What does the full report creation and client commenting flow look like?

You are likely asking yourself... “Could it really be that easy?” The answer is yes, it absolutely can. With Digits Reports, share beautiful, insightful reports with your clients in seconds! Manually downloading and organizing reports into email is a thing of the past. 

Accountant Process

1. Find your client in your Accountant Portal
2. Find your client and click “Generate Report”
3. Choose which reports you want to send to your client and click “Generate”
4. Customize the executive summary and make comments on the report
5. Click the “Share” button in the top right
6. Type in your clients email and a quick, custom message to them. 
7. Click the “Share” button to send to your client

Client experience 

1. They receive a beautiful email that includes your custom message letting them know their Digits Report is ready
2. They click “View Report” and quickly create a Digits Account
3. They will receive a security verification for their email address
4. After they click “Verify Email” they will land right in their Digits Report
5. Engage and answer you directly right from the report!

Quick and easy with the whole process happening in seconds!