The advantage of completing your file notes in Nod is that the information you collect in early meetings can be seamlessly transferred to other document types, like a Statement of Tax Advice or Annual Report. No more double-data entry!
File notes are also important because they should demonstrate your thought process in coming to the advice you decided to give, an important set of documents for you to refer back to should the need ever arise.
Keeping your file notes in a digital document platform like Nod has the added benefit of reducing your firm's impact on the environment as well as ensuring you can access your notes in the cloud wherever you are and from any device.
This Accounting File Note template is great for accounting firms of all sizes, looking for a better way to complete and organise their file notes.
Ditch unnecessary data entry tasks by using this Nod File Note Template; our smart automation tech will seamlessly copy your data into subsequent documents for that client.