Keep a client's months together
Firm plans4 steps. Each client's statements kept, encrypted so only your firm can open them, with every month checked against the next.
In Account, Client workspaces, read the five points and tick each, choose a passphrase (keep it in your password manager: we can't recover it), and choose how long statements are kept. Then type KEEP ENCRYPTED. Nothing is kept before this.
Convert them as usual, then choose Save to client above the transactions. Name the client, then each account once: files named alike bar the date are grouped. Saving needs no passphrase; it's encrypted in your browser before it's sent.
Each client has a grid of its accounts by month: green adds up, hatched is missing, and a red edge is a closing balance that doesn't carry into the next opening, however far apart you saved them.
Choose Open a saved client above the drop zone, then the client. Their statements open in the workspace, the bar says who you're working on, and new statements save to them.
Try it with your own statements
New accounts get 50 free PDF credits, no card required. CSV and Excel files are always free.