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Accounting firm
Silverbirch Hill CPA
Legal and professionalComplianceDimensionsAgents in your dataLinks to anything
Jasper Montague is the practice manager at Silverbirch Hill CPA, a six-person firm, and he uses this to keep every license, insurance policy, security plan, inspection tag and file review that an auditor or inspector might ask for dated, current and sliced by kind and status.
What it makes
- 4 tables
- 5 views
- 1 form
- 2 sets of dimensions
- 1 digest
- 1 dashboard
- 1 drill-down
- 1 notification
- 1 agent