How to collaborate effectively with your accountant on financial data

How to collaborate effectively with your accountant on financial data

This task can be performed using LeapCount

Simplify Your Accounts with LeapCount

Best product for this task

LeapCo

LeapCount

accounting

The platform that helps business owners collaborate with accountants, automate journals, track AR/AP.

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What to expect from an ideal product

  1. Share your financial documents securely in one place so your accountant can access everything they need without endless email chains
  2. Set up automatic journal entries that reduce manual data entry errors and keep your books current between meetings
  3. Track your accounts receivable and payable in real-time so you and your accountant stay on the same page about cash flow
  4. Give your accountant direct platform access to review transactions and make adjustments without waiting for you to send updates
  5. Create a central workspace where both you and your accountant can leave notes, ask questions, and discuss financial decisions as they happen

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