What is ‘Take Advantage’?
The special Take Advantage service package will update your existing AE software to the latest technology platform, including AE Live services, and get you and your team back to work quickly and efficiently.
Your practice will benefit from enhanced productivity, improved visibility and powerful reporting options. Plus you’ll now be able to connect and collaborate with your clients in real-time using your new MYOB Portal without ever leaving Accountants Enterprise.
Free for a limited time, this streamlined service is available to your practice right now.
Enhanced Productivity
Thanks to the new easy-to-use interface for your existing Classic AE suite. With a familiar look and feel of popular applications like Internet Explorer and Microsoft Office, you can easily switch between tasks, windows and applications. For example you can quickly move between a client’s tax return and their contact details with a single click.
Watch videoImproved Visibility
With customisable homepages, everyone in your team can quickly view in real-time the information most relevant to them, easily monitor their work flow and stay on top of important tasks. Your new 85% Lodgment homepage view provides instant on-screen visibility of your lodgment program performance.
Watch videoPowerful Reporting
A flexible and easy-to-use tool for reporting across your tax database. A range of standard and customisable reports to track lodgments and data mine the most common income and expense items.
MYOB Portal
Connect with your clients in real-time using your MYOB Portal without ever leaving Accountants Enterprise. The Portal is a new powerful online collaboration tool that allows you to work more closely with your clients.
Send a request for missing info directly to your client’s mobile phone, they can provide answers and/or upload receipt images immediately via their phone.
Once you’ve finalised their tax return simply drop it into their secure Portal so they can review, approve and digitally sign the return on their mobile device. No printing, no collating, no scanning, no emails, no ‘snail mail’ delays, no paper required – and when your client, or their bank manager, needs a copy of last year’s Tax return – it’s available to them anytime, anywhere directly from their mobile phone*.
* Documents must be loaded to the Portal, individual security settings can be attached to specific documents to control 3rd Party access (Bank Managers, Bookkeepers, others).
What’s included in the service?
Connect with your clients in real-time using your MYOB Portal without ever leaving Accountants Enterprise. The Portal is a new powerful online collaboration tool that allows you to work more closely with your clients.
Send a request for missing info directly to your client’s mobile phone, they can provide answers and/or upload receipt images immediately via their phone.
How do I get it?
Talk to your sales specialist to discuss your specific needs or visit our Contact Us page.
Training
As soon as the installation services have been completed, your experienced MYOB Consultant will provide personalised training for you and your team, so your practice can get back to business immediately.
Plus you can access a range of ‘short & sharp’ online learning modules at any time, as many times as you or your team need to.