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.