Automate Your Monthly Statement Reminders
Getting the monthly statements from our clients can be a huge pain in the a$$. And, when you don’t get them in a timely manner, not only does it delay you in getting your work done…it can create a domino effect when you have to shift all your work around once you FINALLY do get the statements.
Wouldn’t it be nice if you received all of your statements at the beginning of the month with no emailing or follow-up required? It just happens automatically!