Guides, troubleshooting and human support.

Add the client's profile with PAN/TAN/GSTIN and business details, assign staff, and the system creates a full workspace, Books, GST, TDS, Income Tax, Payroll and Practice Management, with every module activated in minutes.

Every client gets a dedicated AI agent trained on that client's own documents, ledgers and compliance history. The agent drafts, staff review, and staff approve, every time.

Drag and drop bank statements, invoices, registers, salary sheets or notices into the client workspace. The AI agent extracts and classifies the data automatically.

From firm settings, invite staff by email and assign firm-level, staff-level or client-level roles.

Role-based access controls let you scope exactly what each staff member and client contact can see, per module and per client.