Save time managing clients
When you’re managing hundreds, sometimes thousands of clients it can be challenging to update the same information across multiple tools. With our XPM integration, you can easily sync clients' contact details across both solutions, meaning changes made in one place are updated across both pieces of software, saving you time.
Have confidence in your client records
When managing the same information in multiple, disconnected systems it’s easy to have discrepancies in client information. When connecting XPM and Connectworks you can confidently know that you’ve got the same, accurate information across both pieces of software with our two-way sync, giving you peace of mind when it comes to trusting the information you hold on file.
Reduce the need to chase clients
We know spending time chasing clients is one of the biggest pain points – so why make it even more difficult by not having the most up to date, and the same information across your accounting technology stack. By integrating Connectworks and XPM you can make changes in one place, giving you the peace of mind no matter which tool you’re using you’ve got the same information on hand.
