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