One platform for every part of your practice
PracticeSync brings compliance, accounting, payroll, clients, documents and analytics into a single AI-first workspace — replacing Tally, ClearTax, Winman and WhatsApp for Indian CA firms.
Everything your practice runs on, connected
Compliance, accounting, payroll, clients, documents and analytics share one source of truth — so a client's returns, books and paperwork never live in separate tools again.
Every return and every deadline, tracked per client
GST, Income Tax, TDS and MCA — from working papers to the final filing — with a due-date tracker that watches the whole financial year for you.
What's included
- GST returns — GSTR-1 (due the 11th), GSTR-3B (due the 20th) and the GSTR-9 annual return (due 31 December)
- Income Tax — ITR preparation, tax computation and advance-tax scheduling
- TDS returns — quarterly 24Q and 26Q
- MCA filings for companies and LLPs
- Built-in due-date tracking across every client, GSTIN and PAN
- Nothing is auto-submitted — a CA confirms every government filing
Books that are ready for the balance sheet
From daily ledgers to signed year-end statements, structured the way Indian statutory accounts are meant to be.
What's included
- Ledgers and a live trial balance
- Trial-balance import from your existing books
- Schedule III mapping for statutory financial statements
- Fixed-asset register with depreciation
- MSME dues tracker for reporting
- Year-end financial statements
Salary runs with the statutory built in
Run payroll for your clients' teams, generate payslips and keep PF, ESI and TDS on salary in line — with a portal employees can use themselves.
What's included
- Monthly salary runs
- Payslip generation
- Statutory PF, ESI and TDS on salary
- Employee self-service portal
One record for everything about a client
Every entity, relationship and engagement in a single place, with health scoring and a secure portal to collect documents and share updates.
What's included
- One record per client, with all their entities together
- Entity relationships and ownership maps
- Client-health scoring
- Tasks and engagement letters
- Secure client portal for documents and updates
An assistant that already knows your practice
Ask about any client in plain language, pull data straight out of invoices and documents, and let proactive insights surface what needs attention — always reviewed by you before anything is acted on.
What's included
- Chat and ask about any client or engagement
- Auto-extract data from invoices and documents
- Draft client replies and notices
- Proactive insights and deadline reminders
See how the whole firm is doing
Revenue, receivables and deadline load in one executive view — so partners can run the practice, not just the compliance.
What's included
- Firm revenue and billing
- Receivables and collections
- Deadline load across the team
- Executive dashboard for partners
Your clients' data — and your sign-off — protected
PracticeSync is built around how Indian CA firms actually work: sensitive data stays in the country, access is controlled, everything is logged, and no filing ever leaves your hands without your confirmation.
Data hosted in India
Your firm's and your clients' data is stored on infrastructure hosted in India.
Role-based access
Give every team member exactly the access their role needs — and nothing more.
Two-factor authentication
TOTP-based MFA protects every firm sign-in to the platform.
Full audit logs
A complete record of who viewed, edited and filed what, for every client.
Nothing is auto-submitted. Every GST return, income-tax filing, TDS statement and MCA form waits for an explicit confirmation click from a Chartered Accountant before it is sent to any government portal.
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.