With this method, you (as the accountant) can invite the client onto the platform and then have them import all their data and review their transactions on their own. Once everything is reconciled in the transactions page, we suggest setting up a consultancy session with the client to go through and review the transactions which the client has already gone through and reconciled.

As the client is connected to the platform, it allows you and the client to share the same view and also make any final comments before generating the reports in the Get Report page.

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