Help Center

How can we help?

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Getting started

Sign up, pick a pack, and get your firm live.

›Create your firm & verify email ›Choose your compliance template pack ›Invite staff and set roles
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Importing clients

Bring your existing client list from Excel.

›Download & fill the import template ›Fixing validation errors ›Update vs create on re-upload
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Tasks & reviews

How tasks generate and move through review.

›How recurring tasks are generated ›Submitting work & the review loop ›Reassigning and bulk reassignment
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Billing & plans

Subscriptions, client bands and invoices.

›Add or remove team members ›GST & payment methods ›Storage: what is included and what counts ›Cancelling & getting your data back
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Security & data

Credential vault, roles and the DPDP Act.

›Using the credential vault ›Roles & who sees what ›Getting your data back
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Clients & employees

The client centre and Form 16 distribution.

›Giving a client portal access ›Requesting documents securely ›Distributing Form 16 to employees

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