Reckon Conf2015 (AU) Elite in the cloud

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Transcript of Reckon Conf2015 (AU) Elite in the cloud

RECKON ELITE ONLINE

David Francis & Matt Bambrick

ABOUT US

David Francis – National Sales Manager Matt Bambrick – National BDM

RECKON ELITE BACKGROUND

Reckon Elite is the complete Tax, Compliance and Practice Management solution for accountants - whether you are a sole trader or a growing practice.

Over 1.5 Million Tax Returns lodged per year

Practice Management

Tax

Ledger

Assets

TimeCost/TimeSheets

Advance Docs

RECKON ELITE BACKGROUND

PRACTICE MANAGEMENTCore of the programDatabaseManage LodgmentsJob Workflow & TrackingClient Reporting

TAX All Tax Years back to 2001 All forms BAS, IAS, FBT Worksheets

LEDGERFull set of Financial reports

Ledger to Tax integration

Export BAS

ASSETSComprehensive Asset Manager

Import to Ledger

Reporting

TIMECOST / TIMESHEETS

Custom Invoicing

WIP

Debtors

Reporting

AUSTRALIAN BUSINESS IS CHANGING

Cloud

Clients want more

New techChanging workforce

WHAT IS THE CLOUD?

Internet Based Centralised data storage Online access to files and services anywhere and anytime

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CONSIDERATIONS

Security of data

CONSIDERATIONS

Security of data

Location of data

LOCAL COMPANY LOCAL DATA

CONSIDERATIONS

Security of data

Location of data

Ownership of data

WHAT’S THE PROCESS?

We convert your current database

Generate Secure login and password

Access Reckon Elite via any internet connected device.

JOURNEY TO THE CLOUD Easy to transition

No re-training

Tax Years all the way back to 2001

Same program, with secure, flexible access

Case Study – Beta Client 20+ Users across Australia

One central database

Hosted by Reckon – no servers required.

Secure and controlled access

Scalable performance – 2,500+ clients

WHAT’S INCLUDED?

Reckon Elite Accounts Pack

Desktop version for off-line work.

MS Office Integration

Secure Access and Back ups

QUESTIONS?