★ Updated for July 2026
Everything inside Prime Practice
One workspace for the whole firm — clients, compliances, staff, money and documents.
Every module below is included in the plan. No add-ons, no per-user pricing.
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Client Portal New
Give every client their own secure login. They see the status of their work, share documents, view invoices and message your team — installable on their phone like an app. Fewer “kaam kahan tak pahuncha?” calls.
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Task chat — internal or client-visible New
Every task carries its own conversation. Messages stay strictly internal by default; untick one box to share a message with the client. Unread counts pull the task straight to the top of the list.
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Assignment alerts with ✓✓ Seen New
Assign a task and your staff gets an instant popup with a chime — or on their next login if the app was closed. One tap on “Got it” and you see a green ✓✓ Seen tick. Task handover without a single WhatsApp follow-up.
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Action Center & dashboards New
One card at the top of your dashboard listing exactly what is waiting on you — overdue, due today, unassigned, unbilled work and money past 60 days. Plus billed-vs-received, collection ageing and staff-workload charts. Staff get their own “My Work” page.
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Staff & CA Diary
A daily work diary for every team member with notes and attachments, and a Team Diary view for you. Know what the office actually did on any given day — without asking.
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Password Vault & Company Master
Income-tax, GST, MCA and TRACES credentials encrypted behind a master PIN that only you set — readable only by the people you permit. Alongside it, a company master with CIN, ROC, directors, DIN and DSC-expiry tracking.
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GST filing-status checker
Pull GSTR-1 and GSTR-3B filing status for every GSTIN client, month by month across the financial year, in one screen. Nothing to configure — the lookup runs through us.
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Billing, receipts & ledgers
GST invoices with your logo and digital signature, a UPI QR printed on the bill, receipts, discounts, out-of-pocket expenses, client ledgers and TDS handling — every entry edit and delete audit-logged.
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Compliance calendar & recurring tasks
Map compliances to clients once and the monthly, quarterly and yearly tasks generate themselves. Live all-India due dates on your dashboard, plus a calendar view of the month ahead.
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Bulk operations from Excel
Create hundreds of clients from a spreadsheet, bulk-assign compliances with a tick, and roll out recurring tasks for the whole client list — instead of typing them one at a time.
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Self-assign, reassign & delete requests New
A client rings your staff directly? They self-assign the task and you are notified. Need a task moved or removed? Staff raise a request with a compulsory reason and you approve or reject — the whole trail recorded.
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Reports & exports
Every transaction type, filterable by client, period and status, with full-data Excel and PDF export. Your numbers stay yours — take them out whenever you like.