COLLEAGUES. CLIENTS. CONNECTED. CLOUD.

Transcription

1 COLLEAGUES. CLIENTS. CONNECTED. CLOUD.

2 THOMSON REUTERS Simplifying your life with powerful, integrated and innovative solutions. The Tax & Accounting business of Thomson Reuters provides the profession s most integrated, comprehensive family of tax and accounting tools including software, research, training and more. Because we understand the entire workflow process from initial customer contact to the delivery of the final product, from individual products and tasks to whole systems we re able to bring you products and services that share data efficiently and support an integrated workflow. And that translates into better client service, unprecedented productivity and increased profitability for your practice. Thomson Reuters also features an extensive range of thought leadership offerings, providing tax and accounting professionals with training, development and leadership events that help you shape the future of the profession and build a more dynamic, profitable firm. SOLUTIONS YOU CAN TRUST.

3 THOMSON REUTERS ONVIO DOCUMENTS Onvio Documents and Onvio Client Centre mobile apps Functionality on the go. Secure document management plus cloud collaboration. What do you get when you combine the usability of a traditional document management system with the collaboration capabilities of the cloud? You get end-to-end, cloud-based document management with Onvio Documents. Its direct integration with the Digita Professional Suite and intuitive interface enable you and your staff to work closely with your clients to collect source documents and share finalized files. Onvio Documents allows you to: Easily onboard new clients by importing documents from Google Drive, Dropbox and Box Quickly scan and upload documents from other applications Find the information you need by searching the contents of Microsoft Word and PDF documents Drag and drop files from desktop and web Customize your folder structure to fit your workflow Manage clients and staff from a single user-friendly administration dashboard Rest easy knowing your data is secure and encrypted in world-class data centres And much more

4 THOMSON REUTERS ONVIO CLIENT CENTRE True client and staff collaboration. ONVIO CLIENT CENTRE HOME PAGE: MAKE IT YOUR OWN Brand your firm s Client Centre to help extend your brand to every online interaction with your clients. Onvio Client Centre works in concert with the Onvio Documents to give you the latest in true client and staff collaboration. Think of the Client Centre secure online portal as the hub for communication between your staff and clients. Because it s optimized for tablet and web, your clients can work with Client Centre anywhere they happen to be. And since Onvio works with Dropbox, Google Drive and other popular document sharing solutions, it s easy for your clients to exchange documents and collaborate on edits with your staff. You can even give your clients assignments that require their action, such as completing e-signatures. Onvio Client Centre also makes life easier for your staff thanks to: Fast and easy drag, drop, scan and selection of documents The ability to customize and fine-tune the messaging your client sees A simple and intuitive client-side view of the documents they upload and receive from your firm The ability for clients to easily and securely share documents with third parties An easy file exchange process for both your staff and your clients And much more

5 FIVE GOOD REASONS FIRMS USE THE CLOUD Accessibility, security and more: why the cloud is the place to be. Along with the rest of the world, cloud computing has transformed the tax and accounting profession. In our recent 2015 Technology Survey 54% of Digita clients are looking to adopt cloud solutions in the next 12 months. Here are five reasons why: 1. Accessibility Today s clients and staff expect (and demand) access to their personal and financial information online, anywhere, on any device. 2. Connection In an over-scheduled, hurry-up world the tools of the cloud (portals, websites, etc.) make it convenient for your staff and your clients to stay in touch. ONWARD. UPWARD. FORWARD. 3. Efficiency Cloud technology improves efficiency in the firm and eases the burden of software and hardware maintenance. 4. Collaboration Working in the cloud enables your firm to work with clients in a manner that s familiar to them (e.g., using secure logins to access files online). 5. Security To mitigate security risk, cloud providers offer a level of technical and staffing security that most firms can t maintain locally.

6 DATA SECURITY & PRIVACY Ultimate security for your data. Given the ever-changing security risks that must be considered when transacting business online, we understand your concerns about data security and safety. Because you ve chosen Thomson Reuters products and services to serve your accounting needs, you can be assured that your software and data are stored in a secure network of data centres that are among the most advanced and secure in the world. Every precaution is taken to ensure the safety of your data. Equipment and facilities are protected against fire, natural disasters, power failures and other unexpected scenarios. In addition to the physical precautions taken, employees are continually educated on the confidential nature of this information and your need for privacy; policies and procedures are continually evaluated and incorporated for these purposes. And your customer information will never be discussed or shared without your permission. As technology advances, you can be sure that our data centres have in place the most up-to-date safeguards possible to keep your personal and business financial information confidential and secure. We value your trust in our commitment to keep your data safe. You can be confident that our data centres will deliver.

7 Thomson Reuters Onvio. Connections that move you forward. DISCOVER ONVIO Learn more. Experiment more. Achieve more. CONTACT US TODAY FOR A FREE CONSULTATION [email protected] digita.com/contact 2015 Thomson Reuters. All rights reserved.