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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
Choose a safe rollout sequence
Start with client records, then contacts, work assignments, documents and billing.
Invite your first team member
Decide which client information and configuration the person needs to access.
Review available modules
Website feature descriptions cover core tools and optional extensions. Not every workspace has every module.
Prepare data before onboarding
Clean client names, identifiers and contact details before entering or importing data.
Use client groups for portfolio work
Groups help your practice work with a defined set of clients.
Understand client deactivation
Deactivation should preserve historical records while pausing the current relationship.
Verify a client contact before enabling login
A contact record and an internal team user are different access relationships.
Check for duplicate client records
Duplicates can split work, files and billing history across multiple records.
Prepare a bulk work assignment
Bulk actions can multiply a small selection mistake.
Review work ownership
An assignment needs a clear accountable person and a next action.
Handle a changed deadline
A master-date change and an existing assignment are not always automatically linked.
Close work with supporting evidence
Completed status should reflect completed work, not merely a reminder being dismissed.