This document provides an overview and agenda for Reckon APS Client Briefings in 2015. It discusses trends impacting the accounting profession like new business models, outsourcing, and process efficiencies. It outlines Reckon's focus on engagement models, training, and development investments. The document reviews product updates and the evolution towards a paperless practice using tools like document management systems and client portals. It discusses how cloud strategies can help with mobility, business continuity, and simplicity. The benefits of a private cloud for accounting practices are presented, along with considerations for connecting a practice to the cloud.

1. Reckon APS Client Briefings 2015

2.  Strategy and Development update
 The Evolution of the Paperless Practice
 Tools for a Relationship Focussed Practice
 Cloud Strategies for Practice & Clients
Agenda

3. Trends in the Accounting Profession
New Business Models
Outsourcing
Expectations
New Revenue Streams
Integrated reporting
Process Efficiencies
Access financial data from any
device with an internet connection

4. Australia and
New Zealand’s
demographics
are changing

6. Our Focus

8.  Engagement Model
 Subscription Pricing
 Extend Support Hours Aus & NZ
 Training Videos
 Massive Development Investment
Value For Our Clients

9. Product Updates
PM10 PIQ9.2 TAX XPA10 DM SD

10. PM10• Packaged Single Installer
• Bulk Email Invoices & Statements
• 200+ Enhancements

11. PIQ9.2
• Perspective
• Quick Links
• Personalisation

12. TAX• Safe Release
• Workshops & Webinars
• Tax Update & Rollover service

13. XPA10• Tag Sets/Benchmarking Export
• Xcede 10
• WM Integration

14. DM• Virtual Cabinet
• Document Portal
• WM Integration

15. SD• ‘One Process’ solution
• Instant access
• Choice

18. Our Focus

19. The Evolution of the
Paperless Practice

20.  Managed network folders
 Scan & file paper on completion
 Shared Email folders
 Publish to paper
 Manual collection of Client GL data
Phase One – Entry level

21. ACTIVITIES
• Scan job-related paper on arrival
• Eliminate paper at source
• Minimise paper produced
• Paper-based review processes
• Publish by e-mail
• Limited importing of Client data
CHALLENGES
• Misfiling
• Limited doc search capability
• Poor security
• Manual version control
• Enforcing practice templates
• Duplication
Phase Two – Committed

22. Business drivers:
 Collaboration
 Client expectation
 Outsourcing
 Remote workplace
 Business continuity
Next Evolution

23.  All incoming paper scanned, OCR, routed
 Enterprise level DMS
 Integrated client portal
 Intuitive Email management
 Electronic compliance process
 Paperless practice administration
Phase Three - Comprehensive

24. Demonstration

25.  All incoming paper scanned, OCR, routed
 Enterprise level DMS
 Integrated client portal
 Intuitive Email management
 Electronic compliance process
 Paperless practice administration
Phase Three - Comprehensive

26. Tools for a
Relationship
focused business

27.  Trusted Advisors
 Business Coaches
 Virtual CEO/CFO
 Family Office
 Financial Services
The Firm of the Future?

28. 29

29.  “We need to deliver more value.”
 “We want to plan and host regular client events”
 “We want to be more proactive with clients.”
 “We need to leverage our referral network.”
 “Can we systemise our non-compliance services?”
Defining your Future

30. Supporting your
Cloud Strategy

31. Start with your “Why?”
Inspiration for the future:
• Evolving your business
• Developing your people
• Servicing your clients

32. The End of Geography
Some of the most important inventions - last hundred years:
Air conditioning - which made it possible to do productive work in any climate
Credit cards - which enabled transactions to take place at a distance
Television - which homogenized 150 world cultures into just a few
Federal Express and container ships- which made the transport of physical goods
both dependable and insanely cheap
The internet - which moved information from one end of the world to the other as
easily as across the room
Cell phones - which cut the wires

33. “If you're still betting on geography, on
winning merely because you're local, I
hope you have a special case in mind”.
Seth Godin – 02 Feb, 2015

34. Two Sectors of Cloud Computing
Cloud Software
(Software as a Service)
Cloud Infrastructure
(Infrastructure as a Service)

35. Business Productivity Apps
Evernote
note-taking
LogMeIn
remote desktop
Drop Box
cloud storage
Microsoft Word
document generation
Basecamp
project management
Duet Display
use iMac with iPad
GoToMeeting
web training
Skype
voice/video meetings

36. Cloud Strategy for your Practice

39. 1. Value for Money
2. Simplicity & Flexibility
3. Mobility
4. Business Continuity
Why Private Cloud?

41. 1. Determine your needs
2. Audit your existing infrastructure
3. Provision your pilot environment
4. User Acceptance Testing
5. Data migration
6. Go Live
How do we move your Practice
into the Cloud?

42.  Business grade broadband connection
 Upload speed is important
 Speed to suit employee numbers and usage
profile
 Unlimited data gives budgetary certainty
Connecting your Practice to the Cloud

44. Reckon Client Briefings 2015
Cloud for your clients
Catie Cotcher
General Manager – Business Group

45. 46

46. 47

47. 48

48. 49

49. 50

50. 51

51. 52

55. Our Focus