The report module allows accountants to customize almost any part of the client report. This includes different text, custom messages, notes, and more.

Once you customize a report on any client, you can make that a firm template by clicking "Save as Template"

Once you have saved the template, you can go to any client and apply the template so the custom report uses your preferences but with that client's projection information and demographics.

Anytime you need to change the template, just make changes to the report you want, then save the template as the same name.

If you have questions about how to use templates, please reach out to support via the chat button.

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