request.to.client
Send document requests with deadlines, tags, and secure upload links in the email.
Client work that's secure simple tracked organized efficient
Managing client documents is already hard enough. Practivo streamlines requests, guest uploads, and team workflows — so CA firms, consultancies, and service teams spend less time chasing files.
Trusted by teams & firms
CA practices
Consultancies
Agencies
Legal teams
Accounting firms
Request documents.
Clients upload without login.
No passwords. No Google accounts on the client side. Fully tracked in your workspace.
- Generate links with preset or custom document types
- Clients see one upload section per requested file
- Files land in your Google Drive automatically
- Partial uploads allowed — clients can return before expiry
Form 16 uploaded
Secure · no login
Mehta & Associates
Upload requested documents
✓
Form 16
Uploaded
2
Bank Statement — FY 2024-25
Drop file or click to browse
Our
platform tools
The essentials
From request to upload → straight to your Drive.
upload.by.link
Multi-document guest upload links — no client login, no Google account required.
client.portal
Dedicated dashboard for clients — documents, tasks, requests, and onboarding.
Team workflows
Run your practice from one workspace.
task.manager
Assign work, set priorities and due dates, send automated reminders.
drive.sync
Connect Google Drive once. All uploads land in practivo / Firm / Client.
export.pack
ZIP documents or CSV activity logs with date and financial-year filters.
team.workspace
Admin, firm owner, team, and client roles with granular permissions.
Security & compliance
Your clients' data deserves better than email attachments.
audit.log
Every upload, download, and export is logged with workspace isolation.
encrypt.fields
Sensitive client data encrypted at rest with role-based access control.
rate.limit
Guest uploads are rate-limited and link-expiry protected.
Two
upload paths
Same secure storage. Different client experiences.
Path A
Client portal
Ongoing relationships — invite clients to your workspace. They onboard, see pending requests, upload from their dashboard, and track task deadlines.
- Invite code + password setup
- Document history & FY tagging
- Task assignments & reminders
Path B
Secure guest link
One-off or recurring uploads — send a link, client uploads, done. No account, no Google connection on their end.
- Multi-document upload links
- Custom document types per link
- Configurable expiry (default 3 days)
Live in
three steps
01
Create & connect Drive
Register your workspace, connect Google Drive once, and get your invite code.
02
Add clients
Create client records, send portal invites, or share secure upload links.
03
Request & review
Send requests, approve uploads, assign tasks, and export when needed.
Security by design
Workspace-isolated data. Files in your Google Drive. Encrypted sensitive fields. Complete audit trail on every action.
Role-based access
Encrypted fields
Audit logging
Drive ownership
Ready to stop chasing clients for files?
Set up your workspace, connect Drive once, and start sending secure upload links today.