‘Missing Paperwork’ takes Practice Platform to another level by providing you with a simple way to identify any missing documents from your client’s accounting package.
As cloud bookkeeping continues to grow, it’s important that bookkeeping processes keep up and can ensure the quality of information and service. Since the introduction of Practice Platform, accountants and bookkeepers have been able to measure key metrics on how their clients and bookkeeping operations are performing, allowing accountants to not only improve their productivity but also ensure the quality of their service.
This new metric is designed to help you to make missing paperwork a distant memory. Within the Bookkeeping View of Practice Platform you can see at a glance the percentage of transactions in your client’s accounting software with no digital file attached.
Simply click on the metric to produce a report of transactions without an attachment. Download and share this report with your clients as a PDF to ensure missing paperwork at the end of the month is a thing of the past.
Make Practice Platform your superpower and ensure your client’s information is complete.