Client Portal
Let clients check their own status, instead of calling you.
"Has my GST return been filed?" is one of the most repeated questions a CA office answers. A client portal lets every client see their filing status and upload documents themselves — cutting down interruptions without cutting down service.
The daily reality
Without a portal, every status update is a phone call or a chat message.
Repetitive status calls interrupt real work
The same "is it done yet" question, asked by a different client every day, breaks your team's focus on the work that actually needs doing.
Documents arrive with no organised place to go
Clients send documents over WhatsApp, email, or courier, with no consistent system for tracking what's been received and what's outstanding.
Clients feel out of the loop
Without visibility into their own filing status, clients default to checking in — often more than necessary.
How PracticeFlow helps
A portal that reduces interruptions and builds client trust.
Repeated status questions
Live filing status for clients
Every client logs into their own portal and sees exactly where their filings stand — no call to your office required.
Documents scattered across channels
Document upload & tracking
Clients upload documents directly into their portal, tied to the right filing, so nothing gets lost in an inbox.
Clients feeling uninformed
Automatic notifications
Clients are notified automatically as their filing status changes or when a document is needed — without your team sending individual updates.
No professional client-facing presence
Branded client experience
Clients interact with a clean, professional portal that reflects well on your firm, not a chain of ad-hoc messages.
Get started in a day
From spreadsheets to system in three steps.
Add your clients
Each client gets their own portal login as part of onboarding.
Work happens in PracticeFlow as usual
As your team updates tasks and filings, the client's portal reflects it automatically.
Clients check status themselves
Clients log in whenever they want an update, instead of calling or messaging your office.
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?
Get compliance updates and product news in your inbox — no spam, unsubscribe anytime.
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.