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User Guide
Everything you need to know to make the most of Papilio.
What is Papilio?
Papilio is a cloud-based collaboration software — your office on the internet — designed specifically for Chartered Accountant firms. It unifies client management, service tracking, time logging, expense recording, document storage, and financial reporting into a single platform.
All work in Papilio flows through a clear hierarchy:
Clients → Services → Tasklists → Tasks
Pain Points Solved
- Missed Deadlines — Automatic tracking of compliance due dates (GST, ITR, Audits).
- Lack of Visibility — Real-time dashboards showing task status and ownership across the firm.
- Fragmented Communication — Centralised messaging linked directly to specific tasks and services.
- Manual Repetitive Workflows — Reusable templates for recurring service types.
- Document Management Chaos — Secure central repository (Vault) for all client files.
- Inefficient Time Tracking — Structured weekly timesheets with chargeable/non-chargeable separation and manager approval.