What each module actually does
Not a feature list. For every module: the problem it removes from your week, how work gets in without anyone typing it, and what the system does while nobody is watching.
Features makes the case. User guides tell you which button to press.
17 modules, 3 of them still in beta. Open the one you were wondering about.
1Win the client
From a name you spotted on LinkedIn to a signed engagementLeadsEvery prospect your firm is chasing, on one board, so none of them go quiet because everybody assumed somebody else was following up.
Prospects live in one partner's phone, one person's notebook and a WhatsApp group. Nobody can say how many enquiries are open this month, and the ones that go cold do it silently.
How work arrives
Open a LinkedIn profile, click the PracticeStacks Chrome extension, and the name, firm and role land in your pipeline. Enquiries from your website arrive on their own. Anything else, use Add lead.
What you do
- Drag a card across the board as it moves: New → Contacted → Qualified → Converted or Lost.
- Log a call or note against the lead so the next person can see what was said.
- Convert a won lead into a client business in one click — nothing gets retyped.
What happens on its own
- A daily follow-up digest on WhatsApp — one message listing the leads going stale, not one message per lead.
- A ping the moment someone fills in the enquiry form on your website.
What the other person sees
Nothing until you contact them — this board is yours. The client's first contact is still a person, just a person who knows what was already discussed.
ServicesYour price list, entered once, so a proposal and an invoice never disagree about what GST return filing costs.
Every partner quotes from memory. The same service goes out at three prices, and the junior building an invoice guesses which one applied.
How work arrives
You add each thing your firm sells once — GST Return Filing, Company Registration, an annual audit.
What you do
- Set how it is charged: a fixed price, an hourly rate, per user, a subscription, milestone by milestone, or a custom figure.
- Bundle several services into a package at one package price — a startup compliance bundle, say.
- Give it a separate invoice name when your internal name is not what the client should read on a bill.
What happens on its own
- Pick a service on a proposal and the price, the inclusions and the exclusions fill themselves in.
- The same service carries through to the invoice, so billing matches what was signed.
What the other person sees
A proposal that spells out what is included and what is not — the two lines most disputes are actually about.
ProposalsA quote the client can approve from their phone with an OTP, instead of printing, signing, scanning and emailing back.
You email a PDF, the client says yes on WhatsApp, and six months later nobody can prove what scope was agreed at what price.
How work arrives
Pick the client, pick the services or a package, and the scope, pricing and terms are already filled from your service list.
What you do
- Draft it, then send. The client gets it on WhatsApp and email.
- Watch it move Draft → Pending → Approved or Rejected on one screen.
- Amend it after signing when the scope genuinely changes — the client re-approves the change, not the whole engagement.
What happens on its own
- A reminder goes to the client before the proposal's deadline, without you chasing.
- You are notified the moment it is approved, rejected, or sent back with questions.
- An approval opens the client's onboarding by itself.
- A data-protection notice under the DPDP Act is appended to the terms of every proposal — you never write it.
What the other person sees
One link. No login, no account to create. They read the scope and price, tap Approve, and type an OTP sent to their phone — that OTP is the signature, and it is stored with a timestamp.
2Bring them on board
Documents, logins and the client record, collected onceBusinessesThe client's file. Every contact, filing, proposal, invoice, document and portal login for that company hangs off this one record.
A client's PAN is in one person's email, their GST login is on a sticky note, and their last three filings are in a folder nobody else can find.
How work arrives
A converted lead becomes a business automatically. Clients you already have, you add directly.
What you do
- Add the people you actually deal with — the director, the accountant — so reminders reach the right one.
- Attach the recurring filings this client is signed up for.
- Assign a relationship manager, so there is one name answerable for the client.
What happens on its own
- Everything else in the product points here: mail, invoices, filings, feedback and consent records all file themselves under the client.
What the other person sees
Consistency. Whoever they get on the phone can see the same history.
OnboardingThe document-and-login collection that starts by itself the moment a proposal is approved, so a new client is not chased by four people for the same PAN copy.
Two weeks of back-and-forth WhatsApp to collect KYC, then a month later you discover nobody ever got the GST portal password.
How work arrives
A client approves a proposal. Their onboarding opens on its own.
What you do
- Tick which documents and which portal logins this engagement needs.
- Set how they will be invoiced.
- Watch what has come in and what is still missing on one list.
What happens on its own
- The client gets an invite on WhatsApp with their own upload link.
- You are told when onboarding is complete, rather than having to check.
What the other person sees
A page of their own showing exactly what is still needed. They upload from their phone. No password to remember, no app to install.
3Do the work
Filings, tasks, notices and client mail — nothing slipsComplianceEvery GST, TDS, ROC and income-tax deadline for every client, with a named person to do it and a named person to check it.
A shared Excel of due dates that one person maintains, is a week out of date, and does not say who is actually doing the July GST for which client.
How work arrives
Attach a filing to a client once — monthly GST, quarterly TDS, an annual return — with its due dates, an executor and a reviewer.
What you do
- Mark a filing done when it is filed.
- The reviewer confirms it before it closes, so nothing reaches a client unchecked.
- Reassign when someone is on leave, without rebuilding the calendar.
What happens on its own
- Each period's job is created for you — you do not create a July GST row for 200 clients by hand.
- The client is sent their month's compliance calendar at the start of the month, and a reminder a few days later.
- Due-date reminders go out daily to whoever the filing is on.
- A filing that is running out of working days is flagged as at risk before the deadline, not after it.
What the other person sees
One calendar message a month listing what is due for them, and a nudge when something is needed from their side.
TasksThe firm's actual work queue — who is doing what, what is stuck, and why — with a review step before anything is called finished.
"Did you send that?" asked eleven times a day, and work marked done that nobody senior ever looked at.
How work arrives
Tasks are raised by hand, spawned from a recurring rule, or created from a compliance filing that is now due.
What you do
- Move a task Pending → In progress → Review → Done.
- Park it as Waiting for client when the hold-up is on their side, so nobody keeps chasing your own staff for it.
- Mark it Blocked when it is stuck on something inside the firm that someone can actually unblock.
- @mention a colleague in a comment to pull them in.
What happens on its own
- The assignee is told on WhatsApp the moment work lands on them.
- Reminders before it is due, and a nudge once it is overdue.
- A digest to the manager, and a separate one to the firm owner — one message, not one per task.
- An end-of-day summary of what moved.
What the other person sees
Your staff can mark a task done from the WhatsApp message itself. No laptop, no login, no hunting for the task.
AutomationBetaA background worker that logs into the government portals every day using your saved client credentials, closes work that turns out to be already filed, and collects the documents a filing needs before it is due.
This module is running with a small number of firms while we settle it, so it is not switched on for a new account yet. Ask us for early access if you want it on for your firm.
A junior opens the GST portal for 200 clients one at a time to check status, and separately WhatsApps each client for the same four documents every month.
How work arrives
You save each client's portal credentials once during onboarding. The Chrome extension does the logging in.
What you do
- Almost nothing — that is the point. You read what it found.
- Step in only where it flags something it could not resolve.
What happens on its own
- Daily checks against the portals for what has already been filed, closing that compliance work so nobody does it twice.
- Document requests sent to clients ahead of the filing date, with follow-ups for whatever is still missing.
- The assigned staff member is told the moment a client's documents are complete and the work can actually start.
What the other person sees
The client is asked once, then reminded only about what they have not sent — not the whole list again.
NoticesGovernment notices for every client, pulled in automatically, so you learn about a notice from the software rather than from an angry client.
A notice sits unread in a portal for three weeks because nobody logged in, and the deadline to respond has gone.
How work arrives
Notices are fetched from the portals through the day — GST, Income Tax, TDS (TRACES), MCA, Maharashtra GST, EPFO and ESIC — using the extension and your saved logins.
What you do
- Acknowledge a notice so the firm knows it has been seen.
- Move it In progress, then Resolved once a response is filed.
- See at a glance which ones were missed, instead of finding out later.
What happens on its own
- Portals are re-checked on a schedule through the day — you do not open them to look.
- New notices appear against the right client on their own.
What the other person sees
A firm that rings them about the notice before they have noticed it.
EmailsYour existing mailbox, inside PracticeStacks, with every mail attached to the client it is about.
The document the client swears they sent is in one person's inbox, and everyone else is asking for it again.
How work arrives
Connect the mailbox you already use — a normal IMAP/SMTP account, or a Microsoft account over OAuth. Nothing changes about your email address.
What you do
- Read and reply from inside the product, or from your usual mail app — both stay in sync.
- Open a client and see the whole mail thread with them, including mail a colleague sent.
What happens on its own
- Incoming mail is matched to the client record without tagging.
- Mail whose inline images did not come through is flagged, so you do not reply to a half-loaded document.
What the other person sees
Replies from your real email address. Nothing about this looks like software to the client.
4Get paid
Bills that raise themselves and expenses you stop absorbingInvoicesGST-compliant bills raised from what the client already approved, including the recurring ones that raise themselves.
Somebody blocks a Saturday every month to type the same forty invoices, and two get forgotten entirely.
How work arrives
One click from an approved proposal, or raise one by hand. The services and prices come across as signed.
What you do
- Send it. Watch it move Draft → Sent → Paid, or fall into Overdue.
- Set a retainer up once as recurring, and stop thinking about it.
What happens on its own
- Recurring invoices are generated and issued on their cycle.
- The client is sent the invoice on WhatsApp, and reminded once it is overdue.
What the other person sees
A proper GST invoice on WhatsApp and email, and a polite reminder if it goes unpaid — sent by the system, so nobody in your firm has to make that call.
ReimbursementsStaff expenses — the challan fee, the travel to the ROC office — claimed with a bill, approved in two steps, and billed on to the client where they should be.
Small out-of-pocket amounts are paid by staff, remembered vaguely, and quietly absorbed by the firm instead of recovered from the client.
How work arrives
A staff member submits the claim with a photo of the bill, from their phone.
What you do
- The manager approves first, then the firm approves — two steps, so one person cannot sign off their own spend.
- Mark it paid once it is actually reimbursed.
- Flag it as billable to recover it from the client.
What happens on its own
- The firm is notified on WhatsApp when a claim comes in, and the claimant is told at each approval step.
- Billable expenses that have not been recovered from the client are chased.
What the other person sees
The staff member knows exactly where their claim is, without asking anyone.
5Keep them
Proof you handle their data properly, and proof they are happyDPDP ComplianceBetaThe register that answers, for every piece of personal data your firm holds, the one question the Digital Personal Data Protection Act asks: what gives you the right to hold this?
This module is running with a small number of firms while we settle it, so it is not switched on for a new account yet. Ask us for early access if you want it on for your firm.
Your firm holds PAN and Aadhaar numbers, bank statements, salary registers and portal logins for hundreds of people — and has no written record of why it is allowed to. If a client, or a regulator, asks you to show it, there is nothing to show.
How work arrives
It builds itself from work you are already doing. Every service and every filing you run for a client becomes a purpose in the register automatically.
What you do
- Read the register: one row per client per purpose, each already tagged with its legal basis under the Act — a legal obligation for ITR, GST, TDS, audit and ROC work; employment for payroll; voluntary where the client handed the data over themselves; consent for anything marketing-shaped.
- Override a tag where the automatic guess is wrong — the tag is marked as auto so you can see which ones were never reviewed.
- Press Ask for consent on anything that runs on consent — a testimonial, a referral, a newsletter — instead of assuming it.
What happens on its own
- The legal basis for each purpose is tagged from the service it came from, so the register is populated without data entry.
- A data-protection notice under the Act is added to the terms of every proposal you send — the notice requirement is met at the point of engagement, not retrofitted later.
- Every consent granted and every consent withdrawn is time-stamped and kept, so the history survives the person who was handling that client.
What the other person sees
A link asking for consent in plain terms, which they can grant — and later withdraw — themselves. Withdrawal is recorded the same way a grant is.
Also worth knowing: The register you keep for yourself is the same register your clients now need. Every company you file for is a Data Fiduciary under the same Act, with the same problem and no idea how to solve it — and you are already the person they call about compliance. Firms use this module twice: once to put their own house in order, and once as the reason for a conversation that turns into DPDP readiness work.
Client FeedbackBetaThe client is asked how it went the moment work is finished for them, and an unhappy answer becomes somebody's task rather than a bad memory.
This module is running with a small number of firms while we settle it, so it is not switched on for a new account yet. Ask us for early access if you want it on for your firm.
You find out a client was unhappy when they leave, and the clients who were delighted are never asked for the testimonial or the referral you would have got.
How work arrives
Finishing a task for a client triggers the request. Nobody has to remember to ask.
What you do
- Read the ratings and the messages as they land.
- Work the concern that gets raised when someone is unhappy.
- Turn a good response into a testimonial for your website, and follow up the names they pass on.
What happens on its own
- A WhatsApp asks the client to rate the work, and captures whatever they type back as the comment.
- A poor rating raises a task for the firm to fix it, and alerts the owner — it is not left to be noticed.
- A happy client is asked for a testimonial and for referrals, at the one moment they are most likely to give both.
What the other person sees
One message, one tap to rate. They can type more if they want to, and are not made to fill in a form.
6Run the firm
Who sees what, how the firm is set up, what you pay usTeamYour people, and exactly which of these modules each of them can open.
Everybody has everybody's access, so the article assistant can see the firm's revenue and every client's portal password.
How work arrives
Invite a person by email. They set their own password.
What you do
- Grant modules person by person — an articled assistant might get Tasks and Compliance and nothing else.
- Group people into departments.
- Remove access the day someone leaves, in one place.
What happens on its own
- A module you have not granted does not appear in that person's navigation, on desktop or on their phone, and they cannot open its screens.
What the other person sees
A smaller, simpler product. Staff members only see the parts of the firm that are their job.
SettingsYour firm's details, your departments, your API tokens, and a log of who changed what.
Nobody can say who deleted the client record, and the firm's letterhead lives in four slightly different versions.
How work arrives
Set up once when you start, then rarely revisit.
What you do
- Fill in the personal and firm profile that appears on proposals and invoices.
- Set up the departments your team is organised into.
- Connect PracticeStacks to Claude and other AI assistants, and manage your API tokens.
- Read the activity log when you need to know who did something.
What happens on its own
- Every meaningful change in the firm is written to the activity log without anyone switching logging on.
What the other person sees
Your firm's name and branding on everything that leaves the product.
BillingWhat you pay PracticeStacks, how many paid seats you are using, and your own invoices from us.
A subscription you cannot see the shape of until it renews.
How work arrives
Starts with a free trial. No card to begin.
What you do
- Pick or change your plan.
- Add and remove paid administrator seats. Employee seats are free and unlimited.
- Download your invoices from us.
What happens on its own
- Renewals are handled through Razorpay, and you are told if a payment method fails rather than being cut off silently.
What the other person sees
Nothing. This screen is between your firm and us.
Not everyone gets every module
You decide, person by person, which of these each member of your team can open. An articled assistant can have Tasks and Compliance and see nothing else. Employee seats are free and unlimited — you only pay for administrator seats.
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