Practive

Additional features

Create and automate tasks

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

Add comments and notes

Add notes and comments to tasks for team communication.

Time tracking

Track time spent on each task.

Update task status and manage time logs

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

Add To-Do

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

Documents

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

Task history

Track task activity with details like time and assigned members.

Add or edit clients

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

Auto-manage clients

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

Client groups

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

Import client data

Upload client data from Excel or CSV files.

Customizable client fields

Add additional client information with custom fields.

Client communication

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

Tag management

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

Manage team members

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

User access control

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

Create and edit services

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

Service checklist and custom fields

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

Document in-out register

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

DSC management

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

Client document upload

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

Multi-billing entity

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

Create professional invoices

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

Manage invoices

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

Client ledger management

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

Expense management

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

Get a website

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

Track employee attendance

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

Generate reports

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