MyPract at a glance
Last updated . Every statement here is checked against the product itself.
MyPract is a global, AI-native practice management platform for accounting, audit, tax and advisory teams, built for cross-border teams and clients by LinkIT Software & Services Private Limited (India). It runs a firm's clients, engagements, tasks, time tracking with approvals, invoicing from approved time in each client's currency, documents and a client portal in one workspace, with an AI assistant bound by the same six roles as people, plus a DSC register and read-only GST portal data for Indian work. Data domicile by country: a paying firm outside India gets its own in-country instance; today, with customers in India, everything runs in Mumbai. Firms outside India pay US-dollar plans; Indian firms pay one plan with volume pricing in rupees excluding GST; billed annually, with an opt-in 3-month free trial that needs no card.
Who it is for
- CA firms, audit firms and tax practices in India, from sole practitioners to teams of 50 or more.
- Firms that bill on time and want approved hours to become invoices.
- Firms that run audits and recurring compliance as engagements with tasks, owners and due dates.
- US CPA firms through a separate US site (/us) priced in US dollars, without the India-only modules.
Pricing
| Plan | Team size | Price (India) |
|---|---|---|
| Band 1 | First 5 users | ₹12,000 per year, flat |
| Band 2 | Users 6–30 | ₹4,800 per user per year |
| Band 3 | Users 31+ | ₹4,000 per user per year |
Prices exclude 18% GST. Every plan includes every module. US firms pay in US dollars: see US pricing. Details and pricing questions are on the pricing page.
- Billed yearly, one payment per year, through Razorpay. Plans do not renew automatically.
- After a paid year ends there is a 14-day grace period before the workspace becomes read-only.
- Users can be added mid-year from Settings → Billing: each is charged its band's rate for the days left in the year.
- Subscribers who paid on an earlier price keep it until their renewal.
- Support by email for every workspace.
Free trial
- 3 months free, opt-in: the trial starts only when an Owner or Admin accepts the trial terms.
- No card or payment details are collected, and the trial never converts to a paid plan automatically.
- When the trial ends the workspace becomes read-only until a plan is bought; data stays available for export for 30 days.
- A workspace that never starts the trial becomes read-only 30 days after it was created.
Full conditions: free trial terms.
Hosting and security
- Data domicile by country: a paying firm outside India gets its own instance in its country, so its database, storage and server functions stay in-country. Today, with customers in India, everything runs in the Mumbai region (AWS ap-south-1) through Supabase.
- Every row belongs to a workspace and access is enforced in the database with row-level security, down to the client for members limited to selected clients. Document files open only through short-lived signed links.
- The privacy policy is written for the Digital Personal Data Protection Act 2023 and the IT Act 2000.
- AI features send the text they work on to Anthropic's Claude API, which is outside India. Owners and Admins can switch AI off for the workspace.
See the privacy policy.
What MyPract does
- Clients
- Client records with contacts, tax IDs, tags and status. Excel or CSV import of up to 2,000 clients per file, with every row checked before saving (GSTIN and PAN format, emails, phone numbers, duplicates). CSV export, merge and archive. A health score flags clients with overdue work or no recent activity.
- Engagements
- Each engagement has a client, service line, manager, dates, budget hours and fee, in list and Kanban views. Documents, messages and tasks sit inside the engagement.
- Tasks
- Tasks under engagements with assignee, priority, due date, planned and actual hours, subtasks and dependencies. List, Kanban, calendar and My Work views.
- Time tracking
- Weekly timesheet and a start-stop timer, billable and non-billable. Rate rules by workspace, member, client or engagement. Managers approve time and lock past periods so approved hours can't change. Utilisation against each person's weekly capacity.
- Invoicing
- Managers create invoices from approved, unbilled, billable time, and the time entries are linked to the invoice. Statuses Draft, Sent, Paid, Overdue and Void, numbered INV-YYYY-NNNN. Each client can be invoiced in its own currency. Print or save as PDF. MyPract does not collect payments.
- Documents
- Folders by client and engagement, version history, in-browser preview of PDFs and images, and signed, expiring download links.
- Client portal
- One link per engagement. It opens only for the client contacts mapped to that engagement, after a 6-digit code sent to their email. Clients see status and tasks, upload documents and send messages. Portal clients are not charged as users.
- DSC register (India)
- Digital Signature Certificates with holder, class and expiry status, token custody (check out and in, with history), signatory-to-client mapping and a usage log. Import from Excel or CSV. Token PINs are never stored.
- GST portal data (India)
- Read-only, through a GSTN-licensed GST Suvidha Provider. GST registration and GSTR-1 and GSTR-3B filing status for every client with a GSTIN. After a client's GSTIN is connected with a one-time code: portal notices turned into tasks, cash and credit ledger balances, GSTR-1 vs GSTR-3B differences, GSTR-2B reconciled against the purchase register (by month or for the financial year), GSTR-1 as the portal holds it table by table, GSTR-2A by month or for the financial year (suppliers who have not filed, documents in 2A but not in any GSTR-2B, documents in 2B but not in 2A, CSV export), the client's monthly or quarterly (QRMP) filing preference, and an Annual GST view that sets GSTR-1, GSTR-3B, GSTR-2B and tax paid side by side month by month before GSTR-9. Nothing is filed from MyPract.
- Old vs new tax regime comparison (India)
- On a client's Income tax tab, staff enter salary (with HRA), house property, other sources and Chapter VI-A deductions, and MyPract computes the tax under both regimes for FY 2023-24 to 2025-26: slabs by age, standard deduction, 87A rebate with the new regime's marginal relief, surcharge with marginal relief, and cess, side by side with the cheaper regime and the saving. Every run is saved on the client. It is an estimate for advice: capital gains and business income are not included, and it does not connect to the Income Tax portal.
- Reports
- Utilisation, engagement burndown, client summary and overdue tasks, each exportable to CSV.
- Team
- Invite people by email, assign one of six roles, and set capacity and bill rates per person. Owners and Admins can limit any Manager, Staff or Viewer to selected clients: they then see only those clients and their engagements, tasks, time, documents and invoices, everywhere in the app including reports, search and the AI assistant.
- Activity log and trash
- An activity trail with filters and CSV export. Deleted clients, engagements, tasks, documents and invoices go to a trash and can be restored. Trash is emptied automatically after 30 days by default (Owners and Admins can set 7 to 365 days); paid invoices are never deleted, and files of deleted documents are removed from storage too. Other retention periods (portal sign-in codes, API logs, activity log, billing records) are listed in the privacy policy.
- AI assistant
- A chat assistant that can search and read clients, engagements, tasks, time, invoices, documents and activity, and can create or update clients, engagements, tasks, time entries and invoices. Every change needs a click to confirm, runs with the user's own role permissions and is recorded in the activity log. It does not approve time, change roles or settings, or send emails. Separately, AI drafts message replies, summarises threads and suggests kickoff checklists.
- Connected AI agents (MCP)
- Owners and Admins can connect their own AI agent, such as Claude or ChatGPT, or any client that supports remote MCP servers, at https://www.mypract.com/mcp. The agent signs the person in to MyPract (OAuth), and they choose one workspace and whether it may only look things up or also make changes. The agent then uses the same tools as the built-in assistant, acting as that person with their role permissions. Every change is recorded in the activity log with the agent's name, deletions go to Trash, and the connection can be made read-only or disconnected at any time under Settings > Agents. There is no general-purpose REST API or Zapier integration.
More detail on the features page.
The six roles
- Owner
- Everything, including billing, members, AI settings and starting the free trial.
- Admin
- Same as Owner for day-to-day administration: members and invites, billing and settings.
- Manager
- Runs the work and the money: invoices, approving time, period locks, rate rules, and creating and editing clients, engagements and DSCs.
- Staff
- Does the work: tasks, time, documents and DSC movements. Sees and restores only their own deleted items.
- Viewer
- Read-only access to the workspace.
- Client
- A sign-in for an external client contact, limited to the clients an Admin shares with them; read-only, with no time records, bill rates, DSC, GST, verification or AI access.
What MyPract does not do
If any of these matter to your firm, another tool may suit you better today.
- File GST, income tax or TDS returns (GST portal data is read-only).
- Sync with the Income Tax or TRACES portals.
- Track UDINs or send DSC expiry reminder emails.
- Track attendance or leave.
- Offer native Android or iOS apps (it is a responsive web app that works in a phone browser).
- Integrate with WhatsApp.
- Offer single sign-on or Google sign-in (email and password only).
- Collect payments from your clients or send payment links.
- Offer e-signature (built, but not switched on).
- Create proposals or engagement letters.
- Integrate with Tally or any accounting ledger, or provide audit workpapers.
- Integrate with US, UK or Australian tax software.
- Send recurring invoices or client reminder emails automatically.
- Create the next occurrence of a recurring task automatically, or apply a checklist template to an engagement in one step.
Each comparison says where the other product is stronger.
Company
- Operated by
- LinkIT Software & Services Private Limited
- CIN
- U72900RJ2016PTC056647
- Registered office
- 33, Opp. Bajoria School, Jaipur, Rajasthan 302016, India
- hello@mypract.com
- Phone
- +91 80952 41122
- Grievance officer
- Rambabu Khandelwal (hello@mypract.com)
Frequently asked questions
- What is MyPract?
- A global, AI-native practice management platform for accounting, audit, tax and advisory teams, built for cross-border teams and clients: clients, engagements, tasks, time with approvals, invoicing from approved time in each client's currency, documents, a client portal and an AI assistant bound by the same roles as people, plus a DSC register and read-only GST portal data for Indian work.
- How much does MyPract cost?
- Outside India: Startup $189/year for up to 5 users, Growing $49 and Enterprise $39 per user per year, billed annually, with a one-time setup fee for teams of 14 or fewer that is waived if you pay during the trial. In India: one plan with volume pricing, ₹12,000/year for the first 5 users, then ₹4,800 per user for users 6–30 and ₹4,000 per user for users 31+. Each rate applies only to the users in its band. A 12-person firm pays ₹12,000 + 7 × ₹4,800 = ₹45,600/year + GST. Prices exclude 18% GST and are billed annually.
- Where is MyPract's data stored?
- In your country: a paying firm outside India gets its own in-country instance. Today, with customers in India, everything runs in the Mumbai region (AWS ap-south-1) through Supabase.
- Is there a free trial?
- Yes. 3 months, opt-in, no card, and it never converts to a paid plan automatically.
- Does MyPract file GST or income tax returns?
- No. It reads GST portal data (filing status, notices, ledgers, GSTR-1, GSTR-2A and GSTR-2B) but files nothing, and it does not connect to the Income Tax or TRACES portals.
- Does MyPract have a mobile app?
- No native app. MyPract is a responsive web app that works in a phone browser.
Try MyPract free for 3 months
No card required. Never converts to a paid plan automatically.
This page is also available as plain text for AI systems: llms-full.txt.