Your entire practice, in orbit around one system.
Clients, compliance, tasks, documents, billing, teams — every operation of a CA, CS, or tax firm, connected to one command center. Zero spreadsheets.
Everything your practice runs on.
Ten modules, one system — these are live fragments of the real product, not icons.
Compliance Calendar
GST, TDS, ROC, PF/ESI, IT, MCA — every statutory date ships built-in and places itself per client registration.
Practice Dashboard
Due, in review, filed, overdue — the partner view that replaces the Monday status meeting.
Task & Workflow
Prepare → review → file, with owners at every stage.
Deadline Reminders
The 14·7·3·1 ladder that escalates itself.
Team Management
Roles, workloads, accountability per member.
Client Management
One master record — registrations drive everything.
Document Vault
Encrypted at rest, scanned on upload, versioned.
Billing & Invoicing
Completed work becomes invoice lines — automatically.
Client Portal
Clients see their status, upload documents, raise tickets — the “any update?” calls stop.
Reports & Analytics
Filing performance by member, by client, by month — every number traces to a logged action.
Built shoulder-to-shoulder with the firms using it.
We onboard founding firms directly and build against their real practice — these are the partners shaping TrackySuite.
We tracked 300+ clients across four Excel sheets and one very tired manager. Now the calendar fills itself, and nothing slips. The escalation alone has paid for the year.
“The client portal ended the ‘any update?’ phone calls. Our clients upload documents themselves now — into the right folder, scanned, every time.”
“Every action is logged. When a notice came for FY24, we pulled the entire audit trail in minutes — who prepared, who reviewed, when it was filed.”
Plans that scale with the practice.
Starter
Solo & 2-partner firms
billed monthly
- ✓Up to 25 clients
- ✓3 staff seats
- ✓GST + TDS
- ✓Client portal
- ✓Email support
14-day trial · no card required
Growth
Most popular for mid-size firms
billed monthly
- ✓Up to 75 clients
- ✓10 staff seats
- ✓All six compliance categories
- ✓Daily reminders + escalation
- ✓Audit-grade activity log
- ✓Priority support
14-day trial · no card required
Practice
3+ partner practices
billed monthly
- ✓Unlimited clients
- ✓Unlimited seats
- ✓SLA-backed uptime + priority queue
- ✓Onboarding + migration assistance
- ✓Custom integrations on request
- ✓Dedicated success manager
response within one business day
Asked by every firm we onboard.
Yes — GST (GSTR-1/3B/9), TDS quarterly returns, ROC/MCA annual filings, PF/ESI monthly, and income-tax dates ship built-in. Tasks self-schedule per client based on their registrations, with the 14·7·3·1-day reminder ladder.
Every client gets portal access — they see exactly their compliance status, upload documents against requests, download invoices, and raise tickets. You control what's visible.
Documents are encrypted at rest, scanned on upload, and access-scoped by role with row-level security. Every action is written to a permanent audit log. Optional two-factor authentication for every user.
Bring your client master as a spreadsheet — we map it during onboarding. Tick each client's registrations and their entire statutory calendar populates instantly. Most firms are fully live within a week.
Everything in your chosen plan, for 14 days, no card required. Onboard real clients, run real filings. If you don't continue, export your data anytime — it's yours.
Founding firms get direct onboarding with our team. After that: priority email support on the Practice plan, SLA-backed support on Firm, and a growing help library written for Indian practice workflows.
Still have a question? Talk to us →
Run a tighter practice.
Join the founding Indian firms building their practice on TrackySuite.