Here at Aider, we take pride in the continuous development and improvement of our Advisory Intelligence Platform.
We value the feedback of our users, as well as other accountants and bookkeepers we work with in the industry – which is why we’ve created a brand new feature requested by our users.
‘Custom tags and filtering’
In Aider, you can now group and filter your clients by custom tags to suit your needs.
For example, you can tag and filter by:
With this new feature, you can improve your workflow efficiency by focusing on groups of clients you define. You can also compare and contrast clients within a group (e.g. Tier 1 clients in the same industry) to spot performance improvement opportunities.
With Aider’s new ‘custom tags and filtering’ tool, analysing your clients data is effortless.