Your Account
Username:
Email:
Mobile:
Role:
Firm Snapshot
Firm:
GST:
Secret Code:
Subscription:
Days Left:
WhatsApp Messages: -
Role Counts
Firm Owners
0
Employees
0
Clients
0
Firm Total Storage
-
Client Storage Usage
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Employee Storage Usage
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Firm wise usage
Total system usage:
-
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Recent Activity
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User Management
| Name | Username | Mobile | Role | Firm | Status | Last Login | IP | Actions |
|---|---|---|---|---|---|---|---|---|
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Firms
| Name | GST Number | Secret Code | Subscription | Days Left | Members | Owner Limit | Employee Limit | Client Limit | Storage Limit | File Limit | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Contact Requests
| Title | Mobile | Message | Status | Request Date | Actions | |
|---|---|---|---|---|---|---|
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Employees
| Name | Username | Mobile | Status | Actions |
|---|---|---|---|---|
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Documents
| Document | Identifier | Narration | Status | Request ID | Created | Latest Version | Total Size | File Type | Requested By | Client | Firm | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Document Requests
| Request | Client | Status | Created | Due Date | Docs | Actions |
|---|---|---|---|---|---|---|
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| Request | Requestor | Client | Status | Created | Due Date | Docs | Actions |
|---|---|---|---|---|---|---|---|
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| Request | Requestor | Client | Status | Created | Due Date | Docs | Actions |
|---|---|---|---|---|---|---|---|
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| Request | Firm | Requestor | Client | Status | Created | Due Date | Docs | Actions |
|---|---|---|---|---|---|---|---|---|
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Clients
| Name | Username | Mobile | Status | Actions | |
|---|---|---|---|---|---|
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Client Activity Timeline
Activity timeline coming soon.
Client Stats
Search and open client-specific analytics.
| Client | Username | Action |
|---|---|---|
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