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Client Key Data

As an accountant or bookkeeper we understand that your head can be full of key data and dates for each client.  We also know that it can take multiple mouse clicks to navigate to the clients VAT number, company registration number or next quarter end date.

These precious keystrokes are normally punctuated by lapses of concentration and remembering what you were doing and why.  It is common.  We have tried to help by pulling the key client data together in a simple way so you don’t need to break your workflows.

When you hover over a client name from the transactions, insights or Heart Rate you can access those key bits of information.  No unnecessary clicks, no lapses in memory and no break in workflow.

To make things even easier we have added a countdown so you can easily identify how many days it is to the clients next financial year end and next quarter end.


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