Everything you need to run a
Modern CA Practice
Stop juggling spreadsheets and manual follow-ups. PracticeStacks brings all your workflows into one unified platform designed specifically for Indian firms.
Updated July 2026
Master Your Lead Pipeline
Stop losing leads in spreadsheets. Visualize your entire sales process with our intuitive kanban-style lead management board. Track every opportunity from first contact to signed engagement letter.
Centralize Your Operations
Gain full visibility into your practice. Track every client interaction, deadline, and payment in one unified dashboard designed for modern firms.
Win Clients Faster
Create stunning, professional proposals in minutes. Impress potential clients with digital experiences that set you apart from the competition.
Streamline Onboarding
Automate your client intake with structured workflows. From engagement letters to KYC, ensure compliance without the manual headache.
Never Miss a Compliance Deadline
Track every GST, TDS, ROC, and statutory filing across all your clients. Color-coded categories, card or table views, executor-reviewer workflows — everything filterable at a glance.
Your Firm in Your Pocket
Check deadlines, approve proposals, and track revenue from anywhere. PracticeStacks is fully responsive — a polished mobile experience with compact KPIs, a dedicated bottom nav, and quick-access actions for every module.
High-Speed Proposal Workflow
Ditch the chaos of Word and Excel. Leverage our intelligent platform to automate proposal creation, ensuring consistency, reducing errors, and delivering professional results in a fraction of the time.
AI-Powered Recommendations
Let AI do the heavy lifting. PracticeStacks uses your firm's data — services, pricing, past proposals, and client history — to auto-generate email sequences, draft proposal scope of work, and write cover letters. Your team focuses on strategy while AI handles the first draft.
Explore every feature in depth
Dedicated pages for each part of PracticeStacks — see exactly how every module works for CA, CS & Tax firms.
Win
From first enquiry to a signed engagementOnboard
Intake, KYC and documents in one flowDeliver
Compliance, tasks and client communicationCompliance Tracking
Every GST, TDS & ROC deadline across all clients, never missed.
Notice Management
GST, Income Tax, TDS & MCA notices tracked to a filed response.
Paid add-onEmail Sync
Client mail linked to the client record, attachments scanned.
Scale planWhatsApp Automation
Automated proposals, reminders & updates over WhatsApp.
Work & Tasks
Executor–reviewer workflow so nothing reaches a client unchecked.
Get Paid
Billing and expense recoveryGrow
Visibility, team and integrationsTeam Management & Permissions
Module-level access per person — employee seats are free.
Reports & Analytics
Live revenue, conversion, compliance & team MIS — no manual reports.
Firm Operations
Run your whole practice from one real-time dashboard.
Mobile Access
Manage deadlines and approvals from your phone — no download.
AI Assistant
AI-drafted scope of work, email sequences, and cover letters.
MCP & API
Connect PracticeStacks to Claude & AI assistants — or your own tools.
Chrome Extension
Capture LinkedIn prospects into your CRM in one click — free.
Why Firms Choose Us
One Platform for Client Work and Firm Operations
See how CA, CS and tax firms across India use PracticeStacks to manage clients, teams and compliance — with one platform instead of five.
For Client Work
Every deadline, email and follow-up in one place.
For Your Team
Ownership, output and reimbursements — visible and automatic.
Stop Losing Clients to Slow Proposals.
Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.