Hey everyone,
I'm a bookkeeper managing about 35 clients, and I'm drowning in
the manual work of sharing reports with clients each month.
Right now my process is:
- Export P&L, Balance Sheet, Cash Flow from QBO as PDFs
- Upload to Google Drive folders (one per client)
- Email each client: "Your reports are ready in the Drive"
- Field 10-15 follow-up emails: "Where's the folder again?"
"Can you re-send August's report?" "I need my tax docs"
It's eating up 8-10 hours a month and feels really unprofessional
compared to how I want my firm to look.
**What I'm wondering:**
1. How do YOU currently share reports with clients?
2. What's the most annoying part of your current process?
3. Have you found any tools that actually work well for this?
4. If you use something, what does it cost and is it worth it?
I feel like there has to be a better way than what I'm doing, but
I don't even know what options are out there beyond Drive/Dropbox.
Would love to hear what's working (or not working) for you all!
Thanks in advance
