After inviting all your team members, the next step will be to import all your clients and there pending tasks in eProcessify. It will be very tedious to add clients and there task one at a time.
eProcessify provides quick import through an excel sheet. Perform the following step in order to import the excel sheet.
Click on the ORGANIZATION NAME on the top right corner of the Dashboard to navigate to the organization.
Navigate to the Setup tab on the organization page.
Click on "this template" link to download the excel sheet template in which you can fill up all your client details.
Fill up the excel sheet as per the columns it has. You will need to enable the GST services which are applicable to each client.
post filling up all the client details in the excel format, click attach to upload the client list on eProcessify.
Click on import to finish the process.