As an accountant, it’s important not only to know your own tools within Lucy but also to understand how your clients use the platform. In this section, we’ll walk you through the user experience of entrepreneurs with a Business Pro subscription, enabling you to support and advise them effectively.
When a client logs in, they are greeted with a clear and organized dashboard that provides instant insights into outstanding purchase and sales invoices, including totals and overdue amounts. This ensures that your client always has a firm understanding of their current financial situation.
Additionally, the platform prominently displays your office details and contact information (essential for smooth communication). Make sure that the correct contact person is assigned within Lucy, ideally a general office address, so that questions are addressed quickly and professionally.