Allow for agents/account managers to see a easy year end total for tax season

I have had several clients that have reached out asking if there is an easy way for them to see the total amount they spent with me for 2025. I have pointed them to the paid invoice section of their portals, but it would be great if there was a quick year end report that they could access in their portals on their own. Thanks!

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

4 months ago

Author

Sam Parham

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