Clients
Counts = open requests. Requests are auto-generated from sample uncategorized / Ask My Accountant transactions and expenses ≥ $75 without receipts.
Outstanding requests
| Type | Request | Status |
|---|
Reminder schedule
Reminders stop automatically once all items are received.
Secure link · no login
Your bookkeeper needs a few items to close the month.
Questions? Reply to the reminder email. Support: [email protected]