Follow these step-by-step screenshots to use TaxSpanner's email-like ticket management with sophisticated MIS and analytics of ticket status.

1. Login as a Team Member

2. You do not have sufficient permissions to view this page, contact your Team Lead.

4. Enter Subject here Enter client’s Email id here
Scroll Down

5. Enter email Content here

6. Scroll Down

8. Tickets created for Clients

9. Email in Client’s email client

10. Client’s Response

11. Click on Ticket received in Helpdesk

12. Client’s Response
Scroll Down

13. Team member’s response
Select ‘Closed’ if ticket is to be
closed with this response

16. 1st time Query from a Different Client
created from their email client

17. Click on Query received in Helpdesk

18. Client’s Query

19. MIS of Tickets
Check all Options under ‘Status’
and ‘On Hold’ above