How Catalyst Platform works: from client books to an approved report

Every client, every month. The information is held in South Africa, apart from some files that prod keeps in the EU for now. The accountant approves everything before it reaches a client or a service provider.

Client data is held in South Africa, apart from some files prod keeps in the EU for now. Practice Connects client's Xero Automatic, nightly Books sync and tidy Catalyst Platform Health check, findings Accountant Reviews and approves Client Receives the report If a service provider may help Client consents Service provider Gets agreed data only Offer comes back to the accountant