Can you send me certain documentation or information regarding my client's financials?

Every month, after we finish updating your client's books, we email them a link to their Dashboard.

This Dashboard has links to their financial statements, bank statements, and QuickBooks file. Please request the link from your client, and bookmark it so that you always have access to it.

That is the extent of the information we have on file. So for anything else you require (additional figures, backup, etc.) you will need to request it directly from the client.

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