Feature index

Everything PractEase does, by area

68 items · September 2026

The landing page shows the headline features. This page lists the rest, grouped the way a firm thinks about its work, with a line on why each one is there. Items marked Pro need the Pro plan; everything else is on every plan that has the module.

Tasks

13 items

The daily list, and the small conveniences that keep it honest.

Type a task as a sentence: client, type, date, priority and assignee are read from it	“GSTR-3B for Mehta by 20 Oct urgent assign Priya” is a finished task.
Priority, estimated hours, remarks and a billable flag on every task	The list sorts and filters on all four.
Comments on tasks with an activity feed	Who did what, in order, on the task itself.
Series copy client, fee, priority and remarks to the next period	Set once, carried forward every period.
A recurring series stops and reports if three are already overdue	A stalled client stops generating work nobody will do.
Work is never assigned to someone who has left the firm	Assignment falls back to the creator, then to an Admin.
Archive with a count, out of every active list	Old work stays findable and out of the way.
Task Excel import and export	Bring a spreadsheet in; take the list out.
Dashboard tiles that open the matching filtered list	A number on the dashboard is a link, not a label.
Due This Week, Quick actions and a DSC expiry alert on the dashboard	The morning view is the to-do list.
Nine keyboard shortcuts	Every screen is a keystroke away.
Phone layout with bottom navigation and swipe between views	The same product on a phone, not a shrunken desktop.
An amber bar names any dataset that failed to load, with Retry	A half-loaded screen never passes as complete.

Compliance and GST

12 items

The calendar, the reconciliation, the notices and the DSC register.

Monthly rules every month, quarterly ones in the month they fall due, annual in their month	The calendar follows the filing rhythm, not a fixed repeat.
Seven filing groups: GST, TDS, ITR, Audit, MCA / ROC, Bookkeeping, Payroll / PF	Filters and reports use the same seven.
Record a due-date extension once; every client's filing of that kind moves	One notification, one entry, the whole calendar.
Income-tax Act 2025 names with the 1961 forms in brackets	The new names, with the numbers your team still says.
Template due dates reviewed against the law every quarter	A scheduled audit, not a hope.
Notice connections per GSTIN, OTP consent, no stored portal passwords	Consent is the client's; nothing is kept that could leak.
A new-notice count on the sidebar	Unread notices show before anyone opens the tracker.
Tally and Zoho sales registers recognised on upload; any Excel mapped by column	No reformatting before the reconciliation.
Not-filed invoices show the days left in the s.37(3) window	The cut-off sits on the row, counted down.
Month-wise B2C summary in the sales reconciliation	Table 7 figures without a pivot.
DSC holder, client, issue and expiry, and where the token is	One register for every certificate the firm holds.
Token movements: who took it out and when it is due back	A missing token always has a last known holder.

Money

10 items

Fees, invoices and the guardrails around them.

Fees review: every client's fee against the hours logged, at your own rate	Which clients you are undercharging, by how much, over three years.
A fee revision letter drafted from the review, with the reasons	Hours, assignments, years since the last revision. Your rate is never printed.
Fee on the task: fixed, hourly, or each person's rate-card rate	One fee model, three ways to arrive at the number.
A set-a-fee prompt when a billable task reaches billing at zero	No zero-value line slips onto an invoice.
A task on a live invoice can never be billed twice	The invoice owns the task until it is cancelled.
Blank SAC codes stop the wizard; known types carry theirs	Every line carries the code the GST return needs.
Amounts freeze once saved; later time logs never change a sent invoice	What the client received is what the ledger shows.
Several billing entities, each with its own series and letterhead	One firm, more than one billing name.
Credit notes	A wrong invoice is corrected on paper, never deleted.
Reminder emails and a weekly overdue digest driven by balance due	Chasing runs off the balance, not off a to-do list.

Clients and letters

11 items

Client records, letters and the credential vault.

State code detected when a GSTIN is typed	Place of supply fills itself.
Identifiers read off a PAN card or certificatePro	Read once to fill the client's details; the file is not kept.
33 letters in six groups, in standard wording on every plan	Client correspondence, income tax, GST, audit, secretarial and practice administration.
Letters are drafted and downloaded, never stored	Word or PDF, filed in your own records. PractEase keeps no copy.
Word downloads carry your letterhead as the header and Page X of Y	Ready to edit, already on your paper.
Firm-wide clause wording and an about-the-firm text saved once	Every letter uses the firm's words, set once.
Sixteen letters are the client's to sign, and print on the client's letterhead	The editor says so. Nothing prints on the wrong paper.
Proposals seed the engagement letter; where they conflict the letter prevails	The letter is drafted from the proposal, then governs.
Flag a stored password as outdated for a partner to fix	Staff report; a partner rotates.
Restricted credentials open for full-access roles only	A junior never sees the bank login.
Rotate the vault passphrase when someone leaves	One action closes a leaver's access to every secret.

People and time

9 items

Time logs, attendance, leave and the team list.

Quick-period filters incl. the financial year, 1 April to 31 March	Reports default to the year the firm actually works in.
Your time is private: no team picker, no ranking, no money	The personal time view has no leaderboard and no fee figures.
Fix-times requests for a missed punch, approved by a partner	A forgotten check-out is corrected with a record.
Exempt days that count as present	Client visits and training days do not read as absence.
Leave year on the calendar year or from 1 April	Match the firm's leave policy, not ours.
Per-person leave quota overrides	A senior with more leave is one field, not a rule.
Team import from CSV with invites and the welcome guide	The whole team joins in one upload.
Deactivate, not delete: history stays, open tasks are handed back	A leaver's work stays attributed; their open tasks are reassigned.
Former members list with one-click reactivate	A returning colleague is back in a click.

Control and trust

13 items

Permissions, plan limits, your data and our conduct.

Permissions enforced in the database, not just hidden on screen	A hidden button is not a permission; the database refuses.
Custom roles that start with nothing until granted	No accidental access from a default.
Raising an invoice and recording its payment are separate rights	Two people, two rights, one control.
Fee visibility set per role, separate from the permission matrix	Who sees money is its own switch.
Nobody can grant themselves anything; nobody can delete their own account	Rules that hold even for an Admin.
Three devices per login; the oldest is signed out	A shared password cannot fan out.
Plan limits enforced in the database; everything created stays readable	Downgrading never hides your data.
Export your data: tasks, clients, time logs and invoices in one workbook	Leaving is one download. No lock-in.
The export is held until every dataset has loaded	No partial file that looks complete.
Cancel to Free: paid access to the end of the period, nothing deleted	You keep what you paid for, then keep the data.
Deleted from live systems within 30 days, from snapshots within 7 more	Deletion has a schedule, written down.
GST invoices for your PractEase subscription, emailed and downloadable	Our invoice to you is a proper tax invoice.
Aria, in-app support that files a bug or a request for youPro	Say what is wrong; it is logged for us to fix.

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