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.
Purpose-built for CA, CS & Tax firms in India.
CA, CS, and Tax-specific proposal templates with your firm's branding. Customize services, pricing, and terms in minutes — not hours.
Automated reminders on WhatsApp and Email until the client responds. No more manual chasing — proposals don't get lost in inboxes.
Clients accept and sign proposals digitally via OTP. Full audit trail with timestamps, IP address, and viewing history.
See every proposal from draft to signed in one view. Track total value, conversion rate, and team performance at a glance.
Create reusable service packages with fixed, hourly, or subscription pricing. Add services to proposals with a click.
Clients view and accept proposals on your own branded portal. Every touchpoint looks professional with your firm's identity.
Pick a template, select services, customize pricing and terms. Generate a professional proposal in under 5 minutes.
Share via WhatsApp or Email. PracticeStacks sends automated reminders until the client responds — you focus on billable work.
Client reviews, accepts via OTP, and e-signs. Automatically triggers onboarding — collect documents and credentials digitally.
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.
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.
Yes. Clients verify via OTP and sign digitally. The signature, timestamp, and IP are recorded for a complete audit trail.
Yes. Proposals, follow-up reminders, and notifications are sent via WhatsApp (using the official API) alongside Email for maximum client response.
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
Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.