How do I complete a client’s profile?

Open the client

Click Clients in the left menu, then click the client’s name. The tabs are Overview, Directors/KMP & Signatories, Contacts and Bank Accounts & Auditors, followed by Documents and the other tabs.

Change the client’s own details

1. Click Edit at the top right of the client page.
2. Change the details you need, such as CIN, PAN, GSTIN or the registered office address.
3. Click Save Changes.

Add a director, KMP or signatory

1. Open the Directors/KMP & Signatories tab.
2. Click + Add Director / KMP / Signatory.
3. Type the Name. This is the only required field.
4. Fill in the Designation, DIN and other details you have.
5. Tick Authorized signatory if this person signs filings for the company.
6. Click Add Director / KMP.

Add a contact

A contact is someone at the company who is not a director, such as an accountant. Their name then shows on WhatsApp chats.

1. Open the Contacts tab and click + Add Contact.
2. Type the Name, choose the Role at the company and type the Mobile number.
3. Click Save contact.

Add a bank account or an auditor

1. Open the Bank Accounts & Auditors tab.
2. For a bank account, click + Add Bank Account. Type the bank name, account number and IFSC code, then click Add Bank Account.
3. For an auditor, click + Add Auditor. Choose the type, type the name and the date of appointment, then click Add Auditor.