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SYNCDIRECTAutomated, anytime access to client data

THE ISSUE

How to streamline processes across a range of technologies?

THE RESPONSE

ONE LEDGER

“THE ACCOUNTANT DOES ALL PROCESSING IN THE SAME SYSTEM AS THE CLIENT”

APS CONFERENCE 2013 One Ledger Realities

One Ledger Pros:

-More efficient

-Reduced re-keying of data

-Single source of truth

-No alignment journals

-Client collaboration and advisory opportunities

-Anytime access to data

APS CONFERENCE 2013 One Ledger Realities

One Ledger Cons:

-Less efficient

-Unable to get all clients on one system

-Perception of value and fee pressure

-Consistency and quality of reporting output

-Separate process, skills and training required

-Lack of integration to internal workflows

-Commoditisation – difficult to differentiate

(Tax, working papers, document management)

ONE PROCESS

“THE ACCOUNTANT PROCESSES ALL CLIENTS USING THE SAME ACCOUNTS PRODUCTION SYSTEM”

SOFTWARE DEMONSTRATION

DISCUSSION AND QUESTIONS?

Data Analysis – Benchmark vs. Industry Average

Data Analysis – Ledger KPIs

Data Analysis – Client Fees vs. Performance