Client Onboarding Software for CA & CS Firms —Collect Documents & Credentials Digitally
After a client accepts your proposal, PracticeStacks automatically triggers onboarding. Clients upload documents, share credentials, and complete KYC through your branded portal — no more chasing on WhatsApp and email.
Updated July 2026
The Problem — Why Firms Struggle with Client Onboarding
The Solution — PracticeStacks Client Onboarding
Purpose-built for CA, CS & Tax firms in India.
Branded Client Portal
Clients get a portal with your firm's branding where they upload documents, share credentials, and track their onboarding progress.
Document Checklist
Configure required documents per engagement — PAN, Aadhar, financial statements, board resolutions, GST returns. Clients see what's pending.
Secure Credential Collection
Clients share GST portal, IT portal, and MCA credentials through an encrypted form — not plain-text WhatsApp messages.
Auto-Triggered from Proposals
When a client accepts and signs your proposal, onboarding starts automatically. No manual setup needed.
Progress Tracking
See which clients have completed onboarding, who's pending, and what documents are missing — across your entire firm.
Team Assignment
Assign onboarding to a specific team member. They manage the client relationship end-to-end.
How It Works
Client Accepts Proposal
After e-signing the proposal, the client automatically receives onboarding access via WhatsApp + Email.
Client Uploads Documents
Clients upload PAN, Aadhar, financials, and share portal credentials through your branded portal.
You Start Working
Once all documents are in, your team starts the engagement. No back-and-forth delays.
FAQs about Client Onboarding
Is onboarding automatic after proposal acceptance?
Yes. When a client e-signs your proposal, PracticeStacks automatically creates an onboarding record and sends the client a link to your branded portal.
Is credential sharing secure?
Yes. Credentials are collected through encrypted forms and stored securely. This is far safer than clients sharing passwords over WhatsApp or email.
Can I customize the document checklist?
Yes. You configure which documents are required for each type of engagement. Clients see a clear checklist of what they need to submit.
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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