Early access

Run your CS or CA firm from one workspace.

Praxis keeps your client roster, maker-checker assignments, compliance filing calendar, and client invoices together. Each firm's data is fully isolated.

What's inside

  • Client directory with status & type
  • Maker → Checker → Approver workflow
  • Filings list with due dates & status
  • Invoices per client with amounts
  • Per-firm data isolation by design
  • Works on desktop & mobile browser

Built for how a real practice runs.

No AI claims, no MCA/GST-portal automation promises. Just the day-to-day operations a CS or CA firm actually needs, organized cleanly.

C

Clients

Track each client's legal name, PAN, type, and status. Quick add, search, and link to tasks and invoices.

T

Tasks & Workflow

Maker-Checker-Approver stages. Assign to clients, set priorities, move status from In Progress to Review to Complete.

F

Filings Calendar

Compliance filing list with due dates, type, and status. See what's overdue at a glance on the dashboard.

I

Invoicing

Create invoices per client with a number and amount. Track status without a payment gateway hooked up yet.

S

Staff Roles

Owner / Admin / Approver / Checker / Maker — invite staff with the right level of access to your firm's data.

I

Firm Isolation

Every firm's data lives in its own tenant wall. Staff of Firm A can never see Firm B's clients or invoices.

Three steps to set up your firm.

You can be up and running with a fresh workspace in under two minutes.

1

Create your firm

Pick a URL-safe firm slug, your name, work email, and a strong password. We create your isolated tenant.

2

Add your first clients

Enter a few client records with legal name and PAN. You can always import more later.

3

Track work & bill

Log tasks against clients, move them through workflow stages, and raise invoices when work is done.

Ready to run your practice more cleanly?

Praxis is in early access. Founder invoices the firm directly until automated checkout ships. No card required today.

Start your firm