Practice management for CAs, CSs, CMAs & tax consultants

Your Practice. Perfected.

One workspace for clients, compliance deadlines, documents, reviews and billing — so nothing slips through the cracks and your team always knows what's due next.

14-day free trial · No credit card required · India-hosted data

Practice Overview
Week of Nov 12
Active
48
Due this week
12
Completed
134
GST filing — Sharma & Co.
Today
ROC compliance — Meridian Ltd.
Tomorrow
Audit report — Everest Traders
Fri
How it works

Walk through a real engagement.

Click each phase to see the kind of artifact PracZeal produces — checklists, document requests, a statutory calendar, review trail and practice dashboard.

STEP 01 OF 06

Onboard the client

Capture entity details, tax IDs, contacts and services opted. One record powers every engagement, deadline and invoice that follows.

Client master · new record
Legal name
Sharma & Co. LLP
Entity type
LLP
PAN
AAFFS••••G
GSTIN
27AAFFS••••G1Z5
Primary contact
Ritu Sharma — partner
Services opted
GST · TDS · ROC · Audit

Illustrative sample data. Actual filings happen on the respective government portals — PracZeal manages the workflow around them.

Step 01 · Onboard the client

See this on your own practice data.

We'll walk you through onboard the client live, using an example that matches your workflow. Your note is already drafted — just add your details.

Free 30-minute session · No credit card
Why PracZeal

Built for the daily grind of a practice.

Every module solves a problem practicing professionals told us about — refined through real firm workflows.

Client Management

Client data scattered across Excel sheets, WhatsApp threads and inboxes.

One client master holds entities, contacts, services and engagement history — so any team member can answer a client question in seconds.

Compliance Calendar

Statutory due dates tracked manually — and penalties when one slips.

GST, TDS, ROC and income-tax due dates are auto-generated per client and assigned to your team with automated reminders.

Document Vault

Documents arrive as email attachments and vanish into downloads folders.

Clients upload through a secure portal; files are organised per engagement, version-safe and always where you expect them.

Review & Approval

Review churn over email, and no record of who signed off what.

Preparer-to-reviewer routing with sign-offs keeps every filing accountable — nothing goes out without a second pair of eyes.

Billing & Time Tracking

Hours worked but never billed, because tracking is a separate chore.

Track time where the work happens and turn engagements into invoices — so revenue matches the effort you actually spend.

Client Portal

Chasing clients for documents and signatures over WhatsApp.

Clients upload documents, respond to queries and e-sign engagements in one secure place — no chasing required.

Inside PracZeal

See the workspace before you walk through it.

The five modules practices live in every day — clients, compliance, documents, review and billing.

One client master with entities, contacts, services and engagement history — no more scattered spreadsheets.

Clients · 48 active
Sharma & Co. LLP
LLP · GST, TDS, ROC
Active
Meridian Pvt. Ltd.
Pvt Ltd · ROC, Audit
Onboarding
Everest Traders
Partnership · GST, ITR
Active
Nova Exports
Proprietorship · TDS
Review due
Illustrative sample data — your workspace, your clients.
Security & Data Protection

Security your firm can defend to its clients.

Professional practice data deserves professional-grade protection. Here is how PracZeal safeguards it, by default, on every plan.

Hosted in India

ISO 27001-certified data centers within India, so your client data stays onshore.

Encrypted end to end

AES-256 encryption at rest and TLS 1.3 in transit — documents, credentials and audit trails included.

Role-based access

Granular roles and per-client permissions control exactly who sees which client and document.

Full audit logs

Every access and modification is recorded. Partners can see who did what, and when, at any time.

Backups & recovery

Automated backups every 6 hours, retained for 30 days, with a documented disaster-recovery plan.

Strong authentication

Two-factor authentication for every plan. SSO & SAML are available on Enterprise.

A detailed security whitepaper and DPA are available on request during evaluation. See also our Privacy Policy.

About PracZeal

Built by a CA. Designed for every practicing professional.

PracZeal wasn't built by Silicon Valley outsiders. It was forged in the trenches of a real professional practice. As a Chartered Accountant, I experienced the daily friction of managing workflows, tracking deliverables, and organizing client data. We built PracZeal to solve our own problems — and now, we're sharing the solution to make your professional life fundamentally easier.

  • Built from real practice pain points, not theory
  • Designed for CAs, CS, CMAs & tax consultants
  • Refined with feedback from working professionals
"We didn't set out to build software for everyone. We set out to fix the ten things that ate our evenings — deadlines, documents, follow-ups and the rest. PracZeal is that fix, packaged for your practice."
Founder, PracZeal Solutions
Client Portfolio
12 active engagements
On track
Sharma & Associates
Tax filing
85%
Meridian Pvt. Ltd.
ROC compliance
60%
Everest Traders
Audit FY24
40%
28
Tasks this week
6.4h
Saved by automation

Trusted by Practicing Professionals

Chartered Accountants, Company Secretaries, Cost Accountants and Tax Consultants running modern practices on PracZeal.

Mumbai

"PracZeal cut our tax season chaos in half. Client documents, deadlines and reviews all live in one calm dashboard now."

CA Priya Nair

Partner, Nair & Associates

Bengaluru

"Compliance calendars used to be a spreadsheet nightmare. PracZeal auto-tracks every filing due date across all my clients."

CS Arjun Mehta

Company Secretary

Pune

"Onboarding was genuinely one afternoon. We migrated from Tally exports and my team was billing hours by day two."

CA Rohan Deshpande

Founder, Deshpande Advisory

Chennai

"The client portal alone is worth it. No more chasing WhatsApp threads for signed documents or missing invoices."

CMA Sneha Iyer

Cost Accountant

Ahmedabad

"Audit trails, role-based access, and India-hosted data — PracZeal ticks every box our security review threw at it."

CA Vikram Shah

Managing Partner, Shah Kothari LLP

Hyderabad

"I finally have visibility across 40+ ongoing assignments without pinging every associate. Reviews got 3x faster."

Tax Consultant Anjali Rao

Principal Consultant

AES-256

Encryption at rest

TLS 1.3

Encryption in transit

India

Data residency

14-day

Free trial

Simple, Transparent Pricing

Pick a plan that fits your practice today. Scale seats and features as your firm grows.

Prices are per user, per month — one seat for each teammate who logs in.

Starter

For solo practitioners getting organised.

₹1,499/user / month

Billed monthly

  • Up to 50 active clients
  • Compliance calendar & reminders
  • Document vault (10 GB)
  • Client portal with e-sign
  • Email support
Book a Demo
Most Popular

Professional

For growing firms and multi-partner teams.

₹2,999/user / month

Billed monthly

  • Unlimited clients
  • Team roles & assignment workflows
  • Document vault (100 GB)
  • Time tracking & billing
  • Integrations: e-filing, Tally, Gmail
  • Review & approval workflows
  • Priority support
Book a Demo

Enterprise

For established firms with advanced needs.

Custom

Tailored to your firm's needs

  • Everything in Professional
  • SSO & SAML
  • Advanced audit logs
  • Dedicated success manager
  • Custom integrations & API
  • Onboarding & training program
  • 99.9% uptime SLA
Talk to Sales
  • What "per user" means: one seat for each teammate with a login. Add or remove users as your team changes — you're billed only for active seats.
  • Monthly vs annual: annual billing saves 20%, and both options include the same 14-day free trial with no credit card required.
  • Enterprise: custom contracts with invoicing, SSO & SAML, advanced audit logs, a dedicated success manager and custom integrations. Talk to us →

Frequently Asked Questions

Everything partners typically ask us during evaluation. Still unsure? We're one message away.

Onboarding

Security

Workflow

Still have questions? Talk to our team →

Get in touch

Ready to transform your practice?

Get in touch with us to schedule a personalized demo of PracZeal.