How Can We Help Your Firm Today?
Comprehensive guides, video walkthroughs, and dedicated technical assistance. Self-serve documentation and priority support channels for partner firms.
Knowledge Base Categories
Getting Started
Account setup, master client import from Excel, firm profile configuration, and user invitation.
Managing Staff Permissions
Configuring Role-Based Access Control (RBAC), scoping article access, and review hierarchies.
Setting up Client Portals
White-label branding, automated WhatsApp request links, and digital sign-off configuration.
Invoicing & Billing Setup
Hourly rates, milestone billing triggers, GST invoice templates, and payment gateway sync.
2-Minute Quick Tutorials
Bite-sized step-by-step walkthroughs to get your team productive immediately.
Importing Client Masters & PANs
Bulk upload your firm's client portfolio from spreadsheets in under 2 minutes.
Configuring Compliance Pipelines
Set up multi-tier review chains for Tax Audits and GST return filing.
Dispatching WhatsApp Doc Requests
Send frictionless PBC document collection links directly to client finance teams.
Need Priority Technical Assistance?
Priority support portal for partner firms needing immediate system adjustments, custom integration assistance, or peak filing season standby.