How do I connect your software with ClearFacts for multiple clients?

To set up the connection with ClearFacts, you typically need to use a separate ClearFacts login for each client. It is also possible to use an accounting firm’s ClearFacts login, but this will only allow a connection for one account due to ClearFacts' limitation on the number of connections per login.


To set up a connection for multiple accounts using an accounting firm's ClearFacts login, you will need an accounting portal. This portal provides access to various client accounts and allows you to establish a single connection with ClearFacts, which can then be used for multiple client accounts from within the portal.


Don’t have an accounting portal yet? It is free for accounting firms. Request your accounting portal through the website.


Setting up the connection with ClearFacts

In the portal, go to "Connections" > "ClearFacts" and activate the



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 (using the "Activate" or "Overwrite" button).