Proposal Management Software for CA, CS & Tax Firms —Close More Clients, Faster
Stop creating proposals in Word. PracticeStacks gives your firm branded proposal templates, automated follow-ups on WhatsApp + Email, e-signatures, and a live revenue pipeline — so you win more clients without the manual work.
Updated July 2026
The Problem — Why Firms Struggle with Proposal Management
The Solution — PracticeStacks Proposal Management
Purpose-built for CA, CS & Tax firms in India.
Ready-Made Templates
CA, CS, and Tax-specific proposal templates with your firm's branding. Customize services, pricing, and terms in minutes — not hours.
WhatsApp + Email Follow-ups
Automated reminders on WhatsApp and Email until the client responds. No more manual chasing — proposals don't get lost in inboxes.
E-Signatures with Audit Trail
Clients accept and sign proposals digitally via OTP. Full audit trail with timestamps, IP address, and viewing history.
Revenue Pipeline Dashboard
See every proposal from draft to signed in one view. Track total value, conversion rate, and team performance at a glance.
Service & Package Pricing
Create reusable service packages with fixed, hourly, or subscription pricing. Add services to proposals with a click.
White-Label Client Portal
Clients view and accept proposals on your own branded portal. Every touchpoint looks professional with your firm's identity.
How It Works
Create Proposal
Pick a template, select services, customize pricing and terms. Generate a professional proposal in under 5 minutes.
Send & Auto-Follow Up
Share via WhatsApp or Email. PracticeStacks sends automated reminders until the client responds — you focus on billable work.
Close & Onboard
Client reviews, accepts via OTP, and e-signs. Automatically triggers onboarding — collect documents and credentials digitally.
FAQs about Proposal Management
Can I create proposals for any type of service?
Yes. PracticeStacks supports any service a CA, CS, or Tax firm offers — audit, GST filing, company registration, advisory, and more. You create your own service catalog with custom pricing.
How do automated follow-ups work?
After sending a proposal, PracticeStacks automatically sends WhatsApp messages and emails to the client at intervals you configure. Follow-ups stop once the client accepts or you pause them.
Can clients e-sign proposals?
Yes. Clients verify via OTP and sign digitally. The signature, timestamp, and IP are recorded for a complete audit trail.
Does it integrate with WhatsApp?
Yes. Proposals, follow-up reminders, and notifications are sent via WhatsApp (using the official API) alongside Email for maximum client response.
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
Stop Losing Clients to Slow Proposals.
Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.