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.