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Getting Paperless with Your Accountant - an overview of Online Document Exchange

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Getting Paperless with Your Accountant - an overview of Online Document Exchange

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Getting Paperless with Your Accountant - an overview of Online Document Exchange

  1. 1. Intuit Online Document Exchange Save time and money with a secure online connection to your accountant March 18 - 2009
  2. 2. Who Am I? <ul><li>Suzy DeLine </li></ul><ul><li>Senior Marketing Manager </li></ul><ul><li>Intuit’s Accounting Professional Division </li></ul><ul><li>My “Big Y” - to help Intuit develop products that can help accountants be more profitable and productive. </li></ul><ul><ul><li>Other products I work on: </li></ul></ul><ul><ul><ul><li>Accountant Work Exchange (workexchange.intuit.com) </li></ul></ul></ul><ul><ul><ul><li>Saved Time Contest (accountant.contest.homestead.com) </li></ul></ul></ul><ul><li>I have 2 kids, one husband, two pets (gekkos) </li></ul>My facebook picture
  3. 3. Agenda <ul><li>What is Intuit Online Document Exchange for? </li></ul><ul><li>How does it work? </li></ul><ul><li>What is in it for me? </li></ul>
  4. 4. Current State
  5. 7. <ul><li>Time </li></ul><ul><li>Paper </li></ul><ul><li>Postage </li></ul><ul><li>Paper </li></ul><ul><li>Lack of Security </li></ul><ul><li>Paper </li></ul><ul><li>Time </li></ul><ul><li>Delivery </li></ul><ul><li>Lack of Security </li></ul><ul><li>Lack of Organization </li></ul>
  6. 8. The Ideal State <ul><li>I need a method of document exchange that is: </li></ul><ul><li>Fast </li></ul><ul><li>Secure </li></ul><ul><li>Inexpensive </li></ul><ul><li>Easy to set up and use </li></ul>
  7. 9. How can Intuit help?
  8. 10. Intuit Online Document Exchange <ul><li>Helping accountants and their clients gain productivity with a secure centralized paperless connection to share important documents </li></ul><ul><ul><li>Save Time and Money </li></ul></ul><ul><ul><li>More efficient interactions (ie, no last minute scrambles) </li></ul></ul><ul><ul><li>Peace of Mind </li></ul></ul>
  9. 11. Online Document – Technical Details <ul><li>No limit on number of files, amount of storage or time documents can stay online. </li></ul><ul><li>100MB limit on individual file size </li></ul><ul><li>Browser support only for Internet Explorer 6.0 and above </li></ul>
  10. 12. How Does It Work?
  11. 13. What will it look like? <ul><li>Simple folder structure – both you and your accountant can upload. </li></ul><ul><li>Your accountant might upload </li></ul><ul><li>Prior year returns </li></ul><ul><li>checklists </li></ul><ul><li>You could upload </li></ul><ul><li>W2, 1099, Payroll information… </li></ul>
  12. 14. What will it look like – your invitation to start
  13. 15. Completing Setup 4693-4901-8835-4329 1234 Initial Validation Screen
  14. 16. Logging In
  15. 17. Logging In
  16. 18. Secure Vault View
  17. 19. Uploading Files
  18. 20. Vault View - 2
  19. 21. Setting Up Intuit Online Document Exchange
  20. 22. Service is available for FREE through Pilot Program <ul><li>Sign up at http://Accountant.intuit.com/ode </li></ul>
  21. 23. Recap <ul><li>Accountants and their clients spend a lot of time exchanging documents – an area we’d like to help make more efficient. </li></ul><ul><li>IODE helps increase productivity with a secure centralized paperless connection between accountants their customers </li></ul><ul><li>Firms can access and modify their sites at any time </li></ul><ul><li>Accountants and clients can upload files to the secure Vault to exchange information </li></ul><ul><li>It is currently in a Free Pilot Program – through May 31 st . </li></ul>
  22. 24. Thank you! <ul><li>Any questions or thoughts, please let me know! </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>Or follow me at Twitter – I am suzyatintuit </li></ul></ul><ul><li>In particular, if you and your accountant use this service to help streamline your engagement – I’d love to know how it goes. </li></ul><ul><ul><li>(& have them enter the contest on p. 2 … they could win $1000!) </li></ul></ul>

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