request.to.client
Send document requests with deadlines, tags, and secure upload links in the email.
India's #1-rated client & document management platform
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.
500+
Clients managed
10×
Faster document collection
18h
Saved every week
Trusted by 100+ firms across India
No credit card needed 14-day free trialTrusted by fast-growing teams & practice leaders
Sound familiar?
We built the exact fix.
10 workflow problems. 10 Practivo features. See each pair below.
Problem
Still chasing documents on WhatsApp?
“Please send your PAN” on a Friday night, every single season.
The Fix
One link. No login needed.
Generate a secure upload link. Clients upload PAN, Aadhaar & Form 16 from their phone, no app, no account.
Problem
500 clients in a spreadsheet?
One wrong formula away from losing a client’s entire history.
The Fix
Every client on one dashboard.
Add individual or company clients in seconds, documents, tasks and custom fields in one place.
Problem
Deadline tomorrow. Documents still not in.
No visibility on what’s uploaded, what’s pending, or who to chase first.
The Fix
See exactly what’s pending.
A per-client checklist shows what’s received and what’s still missing, at a glance.
Problem
That upload link is open, anyone can access it.
Forwarded links, wrong people, zero access control.
The Fix
PIN-protected links.
Add a 4-digit PIN, only your client gets in. Wrong PIN, no access.
Problem
Did your client actually upload?
You’ve no idea until they call asking why it isn’t filed yet.
The Fix
Clients upload from their phone.
A clean mobile page, they upload, you’re notified instantly. No app, no Google account.
Problem
How many follow-ups for one document?
Remind on WhatsApp. Call. Email. Call again. Repeat ×300.
The Fix
Auto-synced to Google Drive.
Every upload lands in the client’s Drive folder automatically, always backed up, no manual transfers.
Problem
Who’s handling which client? No one knows.
Two people on the same task while others slip through the cracks.
The Fix
Tasks assigned, team aligned.
Create tasks with priority, due date and assignee, everyone knows what’s next.
Problem
Document chaos, duplicates, old versions.
PAN_final_v2_REAL_USE_THIS.pdf. No structure, no clarity.
The Fix
All deadlines on one calendar.
Switch to calendar view and see every due date across all clients at a glance.
Problem
No record of who did what. Ever.
No audit trail, no accountability, no way to investigate anything.
The Fix
Every action logged.
Uploads, logins and deletions recorded with user and timestamp, compliance-ready.
Problem
Peak season. Inbox overflowing.
Every client asking the same thing on WhatsApp, email and call.
The Fix
Assign & track as a team.
Role-based access for owners, staff and clients, collaborate without stepping on each other.
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
Guest
Upload requested documents
- ✓Form 16
- 2Bank Statement · FY 2024-25
Drop file or click to browse
Bank_Statement.pdf
Uploading…
Secure link
practivo.in/upload/a8f3…k2m9
PIN
No login
Our
platform tools
The essentials
From request to upload → straight to your Drive.
deadline.tracker
Stay ahead of every filing and compliance deadline with automatic reminders for your team.
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
Mehta & Associates
Guest
Upload requested documents
- ✓Form 16
- 2Bank Statement · FY 2024-25
Drop file or click to browse
Bank_Statement.pdf
Uploading…
Secure link
practivo.in/upload/a8f3…k2m9
PIN
No login
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
Frequently
asked questions
Ready to stop chasing clients for files?
Set up your workspace, connect Drive once, and start sending secure upload links today.