User documentation

1. Create an account from Sign up and complete email verification.
2. Add the firm name and type during onboarding. Team invitations and the first client can be skipped and completed later.
3. Owners can create team invitations from Settings → Team and assign the appropriate role.
4. Add a client from Clients, then keep documents, tasks, contacts, and activity in that client context.

Start from the client file whenever work belongs to a specific client. This keeps assignments, documents, matters, and activity scoped to the correct organization and client.

Use Tasks for owned work and deadlines, Workflows for repeatable procedures, and Approvals for review handoffs available to your role.

Open Research and choose the narrowest suitable scope. Use official sources, firm material, or client context when available.

Check citations, dates, client facts, and assumptions before using an answer. For structured compliance work, Task Solver can prepare working material for practitioner review.

Upload files from Documents → Upload. Processing status appears in the product. A document may not be searchable until processing completes.

External document sources are optional and deployment-dependent. Connect only approved locations and bind only folders the firm intends to synchronize.

Government material available to the workspace can be browsed in the Tax library. Firm and client material remain separate scopes.

Owners manage subscription, payment readiness, usage context, and recorded invoices in Settings → Billing. Available plan actions depend on billing configuration.

Personal and organization security controls are under Settings → Security. Organization privacy, export, and deletion controls are available to authorized roles in Settings.

For policy details, read the Privacy policy and DPDP notice.