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 so you can see 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 so you can see their financial history and trends.