Is PractEase really free?

Yes. The Free plan is free forever, no trial period, no credit card. You get 2 users, 10 clients, and all core features, task management, recurring compliance, team, clients, time logs and settings. Paid plans (Basic, Plus, Pro) come with a 30-day free trial.

What makes the plans different?

Plans differ by number of users and clients and which advanced modules are included. Free (2 users, 10 clients) covers core task and compliance work. Basic (5 users, 50 clients) adds GST Invoicing and invoice email sending. Plus (15 users, 150 clients) adds GST Reconciliation (GSTR-2B matching) and the white-labelled Client Newsletter. Pro (50 users, 1000 clients) adds the full AI suite, AI Insights and Health Score, AI Chat, the Morning Brief email, AI Document Vault, plus WhatsApp Bulk Notify. Enterprise offers unlimited users and clients, contact us.

Does PractEase work for CS firms as well as CA firms?

Yes. Set your practice type to CA, CS or Other in Settings and the compliance templates and modules adapt. CA firms get GST, TDS, ITR, payroll and audit templates; CS firms get ROC / MCA filings such as MGT-7, AOC-4, DIR-3 KYC, LLP-11 and LLP-8, plus secretarial audit and corporate-law tasks.

What is GST Reconciliation?

GST Reconciliation matches a client's purchase-register input tax credit against their GSTR-2B. Upload the purchase register and the 2B, and PractEase flags every entry as matched, mismatched or missing, then lets you export the result. It is included from the Plus plan upward.

What is the Client Newsletter?

The Client Newsletter is a white-labelled monthly tax and corporate-law digest in your firm's branding. You review and approve the content, then it is emailed to your subscribed clients over your firm's own SMTP. It is included from the Plus plan upward.

Is my client data safe?

Yes. All data is stored on AWS Mumbai (ap-south-1), it never leaves India. We use TLS 1.3 in transit and AES-256 at rest. Row-level database security ensures complete isolation between organisations.

Does it handle GST invoicing correctly?

Yes. PractEase generates compliant TAX INVOICEs with automatic CGST+SGST (intrastate) or IGST (interstate) calculation based on GSTIN state code. It supports LUT/SEZ zero-rated supply and exports GSTR-1 CSV for direct portal upload. Invoicing is included from the Basic plan upward.

Can I migrate from spreadsheets?

Yes. Import clients, tasks and team members in bulk via CSV. Recurring compliance tasks are auto-scheduled. Most firms are fully set up within a day. Our support team can help with migration at no extra cost.

Can I cancel anytime?

Yes, always. No lock-in. Cancel from settings at any time. Your data remains accessible for 30 days after cancellation for export.

What is WhatsApp Bulk Notify?

Send personalised deadline reminders to multiple clients via WhatsApp simultaneously. Messages auto-insert client name and task details. Filter to overdue clients only. Integrates with AiSensy for large-scale automation. Available on the Pro plan.

Are the prices shown including GST?

No. All prices shown on the website are base rates. GST (18%) is applicable and will be charged in addition. So ₹699/month base becomes ₹824.82/month after GST.

PractEase, Practice Management for CA & CS Firms in India

Why PractEase

Built for Indian CA & CS firms.
Not adapted for them.

International tools don't understand GSTIN, CGST vs IGST, ROC and MCA filings, Indian compliance calendars, or the way a 10-person CA or CS firm actually operates. PractEase does.

🇮🇳

Built for

India, by Indians

🇮🇳

India-native compliance

GST (CGST/SGST and IGST), income tax and TDS for CA work, plus ROC and MCA filings, MGT-7, AOC-4, DIR-3 KYC and the LLP returns, for CS work. Built-in Indian compliance calendar with 22+ return types, automatic GSTIN state detection, LUT/SEZ zero-rating, and GSTR-1 export. No third-party add-ons required.

💰

Priced for India

Plans start at ₹699/month, billed per firm, not per user. A free plan is available for solo practitioners, and the Pro plan at ₹1,999/month covers up to 50 users. Need more? Talk to us about Enterprise.

🔒

Data stays in India

Hosted on AWS Mumbai (ap-south-1). Data is encrypted with TLS 1.3 in transit and AES-256 at rest. Row-level security ensures complete data isolation between organisations. SOC 2 Type 2 infrastructure. All client financial data remains within Indian servers.

The Platform

Everything your firm needs.
Nothing it doesn't.

Connected modules designed around how Indian practices actually work. Tasks create invoices. Compliance creates tasks. Time logs feed billing. All integrated.

Module 01

Task Management

A structured 6-stage workflow built specifically for CA work. Every task is assigned to a staff member, given a deadline, and tracked through to completion. Overdue alerts fire automatically. Managers see everything across all clients at once, no more chasing people over WhatsApp.

6-stage workflow Staff assignment Deadline tracking Overdue alerts Manager overview Task → Invoice

Active tasks • All clients

Mehta Exports, GSTR-1

In Progress • Due Apr 11 • Priya K.

In Progress

TechnoSoft, ITR Filing

Awaiting Client • Due Apr 15 • Rahul M.

Awaiting Client

Krishna Industries, TDS Q4

Pending Review • Due Apr 20 • Sneha R.

Pending Review

Sunrise Traders, ROC Filing

Invoice Pending • Completed Apr 8 • Priya K.

Invoice Pending

Apex Solutions, GST Audit

Complete • Invoice raised • Rahul M.

Complete

Module 02

Recurring Compliance

Compliance auto-scheduled for every client across GST, ITR, TDS, ROC and statutory audit. Mark a task complete, the next period's task creates itself automatically. PractEase knows the Indian compliance calendar and ensures nothing is ever missed.

GSTR-1 & 3B ITR (all types) TDS quarterly ROC filings Statutory audit Auto-next-period

Compliance calendar • April

Apr 11

GSTR-1

Monthly filers

18 clients

Apr 15

TDS Return

Q4 FY 2024-25

8 clients

Apr 20

GSTR-3B

Monthly filers

18 clients

Jul 31

ITR Filing

Individuals

Auto-created ✓

🔄

Auto-recurring enabled

Next period creates automatically on completion

Module 03

GST Invoicing

Generate compliant TAX INVOICEs directly from completed tasks. PractEase auto-detects whether to apply CGST+SGST (intrastate) or IGST (interstate) based on the client's GSTIN state code. Supports LUT/SEZ zero-rated supply and exports GSTR-1 CSV for direct upload to the GST portal.

CGST + SGST IGST auto-detect LUT / SEZ GSTR-1 CSV Task → Invoice GSTIN validation

TAX INVOICE

PE/2025-26/0142

Billed by

Sharma & Associates

GSTIN: 32ABCDE1234F1Z5

Ernakulam, Kerala

Billed to

Mehta Exports Pvt Ltd

GSTIN: 27AAAPM0245M1ZD

Mumbai, Maharashtra

Service

SAC

Amount

GSTR-1 Filing, Mar 2025

998231

₹5,000

Subtotal ₹5,000.00

IGST 18% Interstate ✓ ₹900.00

Total ₹5,900.00

⏱

Module 04

Time Tracking

Live timer and manual entry per task and client. See hours vs retainer across the firm. Team workload distribution at a glance. Know exactly where every billable hour goes.

Today

4h 22m

73% of 6h retainer

🏢

Module 05

Client Management

Complete client records with GSTIN, PAN, CIN, all services, fee type, retainer amount, full task history, time logs, and invoice history in a single, searchable place.

GSTIN + PAN + CIN Services Retainer Task history Invoice log

💬

Module 06

WhatsApp Bulk Notify

Send personalised deadline reminders to many clients at once. Auto-inserts client name, task name, and due date. Filter to overdue clients only. AiSensy integration for full automation.

📷 Preview

Hi Mehta Exports, your GSTR-1 for Mar 2025 is due on 11 Apr. Kindly share the documents.

Module 07

AI Insights

A daily health score for your entire practice. Surfaces specific names, tasks and rupee values, not vague alerts. Identifies overdue risk, workload imbalance and unbilled invoice opportunities. Backed by a Morning Brief that emails your priorities each day, an AI Chat that answers questions about your practice in plain language, and AI-powered document extraction in the Document Vault.

Health Score 0–100 Named overdue risk Workload imbalance Invoice opportunities Morning Brief AI Chat

Practice Health Score Updated daily

Fair, 3 items need attention

⚠️

Mehta Exports, ITR Filing

3 days overdue • Assigned: Priya K.

Overdue

₹

Invoice opportunity, 4 tasks

₹22,400 completed but not invoiced

Act now

Data Security

Your clients' data is
sacred to us.

Your clients trust you with their most sensitive financial information. You trust us with it. We take that responsibility seriously, with enterprise-grade security on every account, including free plans.

🌐

AWS Mumbai, India data residency

All data stored on AWS ap-south-1 (Mumbai). Your clients' data never leaves Indian servers, ever.

🔐

TLS 1.3 + AES-256 encryption

TLS 1.3 in transit, AES-256 at rest. Industry-standard encryption on every byte of your data.

🏗

Row-level organisation isolation

Database-level row security means no user can ever access another firm's data, even in the event of an application bug.

✅

SOC 2 Type 2 certified infrastructure

Our infrastructure (Supabase/AWS) is SOC 2 Type 2 certified. Daily automated backups with point-in-time recovery.

💳

Payments via Razorpay

Card details never touch our servers. All payments processed by Razorpay, India's leading payment gateway.

Encryption

AES-256 at rest

TLS 1.3 in transit

🏊

Infrastructure

SOC 2 Type 2

Pricing

Simple, honest pricing.
No surprises.

Plans differ by number of users and which advanced modules are included. Every paid plan comes with a 30-day free trial. All prices shown are base, plus GST as applicable.

Free

₹0

/month • forever

Up to 2 users • 10 clients

Core practice management forever. No credit card, no time limit.

✓6-stage task workflow
✓Recurring compliance tasks
✓Client management
✓Time tracking
–AI Insights
–GST Invoicing
–WhatsApp Bulk Notify

Basic

₹699

/month + GST

Up to 5 users • 50 clients

For growing firms. Adds GST Invoicing on top of everything in Free.

✓6-stage task workflow
✓Recurring compliance tasks
✓Client management
✓Time tracking
✓GST Invoicing
✓Invoice email sending
–GST Reconciliation
–Client Newsletter

Run your firm.
Not your inbox.

Built for Indian CA & CS firms.
Not adapted for them.

India-native compliance

Priced for India

Data stays in India

Everything your firm needs.
Nothing it doesn't.

Task Management

Recurring Compliance

GST Invoicing

Time Tracking

Client Management

WhatsApp Bulk Notify

AI Insights

Your clients' data is
sacred to us.

Simple, honest pricing.
No surprises.

Common
questions.

Ready to run your practice
the right way?

Run your firm.Not your inbox.

Built for Indian CA & CS firms.Not adapted for them.

India-native compliance

Priced for India

Data stays in India

Everything your firm needs.Nothing it doesn't.

Task Management

Recurring Compliance

GST Invoicing

Time Tracking

Client Management

WhatsApp Bulk Notify

AI Insights

Your clients' data issacred to us.

Simple, honest pricing.No surprises.

Commonquestions.

Ready to run your practicethe right way?

Create your account

Run your firm.
Not your inbox.

Built for Indian CA & CS firms.
Not adapted for them.

Everything your firm needs.
Nothing it doesn't.

Your clients' data is
sacred to us.

Simple, honest pricing.
No surprises.

Common
questions.

Ready to run your practice
the right way?