02Where it starts
PracticeSync runs alongside Tally and brings compliance, accounting, banking, payroll, clients and documents into one workspace on one ledger — where every return is computed from the books rather than assembled beside them.
The AI-first platform for Indian CA firms
Automation. Compliance. Accounting. Payroll. Intelligence. Run your entire practice on one intelligent platform.
From clients and compliance to accounts and advisory — PracticeSync brings everything together, so you can focus on what truly matters.
- Database in Mumbai
- Nothing filed without your click
- Modules, one connected workspace
- 11+
- Ledger under sales, purchases, banking and payroll
- 1
- Returns the software files for you — you sign every one
- 0
- Compliance domains — GST, ITR, TDS, MCA
- 4
Modules, one connected workspace
Ledger under sales, purchases, banking and payroll
Returns the software files for you — you sign every one
Compliance domains — GST, ITR, TDS, MCA
GSTR-1•GSTR-3B•GSTR-9•GSTR-2B RECONCILIATION•ITR PREPARATION•TDS 24Q•TDS 26Q•MCA & ROC FORMS•ADVANCE TAX•SALES & PURCHASES•BANKING & RECONCILIATION•INVENTORY•PAYROLL, PF & ESI•EMPLOYEE PORTAL•SCHEDULE III•FIXED ASSETS•AI DOCUMENT EXTRACTION•CLIENT PORTAL•WORKFLOW AUTOMATION•TALLY MIGRATION•
03One connected workspace
Not a suite of products that integrate. One system, one ledger, one source of truth — and each part reads what the others wrote.
PracticeSync
Compliance
Every return, computed from the books
GST, income tax, TDS and MCA in one calendar, per client, per GSTIN, per PAN — with the working papers behind each figure.
- GSTR-1, GSTR-3B and the GSTR-9 annual return
- GSTR-2B reconciliation against the purchase register
- ITR preparation against the department's own JSON schemas
- Quarterly 24Q, 26Q and 27Q, with the 2026 Act's renumbered forms handled beside the old ones
04Before and after
What changes when a practice moves onto one platform is the number of places a thing can be.
The old way
Seven tools that have never met.
TallyClearTaxWinmanWhatsAppExcelEmailGov. portalsSticky notes
Compliance in one app, client chats in another, ledgers in a third — and nothing talks to anything else. Every figure is typed at least twice.
With PracticeSync
One spine. Everything hangs off it.
- Clientsevery entity, one recordthen
- Documentskept against each client, read by AIthen
- Booksone ledger, every entry balancedthen
- Compliancereturns computed from those booksthen
- Review & filea CA signs off; you file on the portal
Each step reads what the one before it wrote. The return is computed from the books rather than assembled beside them.
Fewer handoffs
A bill is entered once. The ledger, the GST return, the TDS working and the ageing schedule all read the same row.
Nothing lives in two places
No re-keying between the books and the return, so there is no gap between them to reconcile at the end of the month.
You can see the whole practice
Every client's deadlines, books and documents on one screen, for whoever on the team is allowed to see them.
05The product
Redrawn by hand to show the layout, not screenshots: a label or a figure on one may differ from the live software.
A statement line arrives as a voucher you review, not a row you type.
practicesync.app / clients / vaidehi-textiles / bank
Vaidehi Textiles Private LimitedPrivate Limited27AACCM9910C1ZN84 Healthy
EntriesReconcileRules
To do 173Passed 128Set aside 4
173 to do—128 ready·12 proposed·33 need you
| Date | Bank narration | Entry | Spent | Received | Status | Actions |
|---|---|---|---|---|---|---|
| 02 Sep | NEFT-HDFC0000240-SUNDARAM AUTO COMPONENTS PVT LTD-N240925 | Receipt · Sundaram Auto ComponentsMatched an open invoice for the exact amount | — | ₹4,72,000.00 | Ready | Pass |
| 03 Sep | UPI/DR/526104738201/RELIANCE JIO/YESB/jio@ybl | Payment · Telephone & InternetTrusted rule — NEFT/UPI to RELIANCE JIO | ₹2,360.00 | — | Passed · rule | Undo |
| 04 Sep | RTGS-KKBKR52026090400234-VAIDEHI TEXTILES PVT LTD | Receipt · Vaidehi Textiles Private LimitedMatched two open invoices, ₹11,80,000 together | — | ₹11,80,000.00 | Ready | Pass |
| 05 Sep | ACH-D-GST PMT-27AACCM9910C1ZN-0920 | Payment · needs a ledgerA GST challan — which period is this for? | ₹1,94,780.00 | — | Needs you | Answer |
| 06 Sep | NEFT SHARMA ENTERPRISES-SBIN0001234-N652026090600891 | Payment · Sharma EnterprisesSupplier matched by name; no open bill for this amount | ₹88,500.00 | — | Proposed | Answer |
| 08 Sep | BY CASH DEPOSIT-COSMOS BANK-BRANCH 004 | Contra · Cash in handBetween two of this client's own accounts | — | ₹50,000.00 | Ready | Pass |
A line is a Receipt, a Payment or a Contra — the bank decides which. Click a line to answer it; Pass puts it in the books; Undo takes it back out.
Redrawn by hand, not screenshots, so a label on one may differ from the live software. The client names and figures are illustrative — no real client appears on this page.
06Intelligence, across the practice
One real chain, from the moment a client photographs a purchase bill to the moment the deadline lands on your calendar — and the point at which the software deliberately stops.
- 01UploadA photo of a purchase bill is uploaded against the clientYour team uploads the photo or PDF a client sends, against that client's books — one upload, straight into the reader below.
- 02Document intelligenceIt is read — supplier, GSTIN, lines, rate, taxA photographed bill goes to a vision model; a typed PDF goes to the text one. What comes back is a draft you check, not a figure you type.
- 03TDS engineThe section resolves as the bill is enteredA professional fee is §194J — and because §194J charges on the year's aggregate, the bill that crosses the limit carries the tax for everything before it too.
- 04Posting kernelIt posts once, as a single balanced entryExpense, input tax, TDS withheld and the payable, in integer paise, asserted to balance before the entry is written.
- 05GSTR-2B reconciliationThen the portal file says the supplier has not filed itSo the credit is held back rather than claimed — §16(2)(aa) — and the bill is on the list of suppliers to chase, not the list of documents to find.
- 06Deadlines & notificationsThe team is told, and the date is on the calendarGSTR-1 on the 11th, GSTR-3B on the 20th, per client, per GSTIN — watched for you rather than remembered by you.
And then it stops. Nothing in that chain files anything. PracticeSync computes the return, reconciles it and hands you the GST file to upload or the figures to key in — a Chartered Accountant signs and files it on the government portal, and records it back here. The software never transmits a return, for any tax, ever.
07How filing works
PracticeSync reads your books and computes the return — GSTR-1 and GSTR-3B as the JSON you upload to the GST portal; GSTR-9, the income-tax return, 24Q and 26Q worked out and laid out for you to key into the government's own utilities. You upload and sign on the government portal, then record the ARN here and the period locks. No software files in your name.
0+
Modules, one connected workspace
0
Ledger under sales, purchases, banking and payroll
0
Returns the software files for you — you sign every one
0
Compliance domains — GST, ITR, TDS, MCA
08Security & trust
Six things that are true about how this is built. There are no certification badges on this page, because there are no certifications to show.
Two-factor where the firm is run
TOTP, not an SMS code, is required of Partners and Managers on firm administration, billing, payroll and approvals. Executives and Reviewers are not asked for it today. The client portal and the employee portal are separate principals with their own, narrower access.
Access by role, and by assignment
Partner, Manager, Executive, Reviewer, Client. A Manager or Executive sees the clients they are assigned to — a firm-wide report means their clients, not the firm's.
A ledger that cannot be quietly rewritten
A posted entry that came from a document — an invoice, a bill, a receipt — is never deleted or edited in place; a correction is an append-only reversal. A manual journal can be edited or discarded only while its period is open, and every deletion writes the whole entry and its lines to the audit log in the same transaction.
Database in Mumbai
Your firm's and your clients' records sit in a database in the Mumbai region. The application servers run in Singapore, and the AI features send the text or image of a document to an AI provider outside India. Bank statements are handled as their own retention category under the DPDP Act.
Tenant isolation at two layers
Every row carries the firm it belongs to, filtered in the application and enforced again by row-level security in the database.
AI that proposes, never files
Extraction and insight are drafts a person confirms. No AI key ever reaches the browser — every model call is made server-side.
Nothing leaves your hands on its own. Every GST return, income-tax return, TDS statement and MCA form waits for an explicit confirmation from a Chartered Accountant — and even then, it is that CA who files it on the portal. Not a batch, not a scheduler, not a retry.
Book a demo and we will walk a real client's month end to end — a GST return, a bank reconciliation, a payroll run — and answer the awkward questions about moving across.
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