With tons of team communication about client closes happening all the time, keeping track of if a clients account, if reports are ready for delivery and which version is the right one to send can get messy.
With Digits, we not only make it quick and seamless to create and share a report with a client, but through using report comments you can also gain quick team alignment around if a report is ready to be sent!
- Account manager validates that all of the reconciliation are complete for the month
- Run Digits Report in one click
- Add a comment to the report asking if the report looks good to send and tag internal team
- Internal team validate that the report looks good.
- Send to client