Learn how via a 1 minute YouTube video: https://youtu.be/u9JcgFxo58s

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

Once the client has imported all their data in the Import Data page, they may also then head to the Review 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 in the Import Data page.

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