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Built for CA, CS, CMA & Tax Consultants

Proposal Software for CA, CS & Tax Firms in India

One platform to manage your entire client journey — from lead capture and professional proposals to e-signatures, automated follow-ups, and seamless onboarding & billing.

WhatsApp + Email Automated Follow-ups for Faster Client Response.

First 50 users only - ₹1,299 ₹999/month
Start Free Trial
10 Min Setup
AI Enabled
Secure Data
PracticeStacks CA practice management dashboard — proposals, compliance tracking, and client management for Indian CA, CS & CMA firmsA N GAWADE & Co LLPPREPARED FOR TECH STARTUP INC.Total:₹50,000AI CustomizeSend ProposalNAVIGATIONOverviewCover LetterExperienceexcellence with us.Startup Service ProposalTOTAL INVESTMENT₹50,000A N Gawade & Co LLPonlineNew proposal received:Startup Service ProposalView: practicestack.com/...11:42 amReminder: Please reviewyour proposal2:15 pmProposal approvedsuccessfully!4:30 pmMessageClient - Sharma & CoonlineProposal sent toSharma & Cofor ₹50,00011:42 amSharma & Co approvedyour proposal!Status: APPROVED4:32 pmMessageContract Signed!
How It Works

From Lead to Signed Contract in 4 Steps

A seamless, automated journey from the first touch to a signed contract.

Step 1

Capture & Propose

Lead & Smart Creator

Capture leads and create professional proposals with AI.

  • Instant lead capture & scoring
  • AI-powered proposal generation
  • Dynamic pricing & templates
PracticeStacksLeads+ NewNEW3RMRajesh M.CA FirmGSTTax AuditASAmit S.StartupCONTACTEDPKPriya K.Retail Co.QUALIFIEDVGVishal G.Mfg Ltd.New ProposalStep 1 of 2SavedRMRajesh MehtaCA Firm · Mumbai · GSTIN: 27AAB...✦ AI CustomizeSERVICEFREQAMOUNTGST ComplianceMonthly₹2,000/moTax AuditAnnual₹12,500ITR FilingAnnual₹5,000Total (Annual)₹41,500Save DraftSend Proposal to Client →Proposal will be sent via email with e-signature link
Step 2

Automated Reminders

Smart Follow-up

Auto-reminders on WhatsApp and Email for faster closures.

  • WhatsApp & Email integration
  • Smart scheduling
  • Activity tracking
RRajesh MehtaonlineHi, what's pendingfor this month?10:24Hi Rajesh, your GST 3Bfiling is due on 20th Feb.Please share documents.10:24Deadline: 5 days leftTap to upload docs10:25Auto-sent by PSType a messageInbox3PSPracticeStacksnowGST Filing ReminderDear Rajesh, your GSTR-3Bfor Feb is due on 20th...PSPracticeStacks2h agoTDS Q3 - Data PendingHi, we need your TDS detailsfor Q3 filing. Upload here...PSPracticeStacks1d agoProposal Sent - ReviewYour proposal has been sentto client for e-signature...Auto-sent by PS
Step 3

Close & Sign

E-Signature

Track interactions and get contracts signed instantly.

  • Legally binding e-signatures
  • Audit trail generation
  • Instant status updates
practicestacks.in/view/proposal/...Review & Sign Engagement LetterGST Compliance ProposalPENDINGFROMCA Vishnu & AssociatesMumbai, MaharashtraTORajesh MehtaMehta Traders Pvt LtdVALUE₹41,500/yearDATEFeb 132026SignaturesAUTHORIZED PROVIDERCA Vishnu KumarVishnu & AssociatesVERIFIEDFeb 12, 2026CLIENT REPRESENTATIVEAccepted DigitallyRajesh MehtaMehta Traders Pvt LtdSIGNEDAgree & Accept ProposalRequest ChangesDeclineProposal Accepted & Signed SuccessfullyEncrypted · Timestamped · Legally BindingVerify Your IdentityEnter OTP sent to your emailraj***@gmail.comVerify
Step 4

Compliance Reminders

Due Dates & Filing

Stay ahead of deadlines with automated compliance tracking.

  • GST & Tax deadline tracking
  • Automated client data requests
  • Seamless filing workflow
Compliance — PracticeStacksComplianceMonitor and manage compliance requirementsCompliance ItemsCategoriesTotal Items34requirementsCategories8typesSearch compliance...Filters ▾+ Add ItemREQUIREMENTCATEGORYSCHEDULEACTIONSGSTR-1 Monthly FilingFile GSTR-1 for outward suppliesGST12 datesGSTR-3B Monthly ReturnSummary return with tax paymentGST12 datesTax Audit ReportAnnual tax audit u/s 44ABIncome Tax1 dateITR FilingAnnual income tax return filingIncome Tax1 dateTDS Quarterly ReturnFile TDS returns (24Q/26Q)TDS4 datesShowing 5 of 34 compliance items
Problems

Why Firms Struggle

Manual workflows are invisible leaks. Stop fighting outdated tools and start scaling your practice with precision.

Revenue

Inconsistent Pricing

Revenue leakage. Team quoting random prices based on feeling.

Efficiency

Hours Wasted

Wasting billable hours formatting in Word instead of closing.

Revenue

Lost Proposals

Lost income. Proposals buried in inboxes and forgotten.

Efficiency

Manual Reminders

Relying on memory. No automated follow-ups leads to misses.

Risk

No Approval

Proposals are never approved formally. High legal risk.

Revenue

No Visibility

Zero tracking. Unknown if client viewed your proposal.

There's a better way
Solutions

India's First Client Engagement Platform for CA, CS & Tax Firms

Turn chaos into clarity with tools designed specifically for your professional practice workflow.

Win More Clients

Close deals faster with professional presence and speed.

Professionally branded proposal templates
Faster turnaround with one-click generation

Never Miss Deadlines

Stay ahead of every contract and renewal automatically.

Automated deadline & renewal reminders
Smart contract tracking dashboard

Look Professional

Delight clients with world-class digital experiences.

Branded portals & client-ready dashboards
Polished proposals that match your brand identity

Streamline Operations

Centralize your operations and gain full visibility.

Unified performance & revenue dashboard
Full pipeline visibility at a glance

Ensure Compliance

Secure signing and audit trails for high legal safety.

Legally binding e-signatures
Complete audit trail for every document

Scale Your Team

Collaborate seamlessly with unified team permissions.

Role-based team collaboration & permissions
Structured client onboarding workflows
Impact

Built to Deliver Real, Measurable Results

Real outcomes from real firms — not just features, but results that move the needle.

20%

Increased Clients

Better clarity, structure, and faster follow-ups

70%

Faster Creation Time

Eliminate repetitive drafting and rework completely

12%

Better Fee Realisation

Reducing under-pricing and scope creep

20 Days

Faster Billing Start

Quicker acceptance and onboarding process

Success Stories

Trusted by Reputed Firms

Join thousands of professionals who have transformed their practice 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."

CA Mohseen Shaikh

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."

CS Yunus Shaikh

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."

CA Vishal Agrawal

Chartered Accountant, Agrawal & Associates

"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."

CA Mohseen Shaikh

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."

CS Yunus Shaikh

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."

CA Vishal Agrawal

Chartered Accountant, Agrawal & Associates

"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."

CA Mohseen Shaikh

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."

CS Yunus Shaikh

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."

CA Vishal Agrawal

Chartered Accountant, Agrawal & Associates

Pricing

Simple, transparent pricing

No hidden costs. Start free, upgrade when you're ready.

Most Popular

Premium

Best for growing firms

First 50 users only
₹1,299₹999/mo
or ₹9,999/year·14-day free trial·+ GST
  • Unlimited proposals
  • Unlimited client records
  • Lead Management
  • Onboarding
  • Billing
  • E-Signature & Audit Trail
  • Email & WhatsApp Automation
  • Chrome extension (LinkedIn)
  • MCP server integration
  • 3 users included
  • Email + Calls support

Extra user @ ₹199/mo

Start Free Trial

Enterprise

For complex firm needs

Custom
Tailored for your firm·14-day free trial
  • Everything in Premium
  • Custom Lead Flows
  • White-label Onboarding
  • Advanced E-Signature
  • Dedicated WhatsApp Bot
  • Unlimited users
  • Dedicated account manager
  • Custom API Integration
  • On-site Training
FAQ

Frequently Asked Questions

Can't find what you're looking for? Contact us.

Stop Losing Clients to Slow Proposals.

Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.

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14-day free trial
No credit card required
Cancel anytime

Ready to streamline your practice?

Join CA, CS & Tax firms across India using PracticeStacks.

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PracticeStacks

Bringing structure, clarity, and consistency to professional firms across India.

Get in Touch

  • shekhar@practicestacks.in
  • +91 96992 14195
  • Pune, Maharashtra, India

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