Compliance is only half the job. The other half is knowing which work is with whom, what is stuck, what has been billed and what has not.
Practice Management gives the partner a single view of the firm's workload, and gives each team member a clear list of what is theirs today.
What it helps with
- Jobs assigned to people, with owners and timelines
- Engagement-wise progress visible to the partner at any time
- Billing and recovery status alongside the work itself
- Simple team workload view instead of daily status calls
At a glance
- Module
- Practice Management
- Best suited to
- Practices with 3 to 50 people who want visibility without adding admin work.
- Availability
- Available now
- Pricing
- To be announced
Available now. Pricing announced shortly.
Works alongside
Compliance Management
A single tracker for the statutory calendar across your whole client list — what is filed, what is pending, and what is at risk this week.
Learn more →Client Notes Portal
A shared, permanent space for client queries, clarifications and supporting documents — so answers stay attached to the client, not to a staff member's phone.
Learn more →AI Bookkeeping, Accounting & Reconciliation
An AI agent trained on Indian accounting that posts entries directly into Tally, Zoho Books or Excel and reconciles as it goes — your team reviews instead of typing.
Learn more →See it on your own client list
A short walkthrough on your data, not a generic demo. We will show you exactly what changes in your week.