Another way accountants can manage their clients is to invite the client onto the platform and then get them to import their data themselves.

Once the client has imported all their data to the Import page, they may also then head to the Transactions page to take the first few steps in the reconciliation process to ensure that they have resolved any ‘Suspected Missing Imports’ errors. These errors usually come from any wallets or exchanges that the client has forgotten to import on the Import page.

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