Using IRIS KashFlow Connect, you can easily sub-divide your clients that are listed in IRIS KashFlow Connect into groups and/or assigning them to managers. This means that you can view client lists and run reports on particular groups rather than on all clients. You can also set up multiple Charts of Accounts, with (for example) default options for sole traders and another for limited companies.
You can use IRIS KashFlow Connect to see when each of your clients last logged in and how many times they have done so; this is a great way of making sure they are keeping on top of their books!
When you click on a client from the list within IRIS KashFlow Connect, you can also access:
Using IRIS KashFlow Connect and KashFlow allows you to view your clients’ most recent accounting data instantly, meaning you no longer have to wait for shoe boxes of paperwork or backups and data files to be sent to you by email.
This saves you time and hassle, allowing you to be more proactive in helping and advising your clients.
KashFlow is famous for its ease of use, but if you do have any issues KashFlow offers both you and your clients:
You can use IRIS KashFlow Connect to co-brand KashFlow accounts with your own logo and branding, which helps to build client loyalty and increases the perceived value of the other services you provide to the client. You can also use a piece of code to allow clients to log in via your own website.
We also provide you with:
IRIS KashFlow Connect is completely free. And your clients will love you.