New feature added to Aider: ‘custom tags and filtering’

New feature added to Aider: ‘custom tags and filtering’

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. 

What’s the new feature? 

‘Custom tags and filtering’

How does this feature work?

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:

• Service level,
• Who does the reconciliation and GST filing,
• Offices and teams,
• And more!

What benefits does this feature have for advisors?

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.

‍Need some assistance with your Aider account? 

Book a training session with our friendly team.