What is Roster

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.

Important: Plans must be added to a Roster to be available for booking.

• Related Articles

• Create and Manage Rosters

  Rosters simplify connecting plans with the right members or teams in your workspace. By grouping them into a roster, you avoid assigning plans individually. Things to Keep in Mind Plan Availability: Plans need to be added to a roster before they can ...

• Create and Manage Teams

  Teams let you organise members into groups, simplifying workflows when connecting them to plans. Things to Keep in Mind Adding Members: Members can be added or removed from teams anytime. Assigning to Rosters: Teams are added to rosters to connect ...

• Accepting Your First Booking

  Before you can begin accepting bookings, you must complete a few steps to get your workspace ready. These ensure smooth scheduling and seamless payments. Checklist for Owners 1. Enter KYC Details Enter your business and tax details. Next, link and ...