User guide
How to use the client portal
Five steps from sign-up to a completed filing. Works on a phone or a computer.
1Create your account and log in
- On the home page click Get Started. Enter your name, mobile number, email and a password.
- Next time, use Client Login with the same email and password.
- Forgot the password? Click Forgot password? on the login page, or ask our desk to send you a reset link.
- Open Business profile and add your PAN, GSTIN and address so that invoices carry the right details.
2Order a service
- Click Order a service. Pick a category such as GST related or Income tax related, then press Select on the service you need.
- Monthly and annual plans are shown below the categories.
- On the confirmation page, check the price and the list of documents to keep ready.
- Choose Pay after verification (no advance) or Pay now, tick the box and press Place order.
3Upload your documents
- Open the order from My orders. Under Documents, choose a file and press Upload. Repeat for each file.
- Photos from a phone camera are fine. PDF, image, Excel, Word and ZIP files up to 10 MB are accepted.
- Uploaded the wrong file? Press the bin button next to it, then press again to confirm. Files can be deleted until work starts.
- Hide the first eight digits of your Aadhaar before uploading.
4Pay
- If you chose to pay after verification, wait for the message Documents verified. A Pay button then appears on the order.
- Open the invoice, scan the QR code with any UPI app, or transfer to the bank account shown. Pay the exact amount.
- Type the reference number (UTR) from your payment app and press I have paid.
- We match it with our bank statement. Your receipt then appears under Invoices and payments.
5Track, approve and download
- The order page shows each stage: documents, in progress, your review, completed.
- When the status is Your review needed, check the working we shared and press Approve and file. Nothing is filed without your approval.
- Use Messages on the order to ask questions. Your account manager replies there.
- Acknowledgements and reports appear under Documents, grouped by order. Use the search box and filters to find a file later.
- Compliance calendar lists your upcoming due dates if you are on a plan.
Cancelling and refunds
Open the order and choose Cancel this order at the bottom right. Before any payment there is no charge. After payment, the refund depends on how far the work has gone; the amount is shown before you confirm. See the refund policy.