Built for Professional Service Firms

Run your practice with clarity and confidence

The complete ERP platform for CA firms, CS practices, legal consultants, and IT service companies. Manage clients, deadlines, compliance, billing, and team — all in one place.

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Practice Dashboard Live
142
Active Clients
38
Due This Week
₹4.2L
Receivables
GST 3B — Sharma Industries Due Tomorrow
TDS Return Q3 — Pinnacle Corp 3 Days Left
Annual Return — GreenLeaf LLP Completed
12 Tasks Completed
Today
ITR Due Reminder
Sent to 45 clients
Trusted by professional firms across India
Features

Everything your practice needs

From client onboarding to compliance filing to invoice collection — manage your entire practice workflow without switching tools.

Client Management
Complete client profiles with contacts, services, documents, and communication history. Self-service portal for clients.
Task & Compliance Tracking
Never miss a filing deadline. Auto-generated statutory tasks with reminders, assignments, and progress tracking.
Invoicing & Payments
Professional GST invoices, online payment proof submission, automated reminders, and aging analysis.
Smart Reminders
Configurable reminder rules for compliance deadlines, invoice dues, and renewal alerts. Never let anything slip.
Expense Management
Track company and client expenses. Government fee recovery, employee reimbursements, and auto-approval workflows.
Reports & Analytics
Revenue by client, task completion rates, expense breakdowns, GST input credit, and team productivity reports.
Modules

Modular by design

Enable only what you need. Start lean, add modules as your practice grows.

Dashboard
Practice overview at a glance
Customers
Client profiles & contacts
Services
Service catalog & assignments
Tasks
Assignments & tracking
Documents
Secure file management
Queries
Client communication log
Reminders
Statutory deadline alerts
Invoicing
GST invoices & billing
Payments
Collection & verification
Expenses
Expense & recovery tracking
Time Tracking
Billable hours & timesheets
Reports
Analytics & insights
Why PrajnaServices

Built by practitioners, for practitioners

We understand the unique challenges of running a professional services firm in India — because we work alongside CA/CS firms every day.

  • Multi-tenant & Secure Each firm gets its own isolated database. Your data never mixes with others.
  • India-First Design GST, TDS, ROC filings, financial year, INR — built for Indian compliance from day one.
  • Client Portal Included Your clients log in to view invoices, submit payments, raise queries, and track progress.
  • No Vendor Lock-in Self-hosted option available. Your data, your server, your control.
99.9%
Uptime Guarantee
500+
Compliance Rules Built-in
Zero
Missed Deadlines with Smart Reminders

Ready to streamline your practice?

Start your free trial today. No credit card required. Full access to all modules for 30 days.

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