PracticeStacks Logo
PracticeStacks
  • Home
  • About
  • Features
  • Pricing
  • Contact
Start Free Trial
Built for Company Secretaries

CS Management Software for Company Secretaries—Proposals, Compliance & Practice Management

The best management software for CS practices. Create proposals, track ROC compliance, manage clients, and automate follow-ups — all from one platform.

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

Start Free Trial

Challenges CS Practices Face Every Day

✕Manually drafting engagement letters for every client
✕No structured follow-up process for pending proposals
✕Tracking ROC deadlines across multiple clients in spreadsheets
✕Inconsistent pricing for similar compliance services
✕Clients not responding to proposals sent via email
✕No centralized view of proposal pipeline and conversions

Everything a CS Practice Needs to Win More Clients

Purpose-built tools for company secretaries to streamline proposals, compliance tracking, and client engagement.

CS-Specific Proposal Templates

Ready-made templates for company incorporation, annual compliance, ROC filings, secretarial audits, and board meeting support.

WhatsApp + Email Automated Follow-ups

Automated reminders ensure clients respond faster. Never lose an engagement due to missed follow-ups.

E-Signatures & Audit Trail

Legally binding e-signatures with full audit trails for every engagement letter and proposal.

Compliance Dashboard

Track ROC deadlines, board meetings, and annual filings from a unified dashboard built for CS practices.

Professional Branding

White-label proposals and client portals that reflect your firm's identity and professionalism.

Team Management

Role-based access for partners, associates, and trainees. Assign tasks with full visibility.

How It Works for CS Practices

1

Create Proposal

Choose from CS-specific templates for incorporation, compliance, or secretarial audit services.

2

Send & Follow Up

Share via WhatsApp or Email. Automated reminders ensure timely client responses.

3

Close & Sign

Clients review, accept, and e-sign. Track everything from your dashboard.

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

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.

Start Free Trial
14-day free trial
No credit card required
Cancel anytime

Ready to streamline your practice?

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

Start Free Trial
PracticeStacks Logo
PracticeStacks

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

Get in Touch

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

Platform

  • Home
  • Features
  • Pricing
  • About Us
  • Contact

Solutions

  • For Chartered Accountants
  • For Company Secretaries
  • For Tax Consultants
  • For Cost Accountants

Compare

  • vs GoProposal
  • vs Cone
  • vs Ignition
  • vs Anchor
  • vs Fresh Proposals
  • vs Financial Cents
  • vs FigsFlow

Resources

  • Blog
  • Changelog
  • Announcements

Legal

  • Cookie Policy
  • Cancellation & Refund
  • Terms of Service
  • Privacy Policy
© 2026 PracticeStacksA platform by Biztree Outsourcing Pvt Ltd