Built for Indian CA, CS, CMA & accounting firms

Your practice. Organized. Automated. Under control.

From client profiles to task tracking, documents, time sheets, team access and reports — everything stays organised, visible and under control in one workspace.

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Good morning, Priya 👋

Here's what's happening in your practice today.

3P

Active Clients

128

+12 this month

Tasks Due

24

Due this week

Billable Hours

36.4

This week

Overdue Tasks

7

Needs attention

My Tasks

View all
Prepare GST return – MayKrypton SolutionsMay 20
Review Audit PlanVertex IndustriesMay 21
Client MeetingNova RetailMay 22
Bank ReconciliationBluePeak VenturesMay 23

Recent Documents

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Audit Report – FY 23-24.pdfKrypton Solutions2h ago
GST Reconciliation – May.xlsxVertex Industries5h ago
Engagement Letter.pdfNova Retail1d ago

Workload Overview

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Priya Sharma78%
Rahul Mehta62%
Ananya Iyer81%

One platform for

CA firmsCS firmsCMA firmsAccountantsLawyersConsultants

Work smarter. Save time. Grow your practice.

Ditch disconnected tools and manual chaos. Move to one platform that keeps everything organized, accountable, and always up to date.

Comparison of the old way — deadlines in spreadsheets, scattered documents, no clear owner — against PracticeFlow360: a compliance calendar that updates itself, every document in one secure place, clear ownership, live workload, quick time logging and a client portal.

Everything in one workspace

Run your entire practice from one workspace.

Eight connected modules that share the same clients, deadlines and documents — so nothing has to be entered twice or chased twice.

Clients

01

One organised profile for every client — contacts, notes and history in one place.

Tasks & Workflows

02

Assign, track and complete work without confusion. Ready-made checklists included.

Work Risk Radar

03

Spot delayed work, pending files and overloaded teams early — before deadlines slip.

Reports

04

Understand workload, productivity and client activity clearly. Export anytime.

Documents

05

Store every file securely in a client-wise vault with version history.

Time Tracking

06

Log hours in seconds and stay on top of billable work across the team.

Team & Roles

07

Give the right access to the right people, with an audit log of every change.

Client Portal

08

Let clients upload and view documents securely — no training needed, always free.

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How everything connects

Diagram of PracticeFlow360 modules connected around one hub: clients, tasks and work, calendar and deadlines, documents, timesheets, billing and invoicing, and reports and insights.
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Work smarter. Save time. Grow your practice.

Ditch disconnected tools and manual chaos. Try PracticeFlow360 free for 14 days — no card required, and your data stays yours.

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