PracticeStacks - Practice Automation Suite
https://practicestacks.in/ · Workflow & Planning
Media
3 items
Description
Save LinkedIn profiles as leads in your PracticeStacks account and auto-fill saved client logins on government portals. PracticeStacks Extension does two jobs for a professional services firm, without leaving the browser. 1. Save a lead from LinkedIn. Open a profile, click the extension, and the name, headline, company and profile link are saved as a lead in your PracticeStacks account — no copy-paste into a spreadsheet. 2. Sign in to a client's portal. Credentials your firm already stored in PracticeStacks are typed into the login form of the portal you are on, such as a client's GST or income-tax account. You still review the page and complete the captcha and OTP yourself. The extension also checks portals you are already signed in to for new notices and surfaces them in your PracticeStacks dashboard, so nothing is missed between logins. Requires a PracticeStacks account — sign in once from the extension popup. Data handling: captured profile data and filled credentials go only to your own PracticeStacks account. Nothing is sold or shared.
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