Enterprise-grade proposal and compliance management platform with AI-powered automation, multi-currency support, and advanced analytics for professional service firms.
CA firms, CS practices, and legal consultancies in India were managing proposals on Word/Excel, tracking compliance deadlines in spreadsheets, and losing clients due to missed filings and slow response times. No existing tool addressed the full lifecycle from lead to compliance reporting.
We built PracticeStacks — an enterprise SaaS platform purpose-built for Indian professional service firms. It covers the complete client lifecycle: lead capture, proposal generation with OTP approval, onboarding, compliance tracking with deadline alerts, and invoice management — all with AI-assisted automation.
Intelligent proposal drafting that pulls from service catalogs, applies custom pricing, and generates professional PDFs ready for client approval.
Clients approve proposals via a secure OTP workflow — paperless, auditable, and legally sound for Indian regulatory contexts.
Automated tracking of GST returns, TDS filings, ROC annual returns, and ITR deadlines with role-based assignment to executors and reviewers.
Structured onboarding collects documents, credentials, and compliance history from clients via a dedicated portal with progress tracking.
Revenue pipeline, proposal conversion rates, compliance health scores, and employee performance metrics in a single executive view.
GST-compliant invoice generation with multi-currency support for firms serving NRI clients or international businesses.
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