How does DataShare work?

DataShare connects to your online or locally installed accountancy package, using the login credentials you provide, to extract and transmit financial data via a secure internet connection to a central system that normalises the data and presents it in a series of standardised reports to your Client Manager.

Using our push technology, you will initiate and grant access for a brief one-time connection (unless using the scheduled upload functionality) allowing our software to share a “read only” snapshot of your accounting data, encrypt it, and transmit it to us so we can begin your engagement. Which means:

• Push Technology : One-way connection ("read-only"). This means that it allows your data to be copied, but won't have any effect on your system nor write onto it.
• Brief one-time connection: DataShare only creates a temporary connection whilst it uploads the data. After the upload, connection is closed and the piece of software that you downloaded to set-up this connection (vClient), is removed from your system.
• Click here for more information about DataShare Security

DataShare requires only Microsoft .NET and a web-browser to run – most modern computer systems will be able to run the solution without any further installation or technical support.