The document introduces My Accountant's Cloud (MAC), accounting software that allows users to securely share files, issue financial reports, and manage client access from any device. Key features include easy client setup and access controls, automated transaction categorization to streamline processing, and low-cost file sharing between accountants, clients, and staff. The goal is to provide simple yet effective cloud-based tools to improve accounting practices.

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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