PracticeSync brings compliance, accounting, payroll, clients, documents and analytics into a single AI-first workspace on one ledger, and runs alongside Tally for Indian CA firms.
Compliance, accounting, sales and purchases, banking, inventory, payroll, clients, documents and analytics share one ledger and one source of truth — so a client's returns, books and paperwork never live in separate tools again.
Every return computed from the books, and every deadline tracked
GST, Income Tax, TDS and MCA — from working papers to a prepared return — 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), computed from your ledgers
- GSTR-2B reconciliation — which bills your supplier has not filed, and how much input credit to hold back
- Income Tax — ITR preparation against the department's own JSON schemas, tax computation and advance-tax scheduling
- TDS — quarterly 24Q, 26Q and 27Q statements, with the 2026 Act's renumbered forms handled alongside the old ones
- MCA and ROC forms for companies and LLPs, dated from the AGM
- Built-in due-date tracking across every client, GSTIN and PAN
- You file and sign on the portal, then record the ARN here — and the period locks
Books that are ready for the balance sheet
A double-entry general ledger where every posting balances and nothing posted can be quietly rewritten — through 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, with both ageing notes
- Fixed-asset register with Schedule II depreciation
- MSME dues tracker, for the §43B(h) disclosure
- Corrections to posted documents are append-only reversals, so the audit trail always foots
The documents the returns are made of
Raise invoices, record bills and issue credit and debit notes — with GST computed per line, in integer paise, so the books and the return agree by construction rather than by reconciliation.
What's included
- Sales invoices with per-line GST and §15(3)(a) invoice discounts
- Purchase bills, with TDS resolved by section as you enter them
- Credit and debit notes under §34
- E-invoice IRN and e-way bill records, prepared for the IRP
- Customer and supplier masters, with GSTIN checked to its check digit
A bank statement becomes a voucher, not a spreadsheet
Upload a statement and every line arrives with a proposed entry already on it — Receipt, Payment or Contra, decided by direction. You review a page of them at a time and pass the ones that are right.
What's included
- CSV and XLSX statement import, parsed and normalised on the server
- A drafted voucher on every line, graded ready or proposed with a reason
- Pass the ready ones in bulk — chunked and resumable
- Rules you can mark trusted, so recurring lines post themselves
- Bank book and reconciliation per account
Stock that ties back to the control account
Item-wise movements that post to the ledger as they happen, so closing stock as at any date is a figure you can stand behind rather than one you assemble at year end.
What's included
- Item master with a movement ledger
- Closing stock as at any date, summed from the movements themselves
- Every movement posts its own journal, so the Inventory control account agrees
Salary runs with the statutory built in — and a portal your client's staff use themselves
Run payroll for your clients' teams, generate payslips and keep PF, ESI and TDS on salary in line. Employees get their own secure login for payslips, leave and their tax declaration, so nobody emails HR for a salary slip again.
What's included
- Monthly salary runs and payslip generation
- EPF on the Code on Social Security wage base, ESI, and §192 TDS on salary
- Employee portal — payslips, leave balance, the tax declaration and a projection of the tax to be deducted
- Form 12BB tax declarations filed by the employee, not retyped by you
- Full-and-final settlement, gratuity and leave encashment
- Where a state's professional tax or LWF is not modelled, the run says so instead of deducting nothing silently
One record for everything about a client
Every entity, relationship and engagement in a single place, with health scoring and a secure portal to share documents and updates with your client.
What's included
- One record per client, with all their entities together
- Entity relationships and ownership maps
- Client-health scoring and lifecycle tracking
- Tasks and engagement letters, signed by the client on a link
- Secure client portal — the documents you share, what you have asked for, and messages
An assistant for the work in front of you
Ask what is outstanding across your clients 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 about what is outstanding across your clients and engagements
- Auto-extract data from invoices and bills — typed PDFs and photographed ones
- Draft client replies and notices
- Proactive insights and deadline reminders
The routine work of a practice, running itself
Templates that fire on a trigger and walk a job through its steps, with approvals where a human has to look. The parts of the month that are the same every month stop needing somebody to remember them.
What's included
- Workflow templates with triggers, and a record of every run
- Approval steps routed by role
- Task templates for recurring engagements
- Deadline reminders and team notifications
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, collections and time recorded
- Deadline load and work allocation across the team
- Executive dashboard for partners
Bring your customers and suppliers across
A staged import that parses, validates and shows you a preview before anything is written — and rolls the whole batch back if the preview is wrong. It writes customer and vendor masters today.
What's included
- Customer and vendor masters, written from a Tally XML export
- Ledgers, journals and opening balances are read and checked but not yet written — you enter those through the chart of accounts, a journal or the opening-balance screens
- Parse → validate → preview → import, with the preview before the write
- Roll a completed batch back if it went in wrong
PracticeSync is built around how Indian CA firms actually work: the database is in Mumbai, access is by role and by client assignment, every change to a client, invoice, bill, receipt or ledger entry is written to an audit log, and no filing ever leaves your hands without your confirmation.
Database in Mumbai
Your firm's and your clients' records are stored 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.
Role-based access
Give every team member exactly the access their role needs — and nothing more.
Two-factor authentication
TOTP-based MFA is required of Partners and Managers on firm administration, billing, payroll and approvals. Executives and Reviewers are not asked for it today.
Audit log of changes
A record of who created, changed and deleted what, for every client. It records changes, not who looked at a screen.
Nothing leaves your hands on its own. PracticeSync computes the GST return, the income-tax return, the TDS statement and the MCA form from your books and hands you a file that is ready to go. A Chartered Accountant uploads and signs it on the government portal — and then records it here, which is what locks the period. No return is ever transmitted by the software.
Book a demo and we'll walk a real client's month end to end.