Reminding clients to look at their financials should not be something you have to do but alas, not every business owner is as in touch with their financials as you would like and some may need a little extra push. Instead of having to find the right month of financials in your email alongside all of your other client email threads, Digits Reports makes this a simple process.
Through comments in Digits Reports, quickly and easily remind your clients that they have a report to look at. Using the “@” mention functionality, you can tag your client so that they receive a notification about your reminder.
No email search, no hassle. And for your client, all they have to do is click the link and be driven straight to the report.
1. Find the report you sent the client in the client portal
2. Make a comment and "@" mention your client - If they are a user on the account, they will receive a notification to come check out the comment.