First Steps (Service Partner)
Set up your practice and be ready to receive and deliver client work.
Welcome to the Fingaon Workspace. A few setup steps make you ready to receive requests and get paid.
- 1
Set up your practice
Add your firm profile, GSTIN (if registered), and branding. See Set up your practice.
Next →Publish what you offer.
- 2
Publish services
Add the services you deliver so clients can find and request them. See Add services.
Next →Requests start arriving.
- 3
Invite your team
Add team members with the right roles so work can be assigned.
Next →You are ready to quote and deliver.
The Fingaon Workspace, your practice operations home.
Tip
Bringing existing clients with you? You can add them directly and invoice without waiting for a marketplace request.