How do I connect your software with ClearFacts for multiple clients?
To set up the connection with ClearFacts, a separate ClearFacts login for each client is typically required. It is also possible to use a single ClearFacts login for the accounting firm, but this will only allow a connection for one account due to ClearFacts' limitation on the number of connections per login.
To connect multiple client accounts using an accounting firm's ClearFacts login, a special accounting portal is needed. This portal provides access to various client accounts and allows for a single connection setup with ClearFacts, which can then be used for multiple client accounts from within the portal.
If you don’t have an accounting portal yet, it is free for accounting firms. Request your accounting portal through the ClearFacts website.
Setting up the connection with ClearFacts
In the portal, go to "Connections" > "ClearFacts" and activate the connection.
Then, go back to the client account in the portal, and you will find an option to activate the ClearFacts connection for the client account (via the "Activate" or "Overwrite" button).