Manage your clients. Not your software.
Client management, task tracking, billing, GST return status, and team assignment — Proactiq OS is built for Chartered Accountant firms and accounting practices in India.
Sound familiar?
Due dates for GST returns, ITR, TDS across 50+ clients are tracked in Excel — and still missed
Client billing for different services (GST filing, ITR, audit) is not standardized
Team assignment and workload is unclear — busy periods cause burnout, lean periods cause idle time
No systematic way to follow up when client hasn't sent documents on time
Client records, engagement letters, and communications are all in email — scattered
Proactiq fixes every one of these.
CRM
All clients with engagement type, due dates, and status. AI reminds you AND the client when documents are due
Projects
Each return/filing is a task with sub-tasks, team assignment, and review checklist. Nothing gets missed
Finance
Professional invoices per engagement, GST on CA services, retainer billing. Clients pay faster
HelpDesk
Client queries, document requests, and callbacks tracked systematically. Response time improves
AI Command Brain
Ask 'Which clients have not sent July GST data yet?' — get the list and auto-send reminders
Start free. Set up in 60 seconds.
No card required. AI configures your workspace based on your industry automatically.
Start free — for CA firmsFree forever plan available. No credit card needed.