Practive: CA Office Management Live

✓ Advanced Dashboard: Practive has an intelligent dashboard exclusively to your needs, allowing you to conveniently view and manage tasks, customers, employees, attendance, billing, performance, and other related aspects. ✓ Task Management: Effortlessly create tasks and allocate them to your team, while conveniently keeping track and monitoring progress using features such as comments, time tracking, task status, tag, task documents, and additional tools. ✓ Client Management: Manage your clients using advanced management tools that provide access to information such as client details, tag, task history, availed services, ledger, password management, auto-invoicing, group and document. ✓ Setting: Practive offers a wide range of settings, including tags, custom client fields, portal lists, services, user management, user roles, billing settings, notification preferences, automated notifications, client groups, attendance tracking, holiday management, document storage, website integration, communication tools, and much more. ✓ Communication: Automatically notify your clients via SMS, email, or WhatsApp for various purposes, including return document requests, payment reminders, invoice and receipt notifications, birthday wishes, and more. ✓ Automation: Create automated tasks and invoices, and effortlessly send automated notifications via SMS, WhatsApp, and email ✓ To-Do: Create and manage to-do lists and assign them to your team members, while setting specific frequencies and due dates. ✓ Documents Management: Systematically upload client documents and task-related documents for easy organization and accessibility. ✓ User Management: Manage your team in Practive software by adding or removing users and assigning specific roles and designations to each user. ✓ User Access: Control your dashboard usage by assigning specific roles and restrictions to team members, ensuring they only have access to relevant data and maintaining control over who can access your dashboard. ✓ Billing: Create and manage your invoices, receipts, expenses, and client ledger with ease, and you can also generate automated invoices. ✓ Reports: There are many reports you can generate or download like Clients Report, Tasks Report, Services Report, Employees Report, Invoices Report, Receipts Report, Expenses Report, Attendance Report, Unbilled Tasks Report, and Client Outstanding Payment Report. ✓ Attendance: Mark the attendance of your staff with their in-out time. It is very simple, you just click on the day of the calendar and select the time of in-out or mark absent. ✓ Get a website: A website will be built for you where your clients can access their return data by logging in through OTP. ✓ Essential features: There are many important features like Search, Bulk action, Filter, Sort, Print, Download, and more. ✓ WhatsApp API: Send automatic WhatsApp messages to your client through WhatsApp API. ✓ Payment Reminder: Send automatic payment reminder SMS, WhatsApp and Email to your clients.