This video walks through the process of generating Dividend Statements using CorePro within ChangeGPS. It provides a step-by-step guide to streamline the workflow for accountants, ensuring accurate and compliant dividend reporting for clients.
Agenda
Accessing CorePro – Navigate to the CorePro platform and locate the dividend statement feature.
Inputting Dividend Details – Enter the required shareholder and dividend distribution information.
Generating Statements – Use CorePro’s automation tools to produce compliant dividend statements efficiently.
Review and Export – Check for accuracy before downloading or sharing the statements with clients.
Efficiency & Compliance – CorePro ensures dividend statements are generated quickly, reducing manual work and minimising compliance risks.
Presenter
Scott Peeler-Hammond
New Member Consultant
Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales. He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.