Reckon Conf2015 (AU) Elite in the cloud
25
RECKON ELITE ONLINE David Francis & Matt Bambrick
-
Upload
reckon -
Category
Presentations & Public Speaking
-
view
886 -
download
0
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
?
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?
