Reckon Conf2015 (AU / NZ) Document management and portal session 1

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VIRTUAL CABINET & CLIENT PORTAL David & Murray

Transcript of Reckon Conf2015 (AU / NZ) Document management and portal session 1

Page 1: Reckon Conf2015 (AU / NZ) Document management and portal session 1

VIRTUAL CABINET & CLIENT PORTAL

David & Murray

Page 2: Reckon Conf2015 (AU / NZ) Document management and portal session 1

SURVEY RESULTS

What do Clients and Partners Want ?

Page 3: Reckon Conf2015 (AU / NZ) Document management and portal session 1

TOP 5 RESPONSES Integrated Database User Experience Client Portal with Digital Signatures Auto Email Capture Google Searching

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Page 5: Reckon Conf2015 (AU / NZ) Document management and portal session 1

BENEFITS PROVIDED

Simple ScanningEfficient Document RoutingEasy FilingInstant Search and Retrival

Security Version ControlSecure Document Delivery

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Reckon Conf2015 (AU) Reckon One deep dive Bankdata and Projects

Reckon Conf2015 (AU) Reckon One deep dive Bankdata and Projects

Reckon Conf2015 (NZ) Easy administration in the cloud

Reckon Conf2015 (NZ) Easy administration in the cloud

Reckon Virtual Cabinet presentation at Reckon Group Conference

Reckon Virtual Cabinet presentation at Reckon Group Conference

Reckon Conf2015 (AU / NZ) Reckon One deep dive getting started with core

Reckon Conf2015 (AU / NZ) Reckon One deep dive getting started with core

Reckon Report Sep2009

Reckon Report Sep2009

RECKON APS SUITE · Cr RECKON APS SOLUTIONS ADD VALUE TO YOUR RECKON APS SUITE ADD VALUE TO YOUR BUSINESS CLIENTS The only product suite of its kind – Reckon brings you a completely

RECKON APS SUITE · Cr RECKON APS SOLUTIONS ADD VALUE TO YOUR RECKON APS SUITE ADD VALUE TO YOUR BUSINESS CLIENTS The only product suite of its kind – Reckon brings you a completely

User guide - Reckon

User guide - Reckon

Reckon One

Reckon One

ScanWriter Reckon Edition

ScanWriter Reckon Edition

New reporting framework (NZ) presentation at Reckon Group Conference

New reporting framework (NZ) presentation at Reckon Group Conference

Reckon Conf2015 (AU / NZ) Adding value with SyncDirect data

Reckon Conf2015 (AU / NZ) Adding value with SyncDirect data

Reckon Conf2015 (AU) Grow your revenue base. One-stop-shop for corporate services

Reckon Conf2015 (AU) Grow your revenue base. One-stop-shop for corporate services

Reckon Conf2015 (AU) Elite in the cloud

Reckon Conf2015 (AU) Elite in the cloud

Reckon Conf2015 (AU / NZ) Transitioning to a paperless office

Reckon Conf2015 (AU / NZ) Transitioning to a paperless office

Taps.by Reckon Intro

Taps.by Reckon Intro

Reckon Conf2015 (AU) Business intelligence on the go

Reckon Conf2015 (AU) Business intelligence on the go

Reckon Conf2015 (AU / NZ) Moving your clients to the cloud

Reckon Conf2015 (AU / NZ) Moving your clients to the cloud

Reckon Point IPS Demonstration

Reckon Point IPS Demonstration

AC-Reckon 2002-2011

AC-Reckon 2002-2011

Reckon Conf2015 (AU) Grow your bookkeeping firm learn from your peers

Reckon Conf2015 (AU) Grow your bookkeeping firm learn from your peers