Having amazing success growing your accounting firm has some pitfalls and one of them is keeping your clients organized in one place for easy recall of the most pressing details. Context can be spread everywhere and takes time to remind yourself every month what any specific client cares about.
With Digits Reports you have an easily accessible client organization tool that allows you to seamlessly access what you have sent your client and when you sent it. Making it extremely easy on a client by client basis find what you sent them historically and pull up any historical context needed for the upcoming month.
1. Find your client in the client portal
2. Go to your most recent month's/QTR/Annual reporting package
3. Look at what highlighted in the executive summary previously
4. Check if there are comments from the client about augmentations moving forward or questions to take into account this period in the report
5. Prepare to send this current months reports