MAC into revised 11-15

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My Accountant’s Cloud An Introduction by Founder
Scott Turner, CPA

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Simple Yet
Effective
Accounting and
File Sharing
Presenting
• Securely share files from any software with
clients and staff: no frills, low cost, easy use
• Within the software, issue reports in the
Cloud for “Prepare Financial Statements”
and “Compilation Engagements”
• Apply simple, effective client admin
tools to match the accounting
engagement
• Use new technology that cuts processing time to
shreds

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Manage each client’s
access according to the
accounting engagement
In The Cloud

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
From anywhere in the software, set up a client or edit a client’s access
quickly and easily by clicking Client Management.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
Add a client in less then 30 seconds, or edit each
client’s admittance at anytime
This section will list all the clients, active and inactive, for
whom you have opened an account

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
After entering the client name and company
name and email, alter the client’s access to the
different areas of Accounting, or File Sharing,
etc.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
If above you have given
accounting access, you can
make specific restrictions
here by unchecking the
appropriate boxes.

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In The Cloud
Prepare Financial
Statements & Compilation
Reporting

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Introductions
Insert your subtitle here
To begin, click the “Accounting Software” button.

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The accounting homepage displays
menus to financial information that
you may or may not allow a client
to access.

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And a financial information tab private to the
accounting firm to issue “Prepare Financial
Statements” or “Compilation Engagements”
(per SSARS 21) directly to a client.

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After accounts are balanced and financials are
approved, you can readily prepare the desired
financial statement packet. See the “Tour” for
specifics.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
Save the financial statement packet
here, or load a staff’s version of the
report to review.
Send the approved report directly to
the client’s File Sharing (with
notification).

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New Custom
Categorization
Technology Cuts
Processing Time To
Shreds
In The Cloud

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
After connecting the bank to download transactions, all items
are automatically categorized and posted.
To edit the category of a transaction, click on the desired account
from any report.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
Click here to easily edit the category of any transaction and automatically re-
post.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
Change the payee description by
removing numbers, dates, and bank-
added text to make future similar
payee transactions recognizable by
this tool.
Click ‘yes’ if you want to set this
category as a ‘custom category’ for the
payee.
If needed, you can edit it later.

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Low Cost File Sharing
No Training Needed
In The Cloud

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
To access, click the ‘File Sharing’ menu.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud 2. Upload a report, tax
return or any standard file.
Or use ‘drag and drop’
1. Select your client.
You may alter your set
of folders or add
folders at anytime.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
After loading a file, you may notify your client.

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Prepare Financial
Statements & Compilation
Reporting
In The Cloud
And clients or staff can securely transfer any standard file, tax
information or document to you, with a notification.

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I welcome you to software
designed for accountants by
accountants – My Accountant’s
Cloud [MAC]. It is our mission to
continue to improve and enhance
this software for the betterment of
your practice. Thanks for joining
us.
Founder, Scott Turner CPA
My Accountant’s Cloud