Client Portal Guide
Welcome to the Practicore Client Portal. This guide explains how to access your compliance work, view invoices, download documents, and communicate with your CA.
What is the Client Portal?#
The Client Portal is a secure, self-service platform where you can view the status of your compliance work, access invoices, download documents, and stay informed about your accounting work - all without needing to contact your CA for updates.
Compliance Status
View real-time status of GSTR, ITR, ROC compliance
Invoices
View, download, and track payment status
Documents
Access shared documents and certificates
Messages
Communicate securely with your CA
Notifications
Get alerts for deadlines and updates
Secure Access
Your data is private and encrypted
Your portal access is completely isolated. You can only see your own data. Other clients cannot see your information, and you cannot see theirs.
Getting Started#
Your CA will send you an invitation email to set up your portal account.
First-Time Login#
Check your email for an invitation from Practicore
Click the "Access Your Portal" button in the email
Create a secure password (at least 8 characters)
Optionally set up two-factor authentication
Review and accept the terms of service
You're now logged in to your portal!
Returning Users#
Go to your CA's portal URL (provided in your invitation email)
Enter your email address
Enter your password
If 2FA is enabled, enter the code from your authenticator app
Click "Sign In"
Save the portal URL in your bookmarks for easy access. The URL is unique to your CA's workspace.
Viewing Your Compliance Work#
Track the status of all your tax and compliance work in one place.
Compliance Types Tracked#
GST Returns
- GSTR-1 (Sales)
- GSTR-3B (Summary)
- GSTR-9 (Annual)
Income Tax
- ITR Return
- Advance Tax
- TDS Returns
ROC Compliance
- AOC-4 (Financials)
- MGT-7 (Annual Return)
- DIR-3 KYC
Other
- PF/ESI Returns
- Professional Tax
- Custom compliance items
Understanding Compliance Status#
Enable email notifications to receive updates when your compliance status changes. Go to Settings in your portal to configure notification preferences.
Viewing Invoices#
Access all invoices from your CA, track payments, and download PDFs.
Invoice Features#
Payment Status#
When you make a payment, your CA will update the invoice status. If you notice a discrepancy, contact your CA through the portal messaging system.
Accessing Documents#
Download important documents shared by your CA.
Document Types#
Tax Documents
- ITR Acknowledgment
- Form 16 / 16A
- Computation sheets
- Tax payment challans
GST Documents
- GST Return receipts
- E-way bills
- ITC statements
- Reconciliation reports
ROC Documents
- Compliance receipts (SRN)
- Annual return copies
- Board resolutions
- Certificates
Other
- Audit reports
- Financial statements
- Compliance certificates
- Custom documents
Downloading Documents#
Go to the Documents section in your portal
Browse or search for the document you need
Click the download icon next to the document
The PDF or file downloads to your device
Documents are organized by type and date
Messaging Your CA#
Use the built-in messaging system to communicate securely with your CA.
Sending Messages#
Click "Messages" in the portal sidebar
Click "New Message" to start a conversation
Type your message in the text box
Optionally attach files (documents, images)
Click "Send"
Your CA will receive a notification
Your CA typically responds within 1-2 business days. For urgent matters, contact them directly using the phone number in their profile.
Account Settings#
Manage your portal account settings and preferences.
Profile
Update your name, email, phone number
Password
Change your password anytime
Notifications
Configure email alert preferences
Session
View active sessions, logout remotely
Security Tips#
Troubleshooting#
Solutions for common portal issues.
I forgot my password
Click 'Forgot Password' on the login page. Enter your email address and check your inbox for a reset link. The link expires in 1 hour.
I didn't receive the invitation email
Check your spam/junk folder. Add noreply@practicore.in to your contacts. Ask your CA to resend the invitation if needed.
2FA code not working
Ensure your phone's time is synced automatically. If you've lost access to your authenticator, contact your CA to reset 2FA.
Document won't download
Disable pop-up blockers for this site. Try a different browser. If the issue persists, contact your CA.
I can't see some compliance items
Your CA controls which compliance items are visible in the portal. Contact them if you believe items are missing.