About PracticeStacks
What is PracticeStacks?
PracticeStacks is an AI-powered practice management software for Indian CA, CS, CMA and tax firms. It manages clients, tasks, billing and compliance in one platform, covering the full client lifecycle from lead capture and onboarding to proposals, invoicing and team collaboration, so firms do not have to switch between separate tools. The product is organised around stages of the client relationship: winning work through leads, AI-drafted proposals and e-signatures; onboarding clients with KYC, portal credentials and document collection; delivering compliance tasks and managing workload; and billing with GST invoices. PracticeStacks advertises a ten-minute setup, a 14-day free trial with no credit card, and a live demo firm that prospects can click through. Its website lists pricing from ₹749 per month for five users for early customers.
Who is PracticeStacks for?
PracticeStacks is for Indian Chartered Accountant, Company Secretary, Cost Accountant (CMA) and tax consultant firms, as well as other compliance and professional service firms, that want one system from first enquiry to invoice.
What type of software is PracticeStacks?
PracticeStacks is listed under Practice Management Software.
What are PracticeStacks's core capabilities?
PracticeStacks groups its capabilities by stage of the client lifecycle. To win clients, it offers lead management that captures enquiries from a firm's website, LinkedIn and manual entry, AI-generated branded proposals created in one click, and secure e-signatures for engagement letters. To onboard clients, it standardises onboarding with digital collection of KYC, portal credentials and documents, automatically maps compliance requirements from the services sold, and assigns managers and team members with defined responsibilities. A document vault keeps every client document organised and searchable. To deliver work, it brings compliance tasks, client emails and internal jobs into one place with workload visibility across the team. The platform also includes GST billing and invoicing. A live demo environment and a short setup process are designed to get a firm running quickly.
- Agile kanban board workflow management tailored for modern finance teams
- Minimal initial configuration with fast team onboarding
Answers above are based on PracticeStacks's website, read on 6 Oct 2026.
- Free trial
- 14 Days Free
- Deployment
- Cloud SaaS
- Mobile app
- Web Responsive
- Platforms
- Web Browser
- Notice sync
- No
- DSC tracking
- No
- WhatsApp bot
- Webhook API
- Proposals & e-sign
- No
Who makes PracticeStacks?
PracticeStacks is built by Biztree Outsourcing Private Limited, incorporated in 2017 and based in Pune, with a 2-10 person team per LinkedIn. Founder CA Shekhar Maske's company also operates a separate payroll and accounting outsourcing service, Biztree Accounting, under the same registered entity.
What CAs are saying about PracticeStacks
PracticeStacks has no reviews on SoftwaresForCA yet.
Wider market feedback
Users appreciate proposal generation speed, e-signatures, and clean UI; common feedback requests native mobile applications and deeper ERP synchronization.
Editorial summary of public sources — see Sources below.
Screenshots
Key features
- ✓Task Management
- ✓Kanban Board
- ✓Billing Management
- ✓Expense
- ✓Razorpay Integration
- ✓Document Management
- ✓Lead & CRM
- ✓Whatsapp Integration
- ✓Email Integration
- ✓Communication
- ✓Calendar
- ✓Live Activity
- ✓Reports
- ✓GST Return Tracker
- ✓IT Return Tracker
- ✓TDS Return Tracker
- ✓Notice Management
- ✓Agentic Workflows
- ✓Advanced Analytics
- ✓Client Portal
- ✓Proposal Management Software
- ✓Role-based permissions
- ✓Free Trial
- ✓Zero Implementation Fee — Yes (₹0)
Show 14 more items (not supported or not yet verified)
- ✕Client Grouping
- ✕Accounting
- ✕Tally Integration
- ✕Zoho Integration
- ✕Multi-firm
- ✕UDIN Tracking
- ✕Timesheet
- ✕Document Inward/Outward
- ✕Geo Location based Attendance
- ✕Android
- ✕IOS
- ✕Sprint Planner
- ✕256 - Encryption
- ✕Visitor Management
- Year of Launch
- 2026
- Client Management
- Unlimited
Pricing
- ₹749 – ₹999 / month
From the vendor's published pricing as of 19 Aug 2026. Confirm current prices with the vendor.
Limitations to know
Does not offer automated portal notice scraping; parent entity operates allied accounting firm (Biztree Accounting).
- Scrutiny tracking relies on manual task creation and checklist milestone updates (no live automated background scraping of government portals).
- Optimized web application and Chrome extension for desktop lead capture; lacks dedicated native iOS/Android mobile apps.