This video walks through the process of how a business owner can enter their financial data and answer qualitative questions in RISR. It provides a step-by-step demonstration of the different data entry options available, including uploading tax returns, integrating with QuickBooks Online, and manual input.
Share this video with your clients so you can help them navigate the data entry process smoothly, ensuring accurate and complete information for their business valuation and insights report.
Make sure to visit our Data Entry Best Practices article at /help/data-entry-best-practices to learn more.