You can add additional contacts — such as accountants or advisors — to receive a copy of an owner's statements automatically. This is managed through the owner's contact card.
How to Add Additional Owner Statement Recipients
Open the owner's contact card from your contacts list.
Scroll to the Owner Details section.
Click + Add Contact.
Enter the name of the person or company to add.
Click Save.
To remove a contact, click the red circle next to their entry.
Once saved, the system automatically sends a copy of all future owner statements to the newly added contacts.