If your clients use Xero, bulk connection can dramatically speed up the Portfolio Review process.
Rather than connecting clients individually, you can authorise multiple businesses quickly and begin generating insights across your portfolio.
The firms that gain the most value from VFD Pro are those who connect a large proportion of their client base.
The broader your portfolio review, the more opportunities can be identified.
Follow the video below to complete your bulk connection.
See how VFD Pro helps accountants and advisors move from client data to clearer advisory priorities.
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