Best Proposal & Practice Management Software for Company Secretaries in India—ROC Compliance, Proposals & Client Management
PracticeStacks is the best practice management software for Company Secretaries in India. Create professional proposals for incorporation & secretarial services, track ROC filing deadlines, manage board meetings, and automate client follow-ups via WhatsApp + Email.
WhatsApp + Email Automated Follow-ups for Faster Client Response.
Updated July 2026
Challenges CS Practices Face Every Day
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
Create Proposal
Choose from CS-specific templates for incorporation, compliance, or secretarial audit services.
Send & Follow Up
Share via WhatsApp or Email. Automated reminders ensure timely client responses.
Close & Sign
Clients review, accept, and e-sign. Track everything from your dashboard.
Success Stories
Trusted by Reputed Firms
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."
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
Stop Losing Clients to Slow Proposals.
Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.