PPracticeSync
AI-first practice management for Indian CAs

Run your entire practice from one platform

PracticeSync replaces Tally, ClearTax, Winman and WhatsApp with a single AI-first workspace — compliance, accounting, payroll, clients and documents, all in one place.

No credit card needed Data hosted in India Set up in a day

Compliance calendar

Upcoming deadlines

GSTR-3B — July20 Aug
GSTR-1 — July11 Aug
TDS 26Q — Q131 Jul
Advance tax — Q215 Sep

AI insight: 3 clients have GSTR-1 vs 3B mismatches to review before filing.

One platform instead of five

TallyClearTaxWinmanWhatsAppExcel sheetsPracticeSync
Why PracticeSync

Everything a modern CA firm needs, working together

No more juggling tools, spreadsheets and WhatsApp groups. One source of truth for your clients, your compliance and your team.

All compliance in one place

GST, Income Tax, TDS and MCA — deadlines, working papers and filings tracked together, per client, all financial year long.

AI does the busywork

Auto-extract invoices, draft client replies, surface mismatches and never miss a due date — powered by AI, checked by you.

You always stay in control

Nothing is ever filed to a government portal automatically. Every submission waits for an explicit click from a CA.

Built for India

GSTIN and PAN validation, FY April–March, advance-tax dates and Schedule III — the rules of Indian practice, baked in.

The platform

Six modules. One workspace.

Each part of your practice, connected — so a client's compliance, books, payroll and documents all live in the same place.

Compliance

GSTR-1 & 3B, ITR, TDS returns (24Q/26Q) and MCA filings with built-in due-date tracking.

Accounting

Ledgers, trial balance, Schedule III mapping, fixed assets and year-end financial statements.

Payroll

Salary runs, payslips and statutory PF/ESI/TDS — with employee self-service.

Clients & CRM

A single record per client — entities, relationships, health, tasks and a secure portal.

AI Assistant

Ask about any client, draft notices and reminders, and get proactive practice insights.

Practice analytics

Revenue, receivables, deadlines and client-health dashboards for the whole firm.

Control & trust

Nothing is filed without your click

AI prepares the working papers and flags what needs attention — but the CA always makes the final call. No return, no challan and no MCA form is ever submitted to a government portal automatically.

  • Explicit CA confirmation on every government submission
  • Full audit log of who reviewed and filed what
  • Role-based access, MFA and data hosted in India

GSTR-3B ready to file

Reviewed by CA · awaiting confirmation

Tax payable

₹ 2,48,600

Confirm & fileReview

You click. We never auto-submit.

5-in-1

Tools replaced by one platform

GST · ITR · TDS · MCA

Compliance covered end-to-end

100%

Filings reviewed by a CA before submit

1 login

For your whole practice

“We shut down four subscriptions and a dozen spreadsheets. My team finally sees every client's deadlines, books and documents in one screen — and the AI catches mismatches before we file.”
RA

CA Rohan Agarwal

Partner · Agarwal & Co., Bengaluru

Bring your whole practice into one place

Start a free trial today, or talk to us about moving your firm across from Tally, ClearTax or Winman.

Already using PracticeSync? Log in here