Help & Support Center

Everything you need to know about managing your practice and corporate compliance on Lexmify.

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CATEGORIES

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Getting Started

How to add a new company

Navigate to Practice > Clients and click "Add Client". Choose type "Company" to ...

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Configuring your firm profile

Go to Administration > Settings to update firm details, PAN, GSTIN, and branding...

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Managing your team

Invite staff members and assign roles like "Accountant" or "CS" in the Team sect...

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Compliance Engine

Auto-generating compliance calendar

The system automatically creates GST, TDS, and ROC tasks based on incorporation ...

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Tracking overdue items

Use the Compliance Dashboard to filter by "Overdue" or "Due Soon" status....

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Setting up client notifications

Enable email alerts in Settings > Notifications to automatically nudge clients....

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Corporate Governance

Scheduling board meetings

Go to Governance > Meetings and click "Schedule". The system checks for 7-day no...

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Generating digital minutes book

Once a meeting is completed, use the "Record Minutes" tool to generate signed PD...

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Online voting & resolutions

Create a resolution and send it for voting. Directors can vote via their dedicat...

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Tax & GST

Filing GST returns

Upload GSTR-1 and 3B data. The system tracks filing status directly from the por...

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TDS return management

Manage quarterly TDS filings for clients including Form 24Q and 26Q....

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AI Secretary (GenAI)

Crafting resolutions with AI

Use the AI Secretary to generate legal text for Board Resolutions or Agendas ins...

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AI Compliance Summaries

Get simplified summaries of complex circulars or legal notifications....

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