One of the Most Inexpensive Timesavers for Bookkeepers
Use Cases and Deployment Scope
Pros
- Obtaining transactions specific information from clients
- Receiving documentation from clients
- Syncing with QuickBooks Online
Cons
- Some of the bulk update features seem a little clunky to me
Return on Investment
- It saves time drafting emails to clients with long lists of questions
- It allows clients to provide answers quicker which keeps my workflow moving
