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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
Explain the portal to a client
A brief introduction reduces confusion during first use.
Use requests and approvals where enabled
Requests and approvals depend on the client-app extensions installed in the workspace.
Review contact login after client deactivation
Client status and contact-login status can be linked by an installed cascade module.
Troubleshoot client access without sharing secrets
Begin with the correct workspace URL and intended contact identity.
Review an AI-generated draft
A generated draft is a starting point, not an approved professional document.
Understand configured AI provider fallback
Provider order and fallback behaviour depend on the installed AI extension.
Test an automation rule
Before enabling automation widely, identify its trigger, action and possible exceptions.
Keep knowledge-assisted answers grounded
Support answers should point to maintained documentation rather than inventing interface steps.
Choose the supported database setup
The platform supports the configured managed-database and tenant-provided cPanel modes.
Keep software subscriptions separate from website packages
Website Studio packages are manually maintained marketing content.
Publish website changes with a review step
Website Studio saves changes as a draft before publishing.
Prepare for a safe plugin update
An update should start with a verified backup and a known current version.