Fantastic, you have sent a Digits Report to your client. That was easy! How they have already taken a look at the report and asked you a question in the report! Wow, it is super nice to not have to dig through historical context or find the right file to look at to answer their question. I just need to click the notification and I am taken directly there, in line with the right financial context!
Â
Â
Â
- Login to your Accountant Portal
- Either click on the notification to go directly to the comment or go to the report you know the comment is in.Â
- Explore and deep dive as necessary to find the answer to your clients question
- Once you have the answer, go back and reply to your client and "@" mention them in your response.Â
- Your client will then get a notification that the response came through!