Frequently Asked Questions
To save client documents, log in to your dashboard, navigate to the Document Module, and click on 'Add New Document'. Follow the prompts to upload and save the client's files securely. To organise files better, you can create folders.
Yes, you can easily create new documents from predefined templates. Just go to the Document Creator Module, select a template, fill in the required details, and click 'Create'. The document will be generated instantly.
Our Tally and GST API Integration allows seamless synchronisation with your Tally account and GST portal. Simply enter your Tally and GST credentials in the settings, and the system will automatically sync and update the relevant data.
To manage tasks, click on the Task Management Module. Here you can add new tasks, set deadlines, and assign them to your team members. You can also track the progress of ongoing tasks and mark them as complete.
In the Tax Community Module, you can connect with other tax professionals, share insights, and exchange services. This networking can lead to increased opportunities and revenue for your practice.
Clients can collaborate by logging into their personalised dashboard. They can view tasks, share documents, and communicate with you directly through the platform for efficient project management.
Clients have access to their ongoing tasks, and documents, and can view additional services offered by your firm. They can also store personal documents in their private vault and access them through web and mobile apps. My notes, Check ledger, make payments and leave feedback for you are some extra features available in the customer dashboard
Our platform offers integrated communication tools. You can send Notification(Bulk)SMS, email (Bulk), or WhatsApp messages directly to your clients through the dashboard. Just go to the Communication section, choose your method, and send your message.
Yes, our Billing module lets you manage professional service fees and track outstanding dues. You can generate invoices, receive payments, and send reminders for unpaid dues all within the platform.
There are no additional charges for any updates within your subscription period. You will receive all software updates and new features free of cost during this time.
To assign a new task, select the 'Task Management' module, click on 'Create Task', fill in the task details, assign it to a team member, set a deadline, and click 'Save'.
Yes, you can track progress by accessing the 'Task Management' module and clicking on 'View Tasks'. Each task will display a progress status that is updated by the assigned team member.
Within the 'Task Management' module, click on 'Task List'. You'll find options to sort tasks by due date, priority, or assignment, allowing you to organise your workflow effectively.
To edit a task, go to 'Task Management', find the task you wish to modify, and click on 'Edit'. Make the necessary changes and save to update the task details.
Yes, when creating or editing a task, select the 'Recurring Task' option, set the frequency, and save. The task will automatically be updated according to the chosen schedule.
To add an event or appointment, click on the 'Add Event' or 'Add Appointment' button on the calendar module. Fill in the details in the pop-up form and save to schedule it on the calendar.
Yes, the calendar provides a comprehensive view including events, appointments, to-dos, tasks, service requests, client birthdays, and employee birthdays for efficient tracking.
The compliance calendar is pre-populated with important tax, litigation, and other relevant dates. These appear automatically and help you manage deadlines effectively.
An 'Event' is for scheduled occurrences, such as meetings or deadlines, while a 'To-Do' is a task or action item that needs to be completed, without a specific time slot on the calendar.
When adding or editing any item on the calendar, you have the option to set a reminder. Choose when you want to be reminded, and the system will notify you accordingly.
Ask in the Ticket &support section, if it is universal for all tax professionals then it will be added in 24 working hours.
Absolutely. Navigate to the service you wish to modify and click 'Edit'. You can then personalize the service description to better fit the services you offer.
Any service that is 'Enabled' in your settings will be visible on the customer's dashboard, allowing them to view and avail services directly from their dashboard.
Yes, you can set and adjust the pricing for each service based on the required effort and resources. Just edit the service and update the 'Profession fees' field.
Core services are frequent services in the tax professional industry that have predefined AI forms on the platform, while Non-Core services are less frequent and can be customized with your own forms.
To update the pricing, go to the 'Manage Services' module, select the service, and enter the new price in the 'Profession fees' field. Remember to save your changes.
If a service needs to be temporarily disabled, go to 'Manage Services', select the service, and change its status to 'Disabled'. This will hide the service from client view until it's enabled again.
To enable a service for internal use, go to the service settings and select 'Enabled' for 'For Us' and 'Disabled' for 'For Customer'. This will restrict the service visibility to your internal team only.
Yes, when adding or managing services, you can specify the TAT, which will be tracked against each service execution to ensure timely delivery.
Currently, services need to be added individually to ensure accurate details and pricing.
You can highlight services by updating their descriptions with promotional messages or by temporarily adjusting their pricing to reflect special offers.
Yes, the platform maintains a log of services for each client, which can be accessed through the client's profile under the 'Services' tab.
If a service involves government fees, you can enter the details in the 'Govt Fees HSN' field when managing the service. This ensures accurate billing and accounting for such fees.
Ask in the Ticket &support section, if it is universal for all tax professionals then it will be added in 24 working hours.
Absolutely. Navigate to the service you wish to modify and click 'Edit'. You can then personalize the service description to better fit the services you offer.
Any service that is 'Enabled' in your settings will be visible on the customer's dashboard, allowing them to view and avail services directly from their dashboard.
Yes, you can set and adjust the pricing for each service based on the required effort and resources. Just edit the service and update the 'Profession fees' field.
Core services are frequent services in the tax professional industry that have predefined AI forms on the platform, while Non-Core services are less frequent and can be customized with your own forms.
To update the pricing, go to the 'Manage Services' module, select the service, and enter the new price in the 'Profession fees' field. Remember to save your changes.
If a service needs to be temporarily disabled, go to 'Manage Services', select the service, and change its status to 'Disabled'. This will hide the service from client view until it's enabled again.
To enable a service for internal use, go to the service settings and select 'Enabled' for 'For Us' and 'Disabled' for 'For Customer'. This will restrict the service visibility to your internal team only.
Yes, when adding or managing services, you can specify the TAT, which will be tracked against each service execution to ensure timely delivery.
Currently, services need to be added individually to ensure accurate details and pricing.
You can highlight services by updating their descriptions with promotional messages or by temporarily adjusting their pricing to reflect special offers.
Yes, the platform maintains a log of services for each client, which can be accessed through the client's profile under the 'Services' tab.
If a service involves government fees, you can enter the details in the 'Govt Fees HSN' field when managing the service. This ensures accurate billing and accounting for such fees.
Employee Reports
Employee Reports provide detailed insights into staff performance, workload, hours logged, and other KPIs critical for firm management.
Yes, You can export the reports by selecting the number of columns you need in the report and the Excel sheet will be generated.
Customer Reports
Our Customer Reports give you a comprehensive view of customer interactions, service usage, and satisfaction levels to help you manage client relationships effectively.
Yes, Customer reports are shown in graphs so you can easily understand and enhance your relationships with your customer
Utilize task templates by selecting from your pre-saved list when setting up a new task, streamlining the process.
Yes, recurring tasks can be configured to repeat at specified intervals, ensuring regular follow-ups and deadlines are met.
Invoicing is integrated, allowing for bill creation and invoice generation at any stage of the task, from creation to completion.
Customize task stages by setting up a structure that mirrors your service workflow, offering flexibility and control.
Subtasks are used to segment a larger task into smaller units, facilitating focused efforts and better management.
Tasks can indeed have multiple assignees, promoting teamwork and collaborative task resolution.
Assign tasks to customer groups by selecting the group which categorizes your customers, streamlining the assignment process.
Task reports provide insights into performance metrics, task statuses, and employee task distribution, enhancing decision-making.
Utilize filters to quickly navigate to tasks by different parameters, such as assignee, priority, or due date, for efficient management.
Task progress is tracked through automatic status updates, with manual adjustments required only for stage changes, ensuring up-to-date reflections of progress.
Setting a priority as low, medium, or high helps allocate resources efficiently and ensures that critical tasks are completed first.
Bulk actions include deleting tasks, changing their status, or editing details in a group, saving time when managing multiple tasks.
Yes, individual reports can be generated for each task, providing detailed insights into the progress and status of specific tasks.
Detailed filtering options in reports allow you to see the output based on various criteria such as assignee, status, priority, and more.
The platform supports bulk editing, allowing you to make changes to multiple tasks simultaneously, ensuring consistency and efficiency.
The Billing Dashboard provides an overview of your financials, including pending invoices, paid invoices, outstanding amounts, and recent transactions.
To create a new invoice, go to the 'Invoice' tab, select 'Create Invoice', fill in the necessary details like customer information, services rendered, prices, and then issue the invoice to the client.
A Proforma Invoice is an initial bill of sale sent to buyers before a work is completed or a shipment is sent. Use it to declare the value of the transaction for customs and planning purposes.
Payments received can be tracked under the 'Payments' tab where you can record, view, and manage the status of all payments.
'View Ledger' allows you to see a detailed account of all financial transactions between your firm and the client, including invoices and payments.
To issue a Credit Note, navigate to the 'Credit Notes' section, select the invoice that needs to be credited, enter the amount, and any notes for your reference.
Debit Notes can be created in the 'Debit Notes' tab whenever there are returned goods or an invoice correction increasing the amount a client owes.
Use the 'Opening Balance' tab to record the initial balance for a customer's account when starting to use this billing system or at the beginning of a financial period.
When customers report discrepancies in transactions, you can use the 'Reported Transactions' tab to review the transactions they believe are incorrect. This feature enables you to cross-verify the reported figures with your financial records and resolve any inconsistencies. It’s important to follow up with a thorough investigation to ensure accuracy and maintain trust in your billing practices.
Overdue payments can be managed by setting up reminders for customers and sending follow-up notices through the 'Payments' tab.
No
Our billing systems allow you to email invoices directly from the platform. Check the invoice creation page for this feature.
To cancel an invoice, you may have to void it or create a credit note for the full amount. Check your system's guidelines under the 'Invoice' section.
The system should be able to record various forms of payments such as cash, credit/debit card, bank transfers, UPI, and digital wallets.
Currently, customization of invoice templates is not available; however, you are provided with three predefined templates. You can select the one that best fits your requirement from the 'Invoice' section or under the settings options.
You can store any documents related to your customers, such as contracts, communication records, invoices, and other relevant files.
The storage is highly secure, with encrypted data transfer and access restricted to authorized users only to ensure confidentiality.
Yes, as long as you have internet access, you can view and manage your customer documents from anywhere.
Yes, you can share documents directly with clients through their customer portal or via email.
You can upload documents by navigating to the 'Customer Document' section and using the upload feature to add files from your device.
'Self Create Doc' allows you to generate documents using predefined templates where you can enter variable values to quickly create customized documents.
While the platform provides an extensive selection of templates for use, you have the option to craft a universal template tailored to your specific needs. Once you've created this document, you can submit it through the ticket and support system. Our dedicated team will then transform your document into a ready-to-use template within 24 business hours.
Always review your documents before finalizing them and utilize the preview function to check for errors or omissions.
The limits, if any, will depend on your subscription plan details which you can review in your account settings.
Yes, the system maintains a log of all activities, allowing you to track edits, uploads, and access to your documents.
The 'Dashboard Community' is a central hub where community members can view and manage their interactions, offers, and work exchanged within the community.
In the 'My Offers' section, you can create, view, and manage your own offers to the community, including services you can provide or job postings for tasks you need assistance with.
'Transferred Work' refers to the tasks or projects that you have delegated to others within the community. This feature tracks the progress and status of the work you have assigned out.
The 'Received Work' section allows you to manage and update the status of tasks or projects you have accepted from other community members.
The 'Community Policy' outlines the rules, guidelines, and expectations for behavior and interaction within the community. It is important to familiarize yourself with these policies to ensure a positive and productive environment for all members.
You can send bulk emails by selecting one or multiple customer groups or individual customers from the 'Send E-Mail' option within the Communications tab.
Yes, similar to bulk emails, you can send notifications en masse by selecting the desired groups or individual clients within the 'Send Notification' feature.
You can send SMS and WhatsApp messages directly to your clients. However, these are limited to one message at a time through the 'Send SMS/WhatsApp' function.
To select multiple customers, go to the communication method you wish to use, choose the 'Select Customers' option, and tick the customers or groups you want to communicate with.
Tracking features would typically be available under the communication history or reports section, where you can view the status of sent emails, SMS, WhatsApp messages, and notifications.
Carefully select the client group from the available options when setting up your communication. This ensures that your message targets the appropriate audience.
No.
Check the recipient’s contact details for accuracy and ensure that your service settings are correct. If the issue persists, contact support for assistance.
The system may have limitations for bulk sending to protect against spam. Please refer to the system's policy for specific limits.
Personalization features usually allow you to include client-specific information in messages. Look for options like 'Insert Field' or 'Customize Message' when composing your communication.
On the Customer Dashboard, you can view the range of services offered by your professionals in the ‘Core Services’ section. Each service is presented with a designated icon for easy identification.
Yes, the 'Total Outstanding Dues' section on the Customer Dashboard displays the amount you owe or are owed.
Absolutely. The dashboard provides quick links to your Total SR (Service Requests), Saved SR, Inprogress SR, and Completed SR.
For each service listed under your core services, there is an 'FAQs' button you can click to access related FAQs.
You can add personal notes in the 'My Notes' section by clicking the '+ Add Note' button.
Yes, the dashboard provides a summary of all service requests including those that are all, completed, in progress, and you can also create new service requests directly from here.
Click on the ‘Description’ button below each service listed to get more details about it.
TAT stands for Turnaround Time, which indicates the expected completion time range for each service.
The 'Make Payments' option is provided in the dashboard sidebar, which you can use to pay for services.
Use the 'Feedback' option in the sidebar of the dashboard to provide your feedback.
Yes, the 'Make Payments' feature allows you to directly settle invoices and outstanding dues from your dashboard.
Absolutely, the 'Personal Docs Vault' is designed for you to store and manage your personal documents securely.
You can use the 'Feedback' option in the dashboard to share your experience and rate the services you've received.
Yes, the dashboard provides a snapshot of all service requests with their current status under the 'Total SR', 'Saved SR', 'In progress SR', and 'Completed SR' indicators.
In the 'Core Services' section of your dashboard, click on the 'FAQ's' button associated with each service to view relevant frequently asked questions.
Yes, you can add and manage personal notes using the 'Add Note' function in the 'My Notes' section of the dashboard.
Yes, you can quickly create new service requests using the '+Create New Service Request' button.
Yes, the 'Total Outstanding Dues' section gives you a summary of your financial obligations.
The 'Switch User' option allows you to switch between profiles if you manage multiple accounts or roles.
No.