An AI Assistant That Knows Your Practice — Ask It, Show It Your Diary, Confirm
Ask "what's overdue this week and who has it?" and get the answer from your firm's own records. Snap your old diary or upload the Excel register you kept before, and get every job back as a task list to check. Ask it to mark work done, record a payment or approve leave — nothing changes until you tap Confirm.
Updated July 2026
The Problem — Why Firms Struggle with AI Assistant
The Solution — PracticeStacks AI Assistant
Purpose-built for CA, CS & Tax firms in India.
Diary & Excel → Tasks
Photograph diary pages or upload your old register. It reads each job — client, work, date, who did it — and lists them for you to check before anything is saved. Clients not yet in PracticeStacks can be added in one tap.
Answers From Your Real Data
Ask about overdue tasks, unpaid invoices, notice deadlines or who is on leave. Answers come from your firm's own records, never a guess.
Does the Routine Work
"Mark the TDS return for Mehta Exports as done", "record ₹25,000 received by UPI", "give Rahul Priya's GST tasks" — said once, done in one tap.
Nothing Changes Until You Confirm
Look-ups happen instantly. Every change shows a card saying exactly what will happen, with Confirm and Cancel. Anything that reaches a client is flagged before it goes.
Speaks CA
Knows GSTR-3B, 26Q, MGT-7A, Udyam, DIR-3 KYC and your firm's own services — so "3B" or a scribbled "Udhyam regn" is read the way your team means it.
Your Own Claude or ChatGPT, Connected
Prefer the AI you already use? Connect Claude or any MCP-ready assistant from Settings. It gets the same abilities — and sees only what that person's login allows.
How It Works
Ask or Attach
Open AI Assistant from the menu. Type a question, or attach a diary photo or spreadsheet.
Check What It Found
Answers come back straight away. Changes and imported tasks come back as a card you can edit.
Tap Confirm
Only then is anything saved or sent. Undo is on the card if you change your mind.
FAQs about AI Assistant
Can it really read handwritten diaries?
Yes — it reads diary pages and registers the way an article assistant would: a date line covers the items under it, a heading with names under it becomes one task per client, and any word it is unsure of is flagged for you to check. You always review the list before tapping Create.
Will the AI change something without asking me?
No. Looking things up happens instantly, but every change — creating tasks, marking work done, recording a payment, sending an invoice — waits for you to tap Confirm.
Can a junior staff member see the whole firm through it?
No. The assistant sees exactly what the person asking can see in PracticeStacks, and nothing more. The same applies to a Claude or ChatGPT they connect.
What about clients that are not in PracticeStacks yet?
Names from your diary that are not clients yet are shown for you to pick the right client, or added as a new client in one tap — email and phone can be filled in later.
Does it still help with writing?
Yes. The AI also drafts proposal scope of work, follow-up emails and cover letters from your own services and pricing — every draft is yours to edit before it goes anywhere.
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
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