I've spent the last year getting myself au fait with Clearbooks and now feel a bit more confident enough to go further than just asking clients to send their bank statements in csv format.
Some still leave it to the last minute for the VAT returns so I am looking at using the Yodlee integration.
But I'm a bit shy of just telling clients - they may think I'm being permitted to get into their account.
How did you ask clients? I dont want the process as I can get that from Clearbooks just advice as to how you put the system in place