Your practice.
Finally, connected.
Clients, compliance, documents, billing and your team — a clearer way to run the work behind your expertise.
Clients overview
Built around the way professionals work.
Expertise should not get lost in the follow-up.
Bring scattered work into a connected operating picture.
Scattered spreadsheets
Client records with context
Endless status messages
Clear work ownership
Hard-to-find documents
Connected document workflows
Forgotten collections
Invoice and payment visibility
Meet your practice command centre.
One connected view of the work, the people and the next action. The preview below is illustrative; your enabled workspace screens may differ.
Tasks overview
Interactive illustration • Sample data only • Not a live tenant session
A connected toolkit.
Not another disconnected app.
Explore the core workspace and specialist extensions. Availability is marked on each feature.
Client Management
A connected record for every client, contact and engagement.
Explore the workflowCompliance Management
Plan compliance work around clients, owners and deadlines.
Explore the workflowRoc Tax Work
Organise ROC, LLP, ITR and tax-audit assignments.
Explore the workflowGst Monitoring
Keep monitoring aligned with active client engagements.
Explore the workflowDocument Vault
Keep client files connected to the work they support.
Explore the workflowBilling
Manage invoices, payments and outstanding follow-up.
Explore the workflowKeep every commitment in focus.
Plan recurring compliance work, organise ROC and tax assignments and review GST follow-up with the relevant installed modules.
Compliance overview
Every client comes with a story.
Keep it together.
Bring client details, contacts and engagement context into the same working space.
Clients overview
Give your documents a proper home.
Connect the right storage account, organise client files and review who can access them. Keep sensitive credentials out of everyday notes.
Documents overview
A team that knows what comes next.
Keep ownership, handovers and role permissions clear without turning every conversation into another status request.
Tasks overview
Work delivered.
Collections in view.
Create client invoices, record payments and follow up with the right context. Keep your practice billing separate from your software subscription.
Billing overview
Make a better start
on your next draft.
AI-assisted drafting can help your team move faster where the AI extension is enabled. Your professional review remains the final step.
Ai overview
Different expertise.
The same need for clarity.
Find the workflow that fits the way you serve clients.
Chartered Accountants
Client service, tax work and collections — in one daily rhythm.
Find your workflowCompany Secretaries
A connected workspace for ROC, LLP and governance engagements.
Find your workflowAdvocates
Keep clients, engagement tasks, documents and professional billing connected.
Find your workflowTax Professionals
Organise recurring client commitments with clearer ownership and follow-up.
Find your workflowGst Professionals
Keep your GST client portfolio and follow-up workflow in view.
Find your workflowConsultants
A repeatable delivery system for a growing advisory practice.
Find your workflowMultidisciplinary Firms
One shared operating picture across different professional service teams.
Find your workflowBring clients closer to the work.
Give verified contacts the portal features enabled for their workspace — without exposing the internal back office.
Portal overview
Connected by design.
Controlled by your practice.
Choose the configured tools and permissions your team needs.
Communication
Coordinate email and configured messaging workflows.
Explore the workflowGoogle Drive
Connect the storage account intended for your workspace.
Explore the workflowSecurity
Independent tenant data and controlled access.
Explore the workflowCustom Domain
Connect your domain through a guided setup.
Explore the workflowA more organised tomorrow
starts with a small first step.
Start with a pilot workflow, then bring the team together.
Choose your workspace
Discuss the capacity and modules that match your practice.
Set up a pilot
Add a small group of clients and test a complete workflow.
Bring your team together
Invite people with the right roles and expand deliberately.
The right fit for your practice.
Clear capacity. Clear scope. Manually maintained package information.
Starter
For small practices starting with a structured client workspace.
- Up to 10 CRM clients
- Dedicated tenant database
- Core practice workspace
- Knowledge Base access
Professional
For growing professional practices that need more capacity and connected workflows.
- 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.
- Flexible practice capacity
- Expanded workspace capacity
- Advanced practice workflows
- Custom domain eligibility
- Priority onboarding
Confirm subscription scope, applicable taxes and final billing terms before purchase.
Learn the product.
Build a better practice.
Focused help, operational guides and practical checklists — all in Credbit Practice’s own Knowledge Hub.
Workspace setup checklist
Before importing a full portfolio, review the workspace identity, administrator accounts and enabled modules.
Read the article clients contactsCreate a well-structured client record
Gather the identity and contact information relevant to the engagement.
Read the article compliance workUnderstand the Due Date Master
The Due Date Master is a working reference, not an automatic guarantee of current statutory dates.
Read the articleA few things worth knowing.
Clear answers before you get started.
Who is Credbit Practice for?+
Professional teams managing client work, including CA, CS, tax, legal and consulting practices. Choose the modules that match your actual workflow.
Are all advertised modules included in every workspace?+
No. Core tools and optional extensions are distinguished on the feature pages. Confirm the modules and limits in your actual subscription before purchase.
Is the Knowledge Hub separate from True Files?+
Yes. This is the Credbit Practice product documentation and practice resource hub. It does not publish private True Files knowledge-base records.
Can I use a custom domain?+
Supported domain setup includes DNS guidance, ownership verification and hosting/SSL checks. Availability depends on your configured subscription.
Do website prices change an existing subscription?+
No. Public package names and display prices are manually managed website content. Actual subscriptions and invoices remain in the separate SaaS billing system.
Can the team review the product before subscribing?+
Use the product pages and illustrative tour, or book a demo to discuss the workflow and modules required for your practice.
More clarity.
More room for your expertise.
Discover what a connected practice could look like for your team.