Getting Paperless with Your Accountant

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Intuit Online Document ExchangeSave time and money with a secure online connection to your accountant

March 18 - 2009

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

AgendaAgenda

•What is Intuit Online Document Exchange for?

•How does it work?

•What is in it for me?

Current StateCurrent State

• Time

• Paper

• Postage

• Paper

• Lack of Security

• Paper

• Time

• Delivery

• Lack of Security

• Lack of Organization

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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How can Intuit help?

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

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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How Does It Work?

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…

What will it look like – your invitation to startWhat will it look like – your invitation to start

Completing SetupCompleting Setup

4693-4901-8835-4329

1234

Initial Validation ScreenInitial Validation Screen

Logging InLogging In

Logging InLogging In

Secure Vault ViewSecure Vault View

Uploading FilesUploading Files

Vault View - 2Vault View - 2

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Setting Up Intuit Online Document Exchange

Service is available for FREE through Pilot ProgramService is available for FREE through Pilot Program

• Sign up at http://Accountant.intuit.com/ode

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.

Thank you!Thank you!

• Any questions or thoughts, please let me know!– Suzanne_DeLine@intuit.com– 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!)