It is very easy to use and navigate between different sections of the platform. The ability to view individual shareholder accounts is great for any owner that may not be involved with the company on a daily basis. Sometimes it can take up to an hour or more to load a report.
I would suggest making sure you have the correct email setup. Make sure that when sharing a report or uploading data, your email address is set appropriately. For my small business our monthly reports are very easy to…
