Create billing ledger rows from received YTD P&L emails

Your incoming YTD P&L emails often arrive with attachments and unrecorded tax prep totals that stall client billing and tax readiness. Save attachments and push formatted totals into your billing ledger so client billing is ready before the next statement.

Create billing ledger rows from received YTD P&L emails

Overview

Create billing ledger rows from received YTD P&L emails