QuarterLink
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QUARTERLINK FOR ACCOUNTANTS

Your clients’ records.
Ready for your review.

Bring spreadsheet-led client work into a consistent preparation and review process. Keep each client’s records separate and trace totals back to the source.

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£19 /month or £190/year

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  • 10 client workspaces
  • Separate client records
  • Trace figures to their source

A FAMILIAR FILE. A CLEAR NEXT STEP.

Client spreadsheets. A consistent review.

Bring spreadsheet-led work into a clear preparation and review process for each client.

  1. A client passes their spreadsheet to a calculator character at the client workspace.

    Bring in client records

    Import a supported spreadsheet into the relevant client workspace, keeping each client’s records distinct.

  2. An accountant aligns highlighted rows in the source spreadsheet and the prepared summary.

    Map and reconcile

    Match the figures to the relevant fields and compare the totals with the client’s source records.

  3. An accountant examines the quarterly figures beside the source records and client authority card.

    Review the client’s update

    Check the prepared figures and outstanding warnings. Confirm the appropriate client authority before acting.

YOUR NEXT STEP

Your expertise. A clearer client routine.

A plan for a professional working with their own client list. Discuss your workspaces, review responsibilities and client authority with us.

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FOR YOUR CLIENTS

Accountant

£19/monthor £190 billed annually
  • 10 client workspaces included
  • Supported Excel and CSV imports
  • Source mapping and quarterly review

Contact us to discuss your professional account, client workspaces and team requirements.

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