Access Tax

Learn how to refresh your client data in ATO SmartDocs via a direct connection to your APS Software.

Data Refresh APS (Contacts+)

Data Refresh APS (SQL)

Data Refresh CCH iFirm

Data Refresh MYOB Practice Manager (formerly GreatSoft)

Data Refresh Handisoft Classic

How to refresh client data from Handisoft SQL

Data Refresh Handisoft SQL

Follow these steps to refresh your LODGEiT data.

Data Refresh LODGEiT

How to refresh your client and tax data from MYOB AE or AO

Data Refresh MYOB AE and AO

Follow these steps to refresh your Xero data.

Data Refresh Xero

Data Sync or Refresh

Hub Data Management is where you upload and manage your client data.

Hub Data Management

Learn how to refresh your Kloud Connect data in ATO SmartDocs

Data Refresh Kloud Connect

How to refresh your client data in ATO SmartDocs

Data Refresh

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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