About Practivo
Client coordination for teams, firms, and the clients they serve.
Practivo helps businesses collect documents, assign tasks, and stay aligned with clients — without endless email threads or clients needing technical setup. CA firms are a core audience, but any team that manages recurring client relationships can use the platform.
What we solve
- Document requests with secure, no-login upload links
- Client portal for ongoing relationships
- Google Drive storage with automatic folder organisation
- Task pipelines, audit trails, and activity exports
Who it's for
Teams and firms manage clients, request documents, and review uploads from one workspace. CA practices get financial-year tagging, compliance workflows, and audit-ready logs. Clients upload via a simple link or portal — no Google OAuth, no Drive apps.