Practive

Generate tasks with basic details and assign them to team members. Set task frequency and automate creation.

Add notes and comments to tasks for team communication.

Track time spent on each task.

Update task status (pending, in progress, completed) and manage time logs.

Create sub-tasks within a task (e.g., GSTR-3B task with sales details sub-task).

Upload and download task-related documents and those uploaded by clients.

Track task activity with details like time and assigned members.

Add and manage client profiles with contact information, GSTIN, PAN, and firm details.

Manage recurring services, availed services, and auto-billing.

Group clients by connections (same company, family members).

Upload client data from Excel or CSV files.

Add additional client information with custom fields.

Send automated notifications (SMS, Email, WhatsApp) for document returns, payment reminders, invoices, receipts, birthday wishes, and more.

Assign priority labels (urgent, important) to clients and tasks.

Add, remove, and manage users with roles and designations.

Assign roles and restrict access to specific data within the dashboard for team members.

Add or edit services with features like enabling/disabling, recurring settings, SAC code, price, GST percentage, and team assignment.

Add service milestones to track progress and include custom fields for additional details.

Track document status (received, given, returnable) with details like date, client, location, and remarks.

Manage client DSC (Digital Signature Certificate) inventory, including creating and updating renewal tasks (automatic and manual) with reminder notifications.

Create document requests for clients, allowing them to securely upload documents via OTP login to your website. Access uploaded documents within Practive software.

Create invoices with multiple billing entities (logos, addresses, GSTINs, invoice number series, contact details). Set a default billing entity for streamlined invoicing.

Generate invoices with a few clicks by selecting the billing entity, invoice date, number, payment terms, client name, and services.

View, edit, print, cancel, and download invoices from the invoice list.

View, print, and download client ledgers for a chosen timeframe.

Submit expenses with date, expense type, payment mode, amount, note, and file attachment. Assign expenses to clients if applicable.

Practive can build a website for your firm where clients can access return data by logging in with a one-time password (OTP).

Staff can mark their attendance with in-out times by clicking on a calendar date and selecting the time.

Access various reports to analyze your practice's performance, including: Clients, Tasks, Services, Employees, Invoices, Receipts, Expenses, Attendance, Unbilled Tasks, Client Outstanding Payments