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← All Practice Playbooks•Rollout•8 min read

Roll out ClientSpace across your CA firm in 7 days

A structured timeline for transitioning your partners, managers, articled assistants, and clients onto Pyngyn smoothly.

Day-by-day practice onboarding plan

Day 1: Import client master records and PAN/GSTIN profiles. Day 2: Configure team members and reviewer permissions. Day 3: Set up standard compliance templates. Day 4-5: Run pilot engagements. Day 6-7: Invite clients to their branded portals.

Practice Implementation

Put this playbook to work in your practice.

Pyngyn ClientSpace comes pre-configured with standardized statutory templates, PBC checklist automations, and multi-tier partner review gates designed for CA and accounting firms.

Ready when you are

Stop managing the tool. Start shipping the work.

See PYNGYN run a real project in 30 minutes, and let AI handle the project management busywork.

30-minute walkthrough · Tailored to your team · No commitment