CA Office Management
Run your CA office like a system, not a set of habits.
Clients, staff, deadlines, documents and billing all need to work together — but most CA offices run on a patchwork of spreadsheets, WhatsApp groups, and institutional memory. PracticeFlow brings all of it into one operating system for your office.
The daily reality
Office operations that depend on memory eventually break.
No single system ties everything together
Client details live in one tool, deadlines in another, staff tasks in chat, and billing in a separate spreadsheet — nothing talks to anything else.
New staff take weeks to get productive
Without documented workflows, onboarding a new team member means shadowing someone else and hoping the knowledge transfers correctly.
You're the single point of failure
If you're unavailable for a day, staff often don't have a clear system to fall back on for what needs doing.
How PracticeFlow helps
One system for the whole office, not just one function.
Disconnected tools
One integrated system
Clients, deadlines, staff tasks, documents and billing live together, so information flows between them automatically.
Slow staff onboarding
Standardised workflows
Recurring work follows the same clear workflow every time, so new staff can follow the system instead of shadowing a colleague.
Owner as single point of failure
Firm-wide visibility for everyone
Every team member with access can see what's assigned, what's due, and what's overdue — the system runs even when you're not watching it.
Disconnected billing
GST billing built in
Raise client invoices directly from the same system tracking their work, instead of reconciling a separate billing tool.
Get started in a day
From spreadsheets to system in three steps.
Set up your firm
Add clients, staff, and the services you offer. PracticeFlow becomes your office's shared source of truth.
Let the system generate the work
Recurring deadlines and tasks are generated and assigned automatically, following consistent workflows.
Run the office from one dashboard
See every client, every staff member's workload, and every deadline from a single screen.
Launch pricing
Pricing that fits a growing practice.
Launch pricing, shown for planning. Waitlist firms will be offered these rates at launch.
Starter
₹999/month
- 1 user, up to 25 clients
- Recurring task engine
- Basic notifications (email)
- GST invoicing
Professional
₹2,499/month
- 5 users, up to 100 clients
- All Starter features
- Client portal
- WhatsApp notifications
- Document management
- Workflow checklists
Firm
₹4,999/month
- 15 users, unlimited clients
- All Professional features
- Priority support
- Dedicated onboarding call
- Custom branding on client portal
Launching soon · No payment now · Founding firms get launch pricing
Questions
Frequently asked questions
Not ready to join the waitlist yet?
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Related to your firm
Ready to run your firm without losing track of a single deadline?
Launching soon — founding firms get early access and launch pricing.