Overview #
Welcome to the Papercare help section. This guide explains how to use the My Assistant feature. My Assistant helps you answer accounting, finance, tax, bookkeeping, client data, and Papercare-related questions using AI.
Step 1: Open My Assistant #
From the left navigation panel in the Firm Dashboard or Client Dashboard, click on “My Assistant”.
This will open the My Assistant page.
Step 2: Ask Your Question #
Type your question in the chat box.
You can ask questions related to:
Accounting
Finance
Tax
Bookkeeping
Your client’s books
The Papercare platform
Press Enter or click the Send button to submit your question.
Step 3: Attach a File #
If you want My Assistant to analyse a document, click the Pin icon.
Browse your computer and select the file you want to attach.
Step 4: Select an AI Model #
Choose the AI model that best suits your requirements.
Different AI models may provide responses based on different capabilities and use cases.
Step 5: Generate a Report #
If you want the response in a report format, enable the Generate Report toggle before submitting your question.
My Assistant will generate the response in a structured report format.
Step 6: Review the Response #
Once your question has been processed, My Assistant will display the response in the chat window.
You can continue the conversation by asking additional questions or submitting a new query.
If you have any further questions or need additional assistance, please contact our support team