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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
Organise client documents consistently
Consistent file naming makes later retrieval easier.
Review document sharing
A document link may grant more access than intended.
Protect credential-vault access
Credentials should have tighter controls than routine client notes.
Troubleshoot a document connection
A connection problem may come from authorisation, destination access or the provider.
Record a payment against the right invoice
Payment records should explain why an invoice balance changed.
Review outstanding collections
An outstanding report is useful only when invoice and payment data are accurate.
Keep practice billing separate from software subscription
Client invoices describe your practice’s services. SaaS subscription invoices describe your software purchase.
Correct a billing-record mistake safely
First identify whether the invoice, payment or association is wrong.
Review workspace association when editing a user
User identity and workspace association must remain consistent.
Troubleshoot a missing module menu
A missing menu can be caused by a role, package access or module configuration.
Remove access when a team member leaves
Review application access and external-provider access together.
Give a staff member Website Studio access
Website Studio uses the SaaS landing-page permission on the master installation.