Client report pack as one PDF
Reporting · PDF pack for the client
Hand over your figures in one neat file. Tick the reports you want, such as management accounts, balance sheet and year-end checklist, and Statemint bundles them with a cover page. You can also build a read-only pack for your accountant to review.
What you can do
- Choose the financial year
- Tick Management Accounts, Balance Sheet and Year-end Checklist as needed
- Add a cover page to the PDF
- Prepare a view-only pack for your accountant to review
- Send clients one tidy document instead of several
Who it's for
Available to business accounts. Sole traders · Limited companies · Accountants & bookkeepers
Included in your plan
Every plan includes every feature for its business type, so Client Report Pack is part of your plan. See pricing.
Related features
Management AccountsMonthly management viewBalance SheetAssets, liabilities & equityYear-end ChecklistLock & sign off the yearTrial BalanceDebits & credits by accountTransactionsBrowse & categoriseExpensesTrack business expenses
More Reporting features · All features