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60 resourcesGetting started
Set up the workspace and establish a reliable first workflow.
Clients & contacts
Client records, groups, contacts and access.
Compliance & work
Work types, ownership, deadlines and bulk assignments.
GST management
Monitoring controls, GSTIN checks and provider troubleshooting.
ROC & corporate work
ROC, LLP and tax-work organisation.
Tasks & workflow
Priorities, assignments and team handovers.
Popular starting points
Workspace setup checklist
Before importing a full portfolio, review the workspace identity, administrator accounts and enabled modules.
Create a well-structured client record
Gather the identity and contact information relevant to the engagement.
Understand the Due Date Master
The Due Date Master is a working reference, not an automatic guarantee of current statutory dates.
Check GST monitoring prerequisites
Monitoring requires the appropriate GST module, permissions and provider connection.
Choose the correct ROC or tax work type
Select a work type that matches the entity and engagement rather than the closest-looking label.
Write an actionable task
A useful task explains the next action and how completion will be recognised.
Connect the intended Google Drive account
Confirm which account and storage location your practice is authorised to use.
Prepare a client invoice
Check the client, service description, amount and invoice date before sending.
Apply least-privilege roles
Give each person the permissions needed for the work they perform.
Prepare verified contact access
Decide what information the client contact is authorised to see.
Prepare an AI drafting request
AI output quality depends on clear instructions and permitted context.
Connect a custom domain safely
Domain connection involves application settings, DNS, ownership verification and HTTPS.