Client connection manager widget
The Client connection manager widget on the client dashboard allows you to connect to your client's third-party software. You can connect to IRIS KashFlow Connect, QuickBooks, and Xero.
Link a client to IRIS KashFlow Connect to import trial balance data directly from IRIS KashFlow into Accounts Production.
Connect a client to Xero to populate the Xero and Advisory tabs on the client record.
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