Email Sync for CA, CS & Tax Firms —Client Mail Where the Client Lives
Client email is the real filing system in most firms, and it lives in inboxes only one person can see. PracticeStacks connects your mailboxes, links each thread to the client record, reads details out of attachments and files future mail from the same sender automatically.
Updated July 2026
The Problem — Why Firms Struggle with Email Sync
The Solution — PracticeStacks Email Sync
Purpose-built for CA, CS & Tax firms in India.
Connect Any Mailbox
Add mailboxes over IMAP/SMTP — Gmail, your firm domain, Hostinger and similar — or connect Outlook and Microsoft 365 with OAuth. Multiple accounts per firm, credentials stored encrypted.
Mail Linked to the Client
Link a thread to a business and it appears on that client's record. Anyone with access sees the full history instead of asking whoever owns the inbox.
Sender Rules
After you link the same sender by hand a few times, save it as a rule. Future mail from that address files itself against the right client.
Attachment Field Scanning
Attachments are scanned for PAN, GSTIN, TAN and similar identifiers so details are picked up from the document instead of retyped.
Create a Client from an Email
A prospect emails in — create the business record directly from that thread, with the mail already attached to it.
Compose and Bulk Send
Reply, compose and send bulk updates from inside PracticeStacks using your own mailbox, so replies come back to the address clients already know.
How It Works
Connect Your Mailboxes
Add each firm mailbox over IMAP/SMTP or connect Outlook with OAuth. Folders sync in the background and credentials are stored encrypted.
Link Mail to Clients
Attach a thread to a client, or create the client straight from the email. Save a sender rule and everything after that files itself.
Work From One Place
Read, reply, scan attachments and send bulk updates without leaving PracticeStacks — with the whole team seeing the same history.
FAQs about Email Sync
Which email providers are supported?
Any mailbox that speaks IMAP and SMTP — Gmail, your firm's own domain, Hostinger and similar — plus Outlook and Microsoft 365 through OAuth sign-in.
Are my mailbox credentials safe?
Yes. IMAP and SMTP passwords are encrypted before storage, and Outlook connections use OAuth tokens rather than a password at all.
Does every email get pulled into PracticeStacks?
You choose which mailboxes to connect and which threads to link to clients. Sender rules let you automate the linking for addresses you handle repeatedly.
Can I send email from PracticeStacks?
Yes. Compose, reply and bulk-send through your own connected mailbox, so the client sees your firm's address and replies land back in the same place.
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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