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Practice Management Software for CA & CS Firms

NITIVAR Practice runs the firm — clients, engagements, tasks, documents, notices, and billing — with a full-year compliance calendar across every client and every domain, and the registers a firm actually needs: DSC, UDIN, and encrypted credentials.

The whole year on one calendarGenerates the full-year compliance calendar across clients and domains — GST, TDS, labour law, and ROC in one view.
The firm's registers built inTracks DSC custody and expiry, UDIN records, and encrypted portal credentials with reveal history.
Time to fee noteLogs time, tracks WIP, raises fee notes, and hands billing off to Accounting — the work you did becomes the invoice you sent.

The firm's whole year, generated and worked in one system

NITIVAR Practice starts from the engagement: a client signs up for a service, and the service template generates the work — tasks with stages, due dates from the statutory obligation catalog, and document request lists that go out to the client. The compliance calendar assembles itself from the engagements, across every client and every domain.

The day runs from the Today view: due this week, overdue, waiting on client. Work moves through stages to review; documents and evidence attach to the task they support; notices and hearings carry reply deadlines that surface before they expire. Partners watch response times, workload, notices, and billing signals on the analytics dashboard.

The filing work itself runs in the same suite — the GST, TDS, Labour Law, and Secretarial modules do the returns and forms, while Practice holds the calendar, tasks, documents, and billing around them. Time logged on the work becomes WIP, WIP becomes a fee note, and the fee note lands in Accounting.

Running the work

Running the work

From engagement to done: how the firm's work generates itself and moves through review.

Clients & engagements

Onboards client groups with their legal entities and contacts, then attaches recurring service engagements — each with recurrence, due dates, fees, and review requirements. The engagement is the contract between the firm and the calendar: sign it once, and the work generates every period.

  • Client groups, entities, and contacts
  • Recurring engagements with due dates and fees
  • Guided onboarding for new clients

Tasks & workflow

Runs firm-wide tasks through stages and workflow states, with the Today view opening each morning on due-this-week, overdue, and waiting-on-client queues. Everyone knows what is theirs, what is stuck, and what is waiting on someone else — without a standup.

  • Stages and review states on every task
  • Due-this-week and overdue queues
  • Waiting-on-client visible, not forgotten

Compliance calendar & statutory summary

Lays out the full financial year by client and domain from the statutory obligation catalog, and rolls live status into one control page across GST, TDS, and labour law. The partner question — 'are we on top of everything?' — has a screen instead of a meeting.

  • Full-year calendar by client and domain
  • Obligation catalog drives the due dates
  • Cross-domain status on one control page

Documents & requests

Stores workpapers and client evidence against the client and task they belong to, and runs document request lists that track what was asked, what arrived, and what is still pending. The chase is a status column, not a WhatsApp thread.

  • Workpapers filed against the work
  • Request lists with pending status
  • Evidence where the reviewer looks for it
Governing the firm

Governing the firm

Notices, registers, billing, and the partner view — the parts that protect the practice.

Inbox & notices

Tracks client communication and follow-ups in a triaged inbox, and registers department notices and hearings with their reply deadlines. A show-cause notice becomes tracked work with a countdown — not a PDF discovered in someone's mail after the date.

  • Client messages triaged and assigned
  • Notices and hearings with reply deadlines
  • Deadlines surfaced before they expire

DSC, UDIN & credentials

Registers digital signature certificates with custody, expiry, and usage; records UDINs from draft to generated with evidence; and vaults portal credentials encrypted, with a reveal history showing who accessed what, when. The firm's riskiest assets get its tightest register.

  • DSC custody, expiry, and use tracked
  • UDIN records with evidence
  • Encrypted credentials with reveal history

Billing, time & WIP

Logs time against engagements, accumulates WIP, and raises fee notes that hand off to the Accounting module. The work the firm did and the fees it billed reconcile by construction — unbilled WIP is a report, not an annual archaeology project.

  • Time logged against the engagement
  • WIP tracked to fee note
  • Handoff into Accounting for invoicing

Partner analytics & activity

Shows partners response times, governance signals, notice exposure, billing status, and team workload — with a cross-client activity log recording notes, communication, document intake, and billing events as they happen. The firm's memory stops living in individual inboxes.

  • Response, workload, and billing signals
  • Notice and governance exposure visible
  • Cross-client activity log as firm memory

Who this practice module is built for

Firms replacing the Excel job register, the diary, and the credentials sheet — with one system.

CA firms running compliance practices

Generates the GST-TDS-labour year across every client from service templates, runs the filings in the same suite, and bills from logged time.

CS firms and practicing professionals

Carries every client entity's ROC calendar on the firm view, queues certification work for review, and keeps UDIN and DSC registers current by default.

Multi-partner firms needing review discipline

Puts stages and review states on every task, tracks who is waiting on whom, and gives partners an analytics view instead of a Monday interrogation.

Growing firms leaving spreadsheets behind

Replaces the job register, the deadline sheet, the document tracker, and the password file — the four spreadsheets every growing firm is one resignation away from losing.

Why firms move to NITIVAR Practice

The gain is a firm that runs on a system instead of on seniors' memory.

Generates the year from templates

Engagements produce the work and the calendar — nobody re-types the compliance year for each client.

Opens every day on a queue

Due, overdue, waiting-on-client — the Today view replaces the morning triage meeting.

Answers the partner question

Cross-client statutory status on one page — 'are we covered?' takes a glance, not a survey.

Protects the firm's registers

DSC, UDIN, and encrypted credentials with reveal history — the audit-sensitive assets get audit-grade tracking.

Turns time into fee notes

Logged time accumulates as WIP and bills as fee notes — unbilled work is a report you act on.

Keeps notices from expiring quietly

Reply deadlines on tracked notices surface in the queues — the hearing date finds you first.

Practice management software FAQs

What CA and CS firms ask before moving the practice onto a system.

What is practice management software for CA/CS firms?

It runs the firm's operating layer — clients, engagements, tasks, deadlines, documents, notices, time, and billing — as one system. Service templates generate the compliance year per client, work moves through review stages, and partners see status across every client at once.

Does it include a compliance calendar?

Yes. The full financial year lays out by client and domain, driven by a statutory obligation catalog — and a cross-domain statutory summary shows live GST, TDS, and labour law status across all clients on one control page.

Does it track DSCs, UDINs, and portal credentials?

Yes. DSC records carry custody, expiry, and usage; UDIN records run from draft to generated with evidence; and portal credentials are stored encrypted with a reveal history of who accessed what, when.

Can it handle department notices and hearings?

Yes. Notices register with their reply deadlines and hearing dates, become tracked work, and surface in the daily queues before the dates arrive.

Does it do time tracking and billing?

Yes. Time logs against engagements, accumulates as WIP, and raises as fee notes with a handoff into the NITIVAR Accounting module for invoicing and collections.

Does the filing work happen in the same system?

Yes — that is the point of the suite. The GST, TDS, Labour Law, and Secretarial modules run the actual returns, forms, and evidence, while Practice holds the calendar, tasks, documents, and billing around them. One login, no export-import.

Run the firm on a system, not on memory.

Bring your client list and this quarter's deadlines to a walkthrough — we'll show the year generating from service templates, the Today view, and the statutory summary across every client.