Accounting Ideas

have a general note section

to keep record of any communication you have with director or any other staff.

keep record of what has been done and what is remaining to do for future reference or other staff.

  • Guest
  • Apr 21 2023
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  • Guest commented
    30 Aug, 2023 12:08am

    it would be great to have a notes page for each client,

    1. where we could have a to-do-page where all can access

    2. a calendar as well, for setting date reminders.

    3. maybe even attach spreadsheets or letters then the accountants can copy them to their files.

    it would allow us to keep all the relevant paperwork all in one place.