.
- Matter management with parties, court and case details
- Hearing calendar and next-date tracking for the whole team
- Limitation dates with early warnings
- Time entries that turn into invoices in one click
Built for legal work
MattersLitigation & advisory
HearingsNext dates & cause list
LimitationDeadline alerts
Time & BillingHourly or fixed fee
Drafts & PleadingsVersioned documents
Conflict CheckParty search
Core modules
Everything a professional firm runs on
Shared foundations for every practice, so your whole firm works from the same source of truth.
Tasks & Compliance
Recurring tasks, due-date calendar and status tracking across every client.
Document Vault
Secure, client-wise storage with folders, versions and shareable request links.
Billing & Invoicing
GST-ready invoices, receipts, recurring fees and outstanding reports.
Time Tracking
Log hours against clients, tasks and matters. Know where your time actually goes.
Automated Reminders
WhatsApp, SMS and email reminders to clients and staff — sent on schedule.
Team & Workload
Assign work, balance load and control access with roles for partners and staff.
Reports & Insights
Firm-wide dashboards for pending work, productivity, revenue and collections.
How it works
Up and running in an afternoon
No consultants, no long onboarding. Bring your client list and start working.
1
Create your firm
Choose your practice areas — CA, CS, Law or any combination — and invite your team.
2
Import your clients
Upload from Excel. Registrations and services you add drive the compliance calendar automatically.
3
Work, track and bill
Assign tasks, log time, collect documents and raise invoices — all from one dashboard.
Built on trust
Your clients' data deserves serious care
Professional firms hold sensitive financial and legal information. We treat it that way.
Encrypted by default
Data encrypted in transit and at rest, with secure daily backups.
Granular permissions
Control exactly who sees which clients, matters and documents.
Full audit trail
Every change is logged — who did what, and when.
Fast, everywhere
Responsive on desktop and mobile, even with thousands of clients.
FAQ
Frequently asked questions
Who is Practise ERP for?
Chartered Accountant firms, Company Secretary firms and Law firms of any size — from solo practitioners to multi-partner, multi-office practices. Multi-disciplinary firms can enable all three practice areas in one account.
Does Practise ERP file returns on the government portals?
No. Practise ERP helps you plan, track and record your filings, documents and deadlines. The filing itself continues on the GST, Income Tax, TRACES and MCA portals.
Can I import my existing client data?
Yes. Upload your client list from Excel or CSV, and we'll map fields such as PAN, GSTIN and CIN for you.
Is there a free trial?
Yes — start a free trial with no credit card required and explore every module with your team.
Can my clients access the platform?
Clients can upload requested documents and view invoices through secure links, without needing a full account.
Ready to bring your practice together?
Start your free trial today. Set up takes minutes.