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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 MANAGEMENT
Core of the program
Database
Manage Lodgments
Job Workflow & Tracking
Client Reporting
TAX
All Tax Years back to 2001
All forms BAS, IAS, FBT
Worksheets
LEDGER
Full set of Financial reports
Ledger to Tax integration
Export BAS
ASSETS
Comprehensive 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
Reckon Conf2015 (AU) Elite in the cloud
Reckon Conf2015 (AU) Elite in the cloud
Reckon Conf2015 (AU) Elite in the cloud
Reckon Conf2015 (AU) Elite in the cloud

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Reckon Conf2015 (AU) Elite in the cloud

Editor's Notes

  1. New Tech – API date for RAH Automation Australian business is changing Faster internet is more prevalent – Telstra replacing coin operated phone boxes for WIIFI Enables Remote Workforce – Luxury of becoming a global business from the home office Business is happening faster Competitive Market place – Globalisation & mature industry sectors Social Media proliferation – facebook, Linkedin, Twitter More expected immediate interaction: You & Clients, suppliers, a/c bodies. Gov, bank, The young entrepreneurs changing Australian business Jun 21, 2013 10:08AM Taken from Crikey online SmartCompany’s Hot 30 Under 30 class of 2013 is a group of entrepreneurs aged 30 and younger, drawn from 30 of Australia’s fastest-growing small and medium-sized businesses. They’re on the path to becoming Australia’s next generation of top entrepreneurs. 
  2. Accountant should consider: “Other Considerations” TT : Security of Data, Location & Ownership LM: Training & Change of process Refer to SMB 2014 Survey This is info from Reckon’s Survey – hit key points and for Accountants/Clients to check these aspects b4 moving to cloud. Coincidently Reckon has played safe on the top one with all data located in Aus and ownership of data the clients Data stored: Data centre and failover sites all in Australia. Purposeful strategy by Reckon as we believe this will become an increasing concern in the future if is isn’t already. Data sovereignty laws are being reviewed by countries and businesses alike Be aware of the possible ramifications of having your data held in another country Security of the Cloud: World class data centre (AWS) following best practice policies and procedures for data security ISO 27001 certification and has been validated as a Level 1 service provider under the Payment Card Industry (PCI) Data Security Standard (DSS) Backup my Data Both Hosted and One are backed up regularly in our data centre Redundancy Failover Backups Hosted has the added advantage of backing up the data file and restoring locally Leaving the Service: Hosted – download a backup and view in read only on your local system for as long as you like One – data will be held for 7 years in read-only mode which includes the ability to print reports. You can recommence your subscription at any time during this period All users will be informed when their data will be deleted. It is important to keep the clients information current with Reckon
  3. Accountant should consider: “Other Considerations” TT : Security of Data, Location & Ownership LM: Training & Change of process Refer to SMB 2014 Survey This is info from Reckon’s Survey – hit key points and for Accountants/Clients to check these aspects b4 moving to cloud. Coincidently Reckon has played safe on the top one with all data located in Aus and ownership of data the clients Data stored: Data centre and failover sites all in Australia. Purposeful strategy by Reckon as we believe this will become an increasing concern in the future if is isn’t already. Data sovereignty laws are being reviewed by countries and businesses alike Be aware of the possible ramifications of having your data held in another country Security of the Cloud: World class data centre (AWS) following best practice policies and procedures for data security ISO 27001 certification and has been validated as a Level 1 service provider under the Payment Card Industry (PCI) Data Security Standard (DSS) Backup my Data Both Hosted and One are backed up regularly in our data centre Redundancy Failover Backups Hosted has the added advantage of backing up the data file and restoring locally Leaving the Service: Hosted – download a backup and view in read only on your local system for as long as you like One – data will be held for 7 years in read-only mode which includes the ability to print reports. You can recommence your subscription at any time during this period All users will be informed when their data will be deleted. It is important to keep the clients information current with Reckon
  4. LOCAL COMPANY, LOCAL DATA
  5. Accountant should consider: “Other Considerations” TT : Security of Data, Location & Ownership LM: Training & Change of process Refer to SMB 2014 Survey This is info from Reckon’s Survey – hit key points and for Accountants/Clients to check these aspects b4 moving to cloud. Coincidently Reckon has played safe on the top one with all data located in Aus and ownership of data the clients Data stored: Data centre and failover sites all in Australia. Purposeful strategy by Reckon as we believe this will become an increasing concern in the future if is isn’t already. Data sovereignty laws are being reviewed by countries and businesses alike Be aware of the possible ramifications of having your data held in another country Security of the Cloud: World class data centre (AWS) following best practice policies and procedures for data security ISO 27001 certification and has been validated as a Level 1 service provider under the Payment Card Industry (PCI) Data Security Standard (DSS) Backup my Data Both Hosted and One are backed up regularly in our data centre Redundancy Failover Backups Hosted has the added advantage of backing up the data file and restoring locally Leaving the Service: Hosted – download a backup and view in read only on your local system for as long as you like One – data will be held for 7 years in read-only mode which includes the ability to print reports. You can recommence your subscription at any time during this period All users will be informed when their data will be deleted. It is important to keep the clients information current with Reckon