What we send you each month (the Client Dashboard).

Each month, once we finish updating your bookkeeping, we will email you a link to what we call your Dashboard. This link never changes, so you can bookmark it. But we will still email it to you each month as a way of notifying you it's been updated.

The Dashboard includes all of the links to any information we provide. This includes:

  • Your Financial Reports (Income Statement, etc.)
  • Your Transaction Details (in an easy to review and edit format)
  • Links to this Support center
  • and more...

You can share your Dashboard link with anyone you want, including your CPA, so they can access all of your bookkeeping data.

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