Getting Started as a Service Partner
What the Fingaon Workspace gives your practice and how to get running.
The Fingaon Workspace is your practice operations home — services, clients, requests, quotes, delivery, invoicing, and settlements in one place.
Your Account Home surfaces the work that needs attention across your practice, prioritised for you.
Account Home — prioritised work across your practice.
- 1
Set up your practice
Add your firm profile and, if registered, your GSTIN. See Set up your practice.
- 2
Publish services
List what you deliver so clients can find you. See Add services.
- 3
Invite your team
Add members with the right roles. See Team & firm management.
The Fingaon Workspace.
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Getting Started
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Set Up Your Practice