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.
Purpose-built for CA, CS & Tax firms in India.
Clients get a portal with your firm's branding where they upload documents, share credentials, and track their onboarding progress.
Configure required documents per engagement — PAN, Aadhar, financial statements, board resolutions, GST returns. Clients see what's pending.
Clients share GST portal, IT portal, and MCA credentials through an encrypted form — not plain-text WhatsApp messages.
When a client accepts and signs your proposal, onboarding starts automatically. No manual setup needed.
See which clients have completed onboarding, who's pending, and what documents are missing — across your entire firm.
Assign onboarding to a specific team member. They manage the client relationship end-to-end.
After e-signing the proposal, the client automatically receives onboarding access via WhatsApp + Email.
Clients upload PAN, Aadhar, financials, and share portal credentials through your branded portal.
Once all documents are in, your team starts the engagement. No back-and-forth delays.
Yes. When a client e-signs your proposal, PracticeStacks automatically creates an onboarding record and sends the client a link to your branded portal.
Yes. Credentials are collected through encrypted forms and stored securely. This is far safer than clients sharing passwords over WhatsApp or email.
Yes. You configure which documents are required for each type of engagement. Clients see a clear checklist of what they need to submit.
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."
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."
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."
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."
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."
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."
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."
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."
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."
Chartered Accountant, Agrawal & Associates
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