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Don't Imagine the Benefits of a Virtual Office – Experience Them Tom Palfreyman and Badal Malick, PMs, Intuit A

Don't Imagine the Benefits of a Virtual Office – Experience Them Tom Palfreyman and Badal Malick, PMs, Intuit Accounting Professionals Division Accounting Web December 6, 2013. Introducing the Virtual Office . #1 Global Cloud Workflow Suite (for accounting professionals).

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Don't Imagine the Benefits of a Virtual Office – Experience Them Tom Palfreyman and Badal Malick, PMs, Intuit A

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  1. Don't Imagine the Benefits of a Virtual Office • – Experience Them Tom Palfreyman and Badal Malick, PMs, Intuit Accounting Professionals Division Accounting Web December 6, 2013

  2. Introducing the Virtual Office #1 Global Cloud Workflow Suite (for accounting professionals)

  3. I. Migration to the Cloud is Happening Fast (And Faster Than We Said) 72% of respondents said cloud services had improved their end-user experience – and 58% said the cloud has given them better control of their data. 29% represents the number of anytime, anywhere information workers from 2011 to 2012 - up 6%. 34% of small, midsize and large businesses have interest in moving to the cloud within the next 12 months - up15% from last year. 38% of small, midsize and large businesses cite having currently adopted some type of cloud services 905million tablets will be used for work and home globally by 2017 –3 times today’s current usage.

  4. Accountants Are Finding Benefits BIGGER Than They Thought Faster, more convenient workflow. More services available to clients. Source of new client growth. Lifestyle flexibility.

  5. Meet Cathy Iconis

  6. Customers using Intuit cloud solutions has doubledto 45 million customers in 5 years. 459,000 QBOsubscribers worldwide – 100 countries. Intuit Tax Online experienced 2X growth from2011 – 2012. Intuit offers 54 mobile apps used by ~7 million active users. 64% of Intuit revenue now comes from Connected Services –it was less than 50% in 2008.

  7. Delivering The Virtual Office Suite To You Your Practice Your Client • The • Virtual Office 3rd Party Apps 3rd Party Apps

  8. Top Customer Pain Points Managing the Workflow Working Across Disparate Systems Bottlenecks with Collaboration

  9. The #1 Global Cloud Workflow Suitefor Accounting Professionals Automated Workflows Data EntryEliminated • TheVirtual Office Built-inCollaboration Unprecedented Insights

  10. How It Comes Together… 3rd Party Apps Homebase Online Payroll for Accountants Online Payroll for Accountants Homebase Practice Management Practice Management Intuit Tax Online Intuit Tax Online QuickBooksOnline Accountant QuickBooksOnline Accountant Homebase Homebase Data Flows Across Apps

  11. And It’s Coming Sooner Than You Think… • TheVirtual Office • Unprecedented Productivity

  12. Single client list means you only have to log in once, you only have to add a new client once, you only have to enter data once!

  13. Wholesale pricing allows the accountant to offer a QBO discount, and get just one bill for all subscriptions managed.

  14. Add employees or users to your firm . . .

  15. . . . and assign access status to those users

  16. Create notes you can assign to clients . . . . . . and turn that note into a task by adding a due date and an assigned-to to your employee.

  17. View tasks and notes for all your clients in one place . . .

  18. . . . or view only the notes associated with one client.

  19. Thank You

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