Intuit Online Document Exchange Save time and money with a secure online connection to your accountant March 18 - 2009

Who Am I? Suzy DeLine Senior Marketing Manager Intuit’s Accounting Professional Division My “Big Y” - to help Intuit develop products that can help accountants be more profitable and productive. Other products I work on: Accountant Work Exchange (workexchange.intuit.com) Saved Time Contest (accountant.contest.homestead.com) I have 2 kids, one husband, two pets (gekkos) My facebook picture

Suzy DeLine

Senior Marketing Manager

Intuit’s Accounting Professional Division

My “Big Y” - to help Intuit develop products that can help accountants be more profitable and productive.

Other products I work on:

Accountant Work Exchange (workexchange.intuit.com)

Saved Time Contest (accountant.contest.homestead.com)

I have 2 kids, one husband, two pets (gekkos)

Agenda What is Intuit Online Document Exchange for? How does it work? What is in it for me?

What is Intuit Online Document Exchange for?

How does it work?

What is in it for me?

Current State

Time Paper Postage Paper Lack of Security Paper Time Delivery Lack of Security Lack of Organization

Time

Paper

Postage

Paper

Lack of Security

Paper

Time

Delivery

Lack of Security

Lack of Organization

The Ideal State I need a method of document exchange that is: Fast Secure Inexpensive Easy to set up and use

I need a method of document exchange that is:

Fast

Secure

Inexpensive

Easy to set up and use

How can Intuit help?

Intuit Online Document Exchange Helping accountants and their clients gain productivity with a secure centralized paperless connection to share important documents Save Time and Money More efficient interactions (ie, no last minute scrambles) Peace of Mind

Helping accountants and their clients gain productivity with a secure centralized paperless connection to share important documents

Save Time and Money

More efficient interactions (ie, no last minute scrambles)

Peace of Mind

Online Document – Technical Details No limit on number of files, amount of storage or time documents can stay online. 100MB limit on individual file size Browser support only for Internet Explorer 6.0 and above

No limit on number of files, amount of storage or time documents can stay online.

100MB limit on individual file size

Browser support only for Internet Explorer 6.0 and above

How Does It Work?

What will it look like? Simple folder structure – both you and your accountant can upload. Your accountant might upload Prior year returns checklists You could upload W2, 1099, Payroll information…

Simple folder structure – both you and your accountant can upload.

Your accountant might upload

Prior year returns

checklists

You could upload

W2, 1099, Payroll information…

What will it look like – your invitation to start

Completing Setup 4693-4901-8835-4329 1234 Initial Validation Screen

Logging In

Logging In

Secure Vault View

Uploading Files

Vault View - 2

Setting Up Intuit Online Document Exchange

Service is available for FREE through Pilot Program Sign up at http://Accountant.intuit.com/ode

Sign up at http://Accountant.intuit.com/ode

Recap Accountants and their clients spend a lot of time exchanging documents – an area we’d like to help make more efficient. IODE helps increase productivity with a secure centralized paperless connection between accountants their customers Firms can access and modify their sites at any time Accountants and clients can upload files to the secure Vault to exchange information It is currently in a Free Pilot Program – through May 31 st .

Accountants and their clients spend a lot of time exchanging documents – an area we’d like to help make more efficient.

IODE helps increase productivity with a secure centralized paperless connection between accountants their customers

Firms can access and modify their sites at any time

Accountants and clients can upload files to the secure Vault to exchange information

It is currently in a Free Pilot Program – through May 31 st .

Thank you! Any questions or thoughts, please let me know! [email_address] Or follow me at Twitter – I am suzyatintuit In particular, if you and your accountant use this service to help streamline your engagement – I’d love to know how it goes. (& have them enter the contest on p. 2 … they could win $1000!)

Any questions or thoughts, please let me know!

[email_address]

Or follow me at Twitter – I am suzyatintuit

In particular, if you and your accountant use this service to help streamline your engagement – I’d love to know how it goes.

(& have them enter the contest on p. 2 … they could win $1000!)