I’ve used online factfinds from Cashcalc and Fincalc. Both systems allow you to accept/modify any changes to a submitted factfind before accepting them.
With Plannr, any mistakes by the client go straight in.
There should be an option to validate additions/changes before accepting them.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
2 months ago
Kenny Gahagan
Get notified by email when there are changes.
Accepting Feedback
Feature Request
2 months ago
Kenny Gahagan
Get notified by email when there are changes.