Getting Started
Practicore is a comprehensive task management platform designed for Chartered Accountants to manage clients, tasks, compliance work, invoices, and team operations.
What's New#
v2.0Latest updates and improvements to Practicore.
- AI-powered task creation with natural language processing
- Task templates for standardized workflows
- Task dependencies with visual indicators
- Financial year filtering across all reports
- Webhook integrations for external systems
- Enhanced backup and recovery options
- Real-time collaboration with live sync indicators
- Redesigned documentation with search
- Email campaign automation with scheduling
- Client portal for self-service access
- Enhanced invoice PDF generation
- Fixed GSTR calculation rounding issues
- Two-factor authentication with TOTP
- Audit logs with 2-year retention
- AES-256 encryption for sensitive data
- Mobile-responsive design improvements
Quick Setup#
Get your workspace up and running in just a few steps.
Create your account and verify your email address
Complete your organization profile in Settings
Add team members and assign roles (Admin, CA, Article Assistant)
Import or create your first clients
Configure email templates and automation rules
Enable Two-Factor Authentication for security
Start creating tasks and tracking compliance work
Quick Start by Role#
Get started quickly with guides tailored to your role. Select your role to see the most relevant features.
For Admins
5 min readSet up your workspace, manage team members, and configure organization settings.
For CAs
7 min readManage clients, track compliance work, create invoices, and monitor team productivity.
For Article Assistants
4 min readWork on assigned tasks, track time, and collaborate with your team.
For Client Portal Users
3 min readView your compliance work, download invoices, and access shared documents.
User Roles & Permissions#
Practicore uses a role-based access control system to manage permissions across your workspace.
Admin
- Full workspace management
- User and role management
- Billing and subscription
- Organization settings
- Audit log access
CA (Chartered Accountant)
- Client management
- Task creation and assignment
- Filing management
- Invoice generation
- Report access
Article Assistant
- View assigned tasks
- Update task status
- Time tracking
- Add comments
- Limited client view
Client Portal
- View own compliance work
- Download invoices
- Access document vault
- View compliance status
- Communication portal
Need custom roles for your organization? Contact support to discuss enterprise role configurations tailored to your specific workflow requirements.