Upload the Client’s Documents

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• Upload the Task Documents

  Open the Task dashboard. Click on the Serivce name. Open the Document tab. You can drop or upload the Documents such as GST Acknowledgement, ITR Submission file, Audit reports etc.

• Create New Client

  Log in to the Dashboard Open the client panel, click on (+ New) button or just click (+) marker next to the clients menu. Enter all basic details of the client (Name, Type, Mobile number, Email, Address, PAN, GSTIN, etc). Select a Group (if any ...

• Add or Edit Client Custom Fields

  Add New Client Custom Filed Go to Settings and open “Client Custom Fields.” Click on the “+New” button and enter the Field Name. (Eg. DIN, CIN, TAN, Father Name, etc.) Select the Field Type (input for a text field or select for a dropdown). If you ...

• Packages and Client Packages

  What are Packages? Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with ...

• Assign User to Client with Particular Service

  Go to the Client dashboard. Open a client and click on the "Service" tab. Click on the pencil icon next to "Recurring Services." Click on "Configure Users" that appears next to the service name. Choose the user(s). The task will be auto-assigned to ...