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Grow your client relationships

Presenter Host

Gurpreet Dadwal Salman Rahman

Chris McCormack

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Agenda

1. Client setup and review

2. Navigating around MYOB Practice

3. MYOB Practice - Setup

4. Implementing MYOB Portal in your practice

5. MYOB Advisory – differentiate your compliance services

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Client Setup & Review

Clients created within MYOB AE/AO are migrated to MYOB Practice using MYOB contacts sync service.

MYOB AE/AO client details to review assisting in transitioning to MYOB Practice

▪ Client contact details

▪ Client contact responsibility

▪ Client extras

▪ Client documents tab

▪ Client associations

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Client Setup & Review

Clients contact details are migrated for access from within MYOB Practice.

▪ All phone numbers

▪ All client addresses

▪ Primary email address

▪ Client date of birth

▪ Client A.B.N. & A.C.N.

***More details to be converted in the future.

Client Contact Details

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Client Setup & Review

Client Contact Responsibility

Clients contact responsibility is migrated from MYOB AE/AO to MYOB Practice.

These details can be used in monitoring documents and tasks sent for client attention.

Client Extras

Clients extras are not migrated from MYOB AE/AO to MYOB Practice.

These can however be used as tools to meet practice’s reporting needs within MYOB AE/AO for:

▪ Identifying clients to target for introduction to MYOB Portal,

▪ MYOB Portal implementation within the practice

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MYOB Practice - Navigation

The link to your practice

data and extended

processing workflow in

the cloud.

MYOB Practice provides

a number of different

functional areas with

additional planned

expansion.

MYOB Portal - a secure

online document

collaboration solution for

both your practice and

your clients

1. Clients

▪ Clients – Client details & portal management

▪ Transaction Processing (online files on Dashboard)

▪ Tasks (via MYOB Portal)

▪ Documents (via MYOB Portal)

▪ Compliance (Online forms – Activity Statements & FBT, Assets)

▪ Advisory

2. Practice

3. Settings

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MYOB Practice - Setup

MYOB Practice can be customised with your practice’s branding. The setup includes configuring:

▪ Practice information

▪ Payment profile

▪ Portal

▪ Practice defaults

▪ Email notification

▪ MYOB contacts migration

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MYOB Practice - Setup

Practice Information - Portal

Portal settings include configuring the practice details to be displayed when accessing client interface.

These settings also include configuring:

Portal website – this website is the link configured to access the portal client interface. The website can be configured with

name https://XXXXXXXX.portal.accountants, where

XXXXXXXX can be defined by the practice with alpha numeric characters.

Practice alias – the setting is configured as an additional persona who can receive all incoming notifications from client activity, e.g. the Name of the Practice.

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MYOB Practice - Setup

Practice defaults - Email notification

Email notifications can be configured to include practice’s branding and email disclaimers in all email notifications sent to clients notifying action required on various tasks assigned to clients for attention.

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MYOB Practice - Setup

MYOB contacts migration

MYOB practice is configured by default to display client details based on data stored within MYOB AE/AO, this means in order to access client information practice’s MYOB AE/AO server has to be connected to the internet for access.

MYOB’s recommendation is to enable the sync service, to ensure client details are also stored and synced across to MYOB practice.

The service can be synced from MYOB AE/AO by following the menu path Maintenance → Maintenance Map → Online → Activate Contacts Migration.

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Implementing MYOB Portal

A secure online document collaboration solution for both your practice and your clients

Accessible via a browser on any connected PC, mobile or tablet device

- Safari, Microsoft Edge, Google Chrome, Mozilla Firefox

MYOB Practice Portal Access Interface

▪ Automatically integrated with practice data

▪ Enables creation and management of client portals

▪ Processes end-user invitations for portal access

▪ Supports portal document publishing

▪ Provides optional document electronic signature

support

▪ Document Manager Integration (if installed)

Client Portal Access Interface

▪ Common logon to one central location

▪ View/comment on documents published by practice

▪ Download documents from portal

▪ Electronically sign documents with approve/reject

process

▪ Upload documents to the practice

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Implementing MYOB Portal

Independent notification between parties managed through standard email created by MYOB Practice

All notifications are sent from mail@apps.myob.com with practice name and branding

Practice

comment

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Implementing MYOB Portal

Practice

**Each AE/AO

client can only be

linked to one portal at any

time

**

AO/AE clientCITI005

AO/AE clientCITI004

AO/AE clientCITI003

AO/AE clientCITI002

AO/AE clientCITI001

Adams Family Group

Husband, Wife, Children

Directors, Trustees, Bookkeepers, Partners

AO/AE clientCITI001

AO/AE clientCITI002

Mr & Mrs Citizen & Citizen Co Pty Ltd

Husband & WifeAO/AE clientCITI003

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Implementing MYOB Portal

Practice

**Each AE/AO

client can only be

linked to one portal at any

time

**

AO/AE clientSMIT002

Smith Company

AO/AE clientCITI001

Smith & Citizen SMSF

AO/AE clientCITI007

John Citizen

AO/AE clientCITI002

Jane Citizen

Director

Bookkeeper

Business Owner

Business Owner

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Implementing MYOB Portal

Publish - select and transmit a document(s) from MYOB AE/AO to the client’s secure portal in pdf format

Request Signature - optional request that a published document is signed by one or more portal end-users

Task - the electronic wrapper added to a document to control and manage the additional electronic signature

workflow

Upload - documents transmitted to the client’s secure portal but maintaining the documents native file format

MYOB Portal – Key Terminology

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Implementing MYOB Portal

Task creator – receives all email notifications on task updates by end-users

Practice alias – all incoming email notifications are also copied to the practice alias (Settings - Portal)

Administrator – receives all email notifications when end-users upload documents not related to a task

Send as – all email notifications are sent on behalf of assigned staff member (eg partner/manger/practice)

Notify list – receives a copy of the email notification on task updates by end-users

Full access user – practice’s client with full access to all documents published to the portal

Contributor – individuals with access only to documents shared with them

MYOB Portal – Key Practice Roles

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Implementing MYOB Portal

▪ Each client from MYOB AE/AO can only be linked to 1 portal at a time

▪ End users portal credentials are defined by their email address

▪ Each client portal may have any number of end-users configured to access and action documents, these are

identified using their email addresses

▪ Multiple signatories can be notified when documents are uploaded/published

▪ Only task allocated end users can approve or reject published documents

▪ While there is no limit on number of client portals or documents that can be shared between the practice and

clients, there is a restriction on a size of document uploaded/published at a maximum of 18 MB

▪ AE team security permissions flow through to MYOB Practice

MYOB Portal – Key Guidelines

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Implementing MYOB Portal

Client Extras tab can be configured with information to track which clients can be targeted to introduce to

MYOB Portal.

This can be done by setting up an extra list for client correspondence methods with values as:

▪ Client to Collect

▪ Email

▪ Post

To create an extra list within MYOB AE/AO more information can be found on MYOB Online Help.

MYOB Portal – using extras to manage client profile

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Implementing MYOB Portal

While implementing MYOB Portal, clients progress can be tracked using following stages in client extras:

▪ Invited – practice’s clients that we have had a conversation with to introduce portal

▪ Accepted – practice’s clients who have accepted to sign on with MYOB Portal

▪ Setup Complete – practice has created the portal of these clients with a welcome pack uploaded with

signature requested on the welcome pack

▪ Confirmed – practice’s clients have signed and accepted the welcome pack triggering a notification on

conformation.

MYOB Portal – using extras to manage client profile

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Implementing MYOB Portal

How will you adapt processes for outgoing documents with Portal?

▪ Identify potential clients for an initial Portal trial

▪ Early adopters/technology advocates/current jobs within practice

▪ How will the practice target clients to introduce the new Portal processing concepts

▪ Will the practice want to identify clients that have accepted the email invitation to use the Portal

▪ Invite and publish a document requesting an electronic signature as confirmation

▪ How will the practice manage situations where clients share the same email address

+ More than charts and tables

+ Advisory made easy

+ Set your practice up for

success

+ Prepare and share advisory

reports across your clients

Essentials and AccountRight

files in minutes

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Summary

Grow your client relationships

▪ Maintain your AE/AO database in preparation to transition across to MYOB

Practice

▪ Setup MYOB Practice to meet practice’s needs with MYOB Portal

▪ Transform your client communication with MYOB Portal

▪ Learn how to run advisory reports for all your online MYOB clients

▪ Learn how to differentiate your compliance services by including Advisory

Reports

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Additional Help Resources

MYOB Practice MYOB Practice Help: http://help.myob.com/wiki/display/MP

MYOB Practice FAQ: https://help.myob.com/wiki/x/IRGEAQ

Getting Started: https://help.myob.com/wiki/x/BhGEAQ

Keeping your data secure: https://help.myob.com/wiki/x/ARGEAQ

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Additional Help Resources

MYOB Portal Create Client Portals: https://help.myob.com/wiki/x/JRGEAQ

Create Portal Users: https://help.myob.com/wiki/x/KhGEAQ

Add a Client to an existing portal: https://help.myob.com/wiki/x/5uU6Ag

Edit a Client Portal: https://help.myob.com/wiki/x/JxGEAQ

Remove a Client Portal: https://help.myob.com/wiki/x/GBGEAQ

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Additional Help Resources

MYOB Portal View a List of Client Portals: https://help.myob.com/wiki/x/JBGEAQ

Help for Your Clients: https://help.myob.com/wiki/x/AxuEAQ

FAQ for your Clients: https://help.myob.com/wiki/x/8xqEAQ

How Can Clients Sign Documents: https://help.myob.com/wiki/x/9xqEAQ

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Additional Help Resources

MYOB Advisor MYOB Advisor Help: https://help.myob.com/wiki/x/Q5GyAQ

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Additional Help Resources

AE/AO Clients and Contacts in AE/AO: https://help.myob.com/wiki/x/DC_EAQ

For Non-Document Manager users on AE:

Moving to new Explorer View in Documents: https://help.myob.com/wiki/x/qwZ3AQ