Skip to content

Help Centre

How can we help?

Answers about registration, signing in, the client portal and the staff workspace.

Try

All answers14 answers

How does a business register?Registration

Choose “Create account”, then either the full business registration (identity, constitution and partners/directors, GSTINs, compliance numbers, documents and services) or the quick registration (just name, contact and GSTIN). Either way your registration stays “pending approval” until our office reviews it.

Can I add more than one GSTIN?Registration

Yes. Add every GSTIN of the business; each is saved separately. The form checks the 15-character format and stops you entering the same GSTIN twice.

Which documents can I upload?Registration

PDF, JPG, PNG, WEBP, DOCX or XLSX files up to 10 MB each — for example GST or incorporation certificates, MSME (Udyam), ESI and PF certificates and purchase orders. Files are stored privately; they are never available through a public link.

How long does approval take?Registration

Our office reviews each registration. After you submit, signing in shows the current status of your registration and what happens next.

I forgot my password.Signing in

Use “Forgot password?” on the sign-in page. Our administrator is notified and sends you a secure link to choose a new password. The link works once and expires after two hours.

What do I sign in with?Signing in

Clients sign in with the email used at registration. Staff sign in with the login ID created by the administrator.

What can I see in the client portal?Client portal

What we need from you, work in progress, work awaiting your review, recently completed work, your services, your team at the firm, outstanding dues and your documents. Internal working notes are not shown.

How do I send a document we asked for?Client portal

Open the request under “Requests”, write a reply and attach the file. The team member who raised the request is notified.

How do I accept completed work?Client portal

Items awaiting your review appear on the overview. Open one and choose “Accept”, or send your observations if something needs to change.

How do I get a staff login?Staff

The administrator creates your login ID and gives you a one-time setup link. Open it to set your password, then complete “My onboarding” and submit it for approval. Other modules open once you are approved.

How do I mark attendance?Staff

Open Attendance and press “Mark in” when you start and “Mark out” when you finish. If you allow location access, your location at that moment is saved with the entry; it is not tracked at any other time. You can only mark your own attendance.

What goes in the timesheet and the day report?Staff

Use the daily timesheet for each piece of work: client, place, type of work, period and time taken. The day report summarises completed, new and pending work for your manager; it is pre-filled from your timesheet.

Can I delete a task?Tasks

No. Team members update the status of their tasks and add remarks. Only managers and administrators can cancel a task, and every change is kept in the task history.

What does “Waiting for client” mean?Tasks

The work cannot continue until the client provides information or documents. It is shown to the client as “waiting for information from you” if the task is shared with them.

Still need help? Talk to a person.

Call 011-47094120 or email sunildimri@ssdimri.com (Monday to Saturday, 9:30 AM – 6:30 PM).