All features
Team and roles

The right access for everyone in your firm.

Invite your team by email. Partners manage clients and approve returns; staff work on the clients assigned to them. Client connections to the GST portal and marketplaces are set up by your team, not by the client.

At a glance
  • Owner, partners and staff roles
  • Staff see only their clients
  • Portal and marketplace connections set up by your team
How it works

Team and roles, step by step

  1. 01

    Invite

    Send an invitation; they join your firm with one click.

  2. 02

    Assign

    Give staff the clients they work on.

  3. 03

    Work

    Everyone sees exactly what they need.

In detail

What you get

One firm account

All your clients live under one firm account; each person belongs to one organisation.

Settings in one place

Team, preferences and plan under Firm settings.

Questions

Good to know

Is there a limit on staff?

Ask us on the contact page about plans for your firm's size.

Run your GST practice like a raja.

Set up your firm, add your first clients by GSTIN and let them upload. Their GSTR will be ready to file in minutes.