Client Management
Keep client profiles, contacts and service history organized in one place.
Clients
Built for modern professional practices
Run Your Entire Practice from One Intelligent Workspace.
Manage clients, compliance, tasks, billing and documents with one secure workspace built for growing professionals.
Dedicated workspace
Guided setup
Secure by design
Good morning
128Clients24Due this week91%On track
Practice overview
Today
GST review10:30 AM
Client follow-up12:00 PM
ROC filing3:15 PM
Work on trackEverything has an owner
Secure workspaceDedicated to your practice
Practice operating system
Everything your practice needs
One connected system from client onboarding to compliance delivery.
Compliance & Tasks
Plan recurring work, deadlines and team accountability without missing a date.
Billing & Invoices
Create invoices, monitor payments and understand the health of your practice.
Secure Documents
Connect Google Drive and keep every client document available to the right people.
Team Workspace
Assign work, control access and collaborate through one shared operating system.
Intelligent Assistance
Use connected insights and AI-assisted workflows to work faster and more consistently.
Built around your profession
Designed around professional work
Adapt Credbit Practice to the way your team serves clients.
CA & Tax Professionals
Chartered Accountants
Manage accounts, tax, audit and recurring client commitments.
CS & Compliance Teams
Company Secretaries
Coordinate ROC, governance and entity-level compliance work.
Legal Practices
Advocates
Organize matters, clients, documents, tasks and professional billing.
Advisory Firms
Consultants
Create a repeatable client-delivery system as your practice grows.
From signup to control
Get started in three simple steps
Choose a plan, create your workspace and bring your team together.
- 01
Choose your plan
Select the workspace capacity that fits your practice.
- 02
Create your workspace
Credbit Practice prepares your secure, dedicated environment.
- 03
Invite your team
Add clients, assign work and start delivering from one place.
Simple, flexible pricing
Simple plans that grow with you
Live plans and prices are always synchronized with Credbit Practice.
Starter
For small practices starting with a structured client workspace.
Free
- Up to 10 CRM clients
- Dedicated tenant database
- Core practice workspace
- Knowledge Base access
Popular
Professional
For growing professional practices that need more capacity and connected workflows.
Contact us
- Flexible practice capacity
- Client & compliance workspace
- Documents and billing
- Team permissions
- Selected add-on modules
Practice Plus
For larger or multi-disciplinary practices that need broader operating capacity.
Contact us
- Flexible practice capacity
- Expanded workspace capacity
- Advanced practice workflows
- Custom domain eligibility
- Priority onboarding
Frequently asked
Frequently asked questions
Everything you need to know before starting.
Still have a question? Talk to usWho is Credbit Practice for?
It is designed for CA, CS, legal, tax and consulting practices that need one connected client and work-management system.
Is each workspace separate?
Yes. Every tenant receives an isolated workspace and the database option selected during onboarding.
Can I use my own domain?
Yes. Eligible plans can connect a branded domain after DNS verification and SSL activation.
Can I change plans later?
Available plan and billing options are shown in your subscriber account.
Your next working day can feel simpler
Ready to simplify your practice?
Create your Credbit Practice workspace today.