Using KashFlow to maximise efficiency for clients

As a business owner, managing your bookkeeping and payroll can be a time-consuming task.

However, it’s essential to keep your financial records up to date for compliance purposes and to make informed business decisions.

Fortunately, we work with KashFlow which helps simplify the process.

In this blog post, we’ll explore the benefits of using KashFlow and why we love working with them.

Real-time Collaboration

KashFlow allows us to store our clients’ bookkeeping and payroll data securely online. This means we can collaborate with them in real-time, share information and have 24×7 visibility of their financial health. As a result, we can stay on top of our client’s financial records and identify potential issues before they become problems.

Branding and Style

KashFlow can be configured to match the look and feel of our client’s website and brand. This means our clients’ online experience will reflect their brand and style, helping to reinforce their company’s identity and professionalism.

Control and Integration

Through a feature called ‘KashFlow Connect’, we’re able to manage our customers’ KashFlow experience, share reports and add subscribers. 

Essentially, it’s our own ‘mission control’ for KashFlow. This level of control helps you to ensure our client’s financial records are accurate and up to date.

By integrating with IRIS, we can gain a complete picture of our client’s business, including all work carried out to prepare taxes and accounts, as well as their real-time bookkeeping data in KashFlow.

Get in touch with us today

We’d love to talk to you about how KashFlow can help you.

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