Replies posted by ksquared5

2 Replies

ksquared5
Advisory Board
ksquared5Advisory Board

Client Portal OptionsNew

Absolutely! PDFs would be a great start! Eventually maybe csv’s, word-excel files/google files

3
Michael
1 year ago
shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Cash Basis ReportingNew

Would definitely be needed as most of my client’s will file their taxes based on a cash basis reporting, and prefer seeing cash basis for their P&L’s most of the time.

28
R
Advisory Board
1 month ago

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