Help · CA practice mode
How to use the CA practice dashboard
New in v0.20: see your clients' compliance, approvals, uploads, health and fees in one place, and assign staff to each client.
Who can do this: CA firms whose clients have given them practice access.
Steps
Step by step
- Open Practice.
- Review each client's compliance status, pending approvals, uploads and health.
- Track fees per client.
- Assign your staff to clients.
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support