Connect to client data stored in third-party software

Many of your clients will use third-party software to keep track of their bookkeeping records, tax information, and customer records.

Having the ability to connect directly to your client's software of choice allows you to have up-to-date information on their financial status, as well as get a clear picture of how they are managing their business financially, so you can offer them valuable advisory services.

View client financial data from Xero

Subscription to IRIS Elements Tax (Professional plan) required

Find out how to connect to your client's Xero account for an executive summary of your client's financial information.

View client advisory data from Xero

Subscription to IRIS Elements Tax (Professional plan) required

Find out how to access the advisory feature in your client's record to analyse financial history and trends.

Connect to QuickBooks™

Connect to QuickBooks from the Client connection manager widget on the client dashboard.

Import trial balance data from QuickBooks directly into IRIS Elements Accounts Production.

Connect to IRIS KashFlow Connect

Connect to IRIS KashFlow Connect from the Client connection manager widget on the client dashboard.

Import trial balance data directly from into IRIS Elements Accounts Production.