Team Management & Permissions for CA Firms —Access That Matches the Role
An article clerk should not see firm revenue, and a partner should not hunt for who is handling which client. PracticeStacks gives every team member module-level access you control, plus one view of their clients, their open work and their workload.
Updated July 2026
The Problem — Why Firms Struggle with Team Management & Permissions
The Solution — PracticeStacks Team Management & Permissions
Purpose-built for CA, CS & Tax firms in India.
Module-Level Permissions
Grant access module by module — leads, compliance, proposals, invoices, notices, reimbursements, tasks, emails and more. Each person sees only what their role needs.
Departments
Organize the team into departments — audit, GST, ROC, direct tax — so assignment and reporting follow how your firm is actually structured.
Employees Are Free
Employee seats cost nothing and are unlimited. Only administrator seats are billed, so bringing your whole team on does not raise your bill.
One View Per Member
Open any team member to see their assigned clients, their open tasks and their workload — without asking them for a status update.
Explicit Ownership
Clients, compliance items, tasks and notices all carry an assignee, so responsibility is on the record rather than in someone's memory.
Access You Can Revoke
Change or remove a person's module access at any time. When someone leaves, their access goes with a single change instead of a shared password reset.
How It Works
Add Your Team
Invite each member, set their role, and place them in the right department. Employees are free and unlimited.
Grant Module Access
Tick the modules each person needs. Everything else stays hidden from them — including firm-wide revenue and billing.
Assign and Track
Assign clients, tasks and compliance work, then open any member to see what they own and how loaded they are.
FAQs about Team Management & Permissions
Do I pay for every team member?
No. Employee seats are free and unlimited — only administrator seats count against your plan. You can bring your entire team on without increasing your bill.
Can I stop staff from seeing firm revenue?
Yes. Access is granted module by module, so a team member without the invoicing, reports or firm operations modules never sees revenue, billing or profitability data.
What is the difference between an employee and an administrator?
Administrators have full access to every module and count against your paid seats. Employees are free, and you choose exactly which modules each one can open.
What happens when someone leaves the firm?
Remove their access in one place. Because everyone has their own login rather than a shared one, nothing else needs to change for the rest of the team.
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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