Powerful Features Built for Modern CA Practices

Say goodbye to fragmented tools. ixPract brings together everything you need to manage your firm, collaborate with clients, and file tax compliance efficiently.

Module Detail
Feature Clients

Manage All Your Clients From One Dashboard

Client Master & GSTINs

Import clients in bulk, assign groups, tags, and team members. GSTIN state codes are auto-extracted for accurate GST routing.

Encrypted Credential Vault

Store all client login credentials securely with AES-256 encryption. ITR, GST, MCA, TRACES, EPFO — all in one place.

DSC & Renewal Tracking

Track DSC tokens, Food Licenses, and other renewals. Get alerts before expiry so you never miss a critical date.

Module Detail
Feature Tasks

Manage Your Daily Tasks Smarter

Recurring Compliance Tasks

Auto-generate GSTR-3B, TDS, ITR, and Audit tasks on schedule. Assign to staff with due dates and priority flags.

Subtask Checklists

Break tasks into step-by-step checklists. Ensure your team completes every task accurately with a full audit trail.

Live Timer & Time Logs

Start a stopwatch timer on any task. Track billable hours in real-time and review time logs by employee or task.

Module Detail
Feature Billing

The Most Advanced Smart Billing Experience

Smart Invoices with GST

Auto-route CGST+SGST (intra-state) or IGST (inter-state) based on client GSTIN state codes. One-click invoice generation.

Tally XML Export

Export invoices and receipts directly to Tally ERP/Prime XML format. No manual re-entry, zero errors.

Analytics & Collection Reports

Real-time billing dashboards with monthly bar charts, collection rates, and outstanding receivables — filterable by date and client.

Module Detail
Feature Portal

A Professional Client Self-Service Portal

OTP-Based Client Login

Clients log in securely via OTP. No passwords to manage — simple, secure, and mobile-friendly.

Ledger & Invoice Access

Clients can view their billing ledger, download invoices, and track payment history 24/7.

Secure Document Sharing

Share documents with clients directly through the portal. All files are encrypted at rest.

Experience ixPract first-hand

Empower your office with robust task generators, automatic billing, and a seamless client experience.