Tech Tip: Explain data discrepancies before a revision request even happens

Written by on August 9, 2022

Sometimes you know when you’re going to get a revision request before you send your report to a client. With QuickSource insights, you can write up comments in QuickSource, and push them to a custom addendum using the E&O.

Watch this one-minute video to see how to save yourself from revision requests. 

Learn more about QuickSource’s features at Joel’s upcoming webinar on Monday, August 22 at 2 PM CST. RSVP to claim your spot now.