Can account statements be scheduled to be sent to clients at the end of each month?

The system does not directly support scheduling automatic client account statement emails at the end of each month within the system itself. However, you can manually send a client’s account statement. From the main menu, click on “Clients”, then select “Manage Clients”, open the desired client profile, click on “Statement” from the available actions, and then choose “Email to Client” to send the statement via email.