Great, you made it into Digits! Now its time to experience the magic of generating your first report, the speed of analysis and the elegance of sharing reports with your clients!
- Find your client in your Accountant Portal
- Find your client and click “Generate Report”
- Choose which reports you want to send to your client and click “Generate”
- Customize the executive summary and make comments on the report
- Click the “Share” button in the top right
- Type in your clients email and a quick, custom message to them.
- Click the “Share” button to send to your client