Using Transaction Review to WOW and advise your client

Introducing Transaction Review to your clients

The best way to introduce your clients to Digits Transaction Review is by sending a few transactions for them to review. This will invite them into their Client Portal which will not only provide an opportunity to get those questions answered, but will also encourage them to view their most recent financial reports and executive summary all in one place! They will see the most important business details you’ve selected, see any transactions or action items that need their review, and can hop into any of the reports you’ve shared with them.

Sharing Transaction Review with your Clients

Spreadsheets for coordinating uncategorized transactions is a horrible experience that no one enjoys. While some tools have been built that focus solely on uncategorized transactions, Digits has built Transaction Review into a seamless experience for you and your client. Your client can view your questions on transactions and their latest monthly or quarterly report all from one dashboard (and on their mobile device). 

In addition, your clients don’t need to remember another username or password when using Digits. They can simply log-in to view the transactions and reports using Digits Magic Links. Once logged in, they have access to everything you’ve made available via their Client Portal.

Advise your clients through their Client Portal

With all of the information in one place, your job as an advisor is made so much easier! You can highlight key performance indicators such as a client’s income, expenses, top clients and more. Your client has an at-a-glance view of their business while being able to access your advice and insights in any of the reports you’ve created for them.