AI-native practice management for accounting, audit and tax firms
Clients, engagements, tasks, time, documents and invoices in one place, with an assistant that reads across all of it and makes changes only when you confirm. Connect Claude, ChatGPT or any MCP agent, and it works by the same rules. For firms anywhere.
No card required. Sign up from anywhere; a workspace takes under ten minutes.
Two minutes, real MyPract screens with sample data. Client identifiers in the GST scenes are blurred.
AI-native, not AI-added
The assistant uses the same records, the same permissions and the same activity log as everyone on your team. It can look anything up, and it can do the work, as long as you say yes first.
Ask a question and the assistant searches clients, engagements, tasks, time, invoices, documents and the activity log, in one go.
The assistant creates and updates clients, engagements, tasks, time entries and invoices. Each change arrives as a card, and runs only when you click Confirm.
Connect Claude, ChatGPT or any client that supports remote MCP servers. It signs in as you, uses the same tools as the built-in assistant and follows the same rules.
Connected agents
MyPract is a remote MCP server. Add it to the AI you already pay for, sign in once, and your agent can list clients, check overdue work, log time or draft an invoice, as you, with your permissions. Every change it makes carries its name in the activity log.
Priya Nair updated task “Draft management letter” through Claude
2 minutes ago · Task
Priya Nair created invoice INV-2026-0142 for Ridgeline Supply Co.
1 hour ago · Invoice
Marcus Lee logged 2.5h on “Review fixed-asset register” through ChatGPT
Yesterday · Time
Elena Ruiz moved client “Oakwood Ventures” to Trash through Claude
Yesterday · Client
Guard-rails
The rules are enforced in the app and the database, not in a prompt. They apply to the built-in assistant and to every connected agent.
The assistant and any connected agent act as you, with exactly your permissions. A Staff member's agent cannot invoice.
Every create, update, delete or restore is shown first and runs only after a click. Reads need no confirmation.
Each change is recorded in the activity log, with the agent's name when one was used. Deleted records can be restored from Trash.
AI text goes to Anthropic's Claude API. Owners and Admins can switch AI off for the workspace, and disconnect any agent.
Everything included
One data model from client to invoice, so nothing is typed twice. Every user gets every module, and the AI gets all of them too.
One record per client, with every engagement, hour, invoice and file behind it.
Audits, returns, bookkeeping and advisory work, with budgets, fees and deadlines.
List, Kanban, calendar and my-work views, with subtasks and dependencies.
Timesheets, a timer, rate rules, approvals and period locks.
Invoices from approved time, each client in its own currency.
Folders by client and engagement, versions, previews and expiring links.
Status, uploads and messages on one link per engagement. Free for clients.
Utilisation, burndown, client summaries and overdue work, to CSV.
Reads every module, makes changes after you confirm, logs each one.
Claude, ChatGPT or any MCP client, with your permissions.
Firms in India also get a Digital Signature Certificate register and read-only GST portal data.
Dashboard
Open MyPract and the state of the practice is already there: how busy the team is, what is overdue, what is waiting to be billed and what is due this week.
Or skip the screen and ask: “What is overdue this week, and who owns it?”
Clients
Legal name, tax IDs, contacts, industry and status in one record, and every engagement, task, hour, invoice and document linked to it.
The assistant can find a client, summarise what is open for them, or create a new one once you confirm.
More about clients
Engagements and tasks
Each engagement carries its client, service line, manager, dates, budget hours and fee. Work moves across a board, and nothing starts before the step it depends on.
“Create a task for Harbor Dental: request Q3 bank statements, due Friday, assign to Priya.” One confirmation, and it is on the board.
More about engagements and tasks
Time
Staff log time from a weekly timesheet or a running timer, against the task they are working on. Managers approve it, and closed periods are locked so nobody changes them later.
Tell the assistant “log 2.5 hours on the fixed-asset review” and confirm. Approval stays with a manager, never with the AI.
More about time
Invoicing
Pick a client and a period, and MyPract turns the approved, unbilled hours into invoice lines at the right rates. The time is marked billed, so nothing is invoiced twice.
Ask which invoices are overdue, or have the assistant draft the next one from unbilled time, then confirm it.
More about invoicing
Client portal
Share one link per engagement. Your client confirms their email, then sees the engagement's status, uploads documents and messages your team, from any phone or computer browser. There is nothing to install.
AI drafts your replies to client messages and summarises long threads, so the portal never becomes a second inbox.
More about client portal
Opens in your client's phone browser
Team and security
Owner, Admin, Manager, Staff, Viewer and Client each see and do only what they should. The rules are enforced in the database itself, and they bind the AI exactly as they bind people.
For firms in India
Indian workspaces also get filing status for every client with a GSTIN, portal notices turned into tasks, ledgers and GSTR-2B reconciliation, all read-only, plus a register for Digital Signature Certificates with custody and usage history.
One data model
Every task sits under an engagement, every hour under a task, every invoice on approved hours. The assistant and your agents read and write these same records; there is no separate AI copy of your data.
Import from Excel or CSV. Every row is checked before it is saved.
Tasks with owners, dependencies, checklists and due dates.
Weekly timesheet or a running timer, against the task.
Managers approve hours. Closed periods cannot change.
Approved, unbilled time becomes a numbered invoice.
For firms anywhere
Email and password, a workspace in minutes, any modern browser on any device. Firms outside India are billed in US dollars; firms in India in rupees.
Each client can be invoiced in its own currency, with your firm's details on the invoice. MyPract does not collect payments.
Data domicile by country: a paying firm outside India gets its own instance in its country, so its database, files and server functions stay in-country. Today, with customers in India, everything runs in Mumbai (AWS ap-south-1) through Supabase. Every row belongs to one workspace, isolated with row-level security.
No native mobile apps, no single sign-on, no tax-software integrations, and no filing from MyPract. The full list is on the facts page.
Everything MyPract does and does not do, in one place: MyPract at a glance.
Illustrative examples of common workflows, not customer quotes.
A partner asks the assistant what is overdue across sixty clients and who owns it, then assigns the stragglers from the same chat. Each assignment is confirmed with a click and shows up on the board.
Time logged against each engagement becomes the invoice in two clicks, so unbilled hours stop slipping through month-end.
Clients upload bank statements and trial balances through their portal link instead of email attachments, and every file is versioned.
Pricing
Every plan includes every module, the AI assistant and connected agents. Client-portal users are free. Prices are in US dollars. Firms in India pay in rupees on one plan with volume pricing.
Startup
Up to 5 users
$189/ year, flat
Growing
Up to 30 users
$49/ user / year
Enterprise
31 users or more
$39/ user / year
Teams of 14 or fewer pay a one-time $99 setup fee, waived if you pay during the trial. Plans do not renew automatically.
Anything else? Write to us from the pricing page.
Three months free. No card. Set up a workspace, add your first client and ask the assistant what to do next.