Rosters help you organise who can serve specific plans in your Workspace.

Rosters by Function

Your workspace serves Tax advisory, Secretarial advisory & Legal advisory and consists of Chartered Accountants (CA), Company Secretaries (CS) and Lawyers. You can create three rosters:

• Roster One: CAs serving Tax advisory plans.
• Roster Two: CSs serving Secretarial advisory plans.
• Roster Three: Lawyers serving Legal advisory plans.

Rosters by Expertise

Your Tax advisory offers Audit and Tax Filing services. You can create two rosters:

• Roster One: Members or Teams serving Audit plans.
• Roster Two: Members or Teams serving Tax Filing plans.

Rosters are a great way to organise work by functions, expertise, and more.