SmartVault for Reckon Accounts

Online document storage and secure file sharing for business

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Training manuals

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Tips & Screenshots

New Year Staff Budgets

PM 10 - New Enhancements and Features

Practice Management 10.1
Bulk Email Correspondence

 

Practice Management

F9

When wanting to type in a new client name to search on. No matter where you are on the screen press F9. This will take you to the top and highlight the existing name ready to type over.

Crtl 1

Activates Client band

Crtl 2

Crtl 3

Crtl 4

Crtl 4

Crtl E

Crtl A

Activates Matter band

Activates Workflow band

Activates XPA band

Opportunities (Or your sequence of bands, depending on your modules)

Personal

Crtl 5

Edit

Add

File Menu displays 5 most recently viewed client records.

Plus all regular windows hot keys with the exception of italics, which in the Advance Console is Ctrl Shift I

“Where used” Right click on grey attribute name and select where used to filter on all records for this attribute.

Advance Console

Crtl P

Post

Time Sheets

Views

Crtl D

Diary view

Reckon
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Save time and increase profits. Drive efficiencies in your workflow so you can reduce costs and increase profitability.

Work more efficiently. Your data is always at your fingertips - access it anytime and from anywhere.

Increase collaboration with staff and customers. Easy to share files with staff, partners, customers and business advisors.

Secure your data and stay compliant. Bank level encryption, authentication, access controls and auditing to support secure sharing and compliance.

Stay audit ready. Attach source files directly to transactions in Reckon Accounts – and find the backup documents you need quickly and easily.
 

Contact your Reckon Accredited Partner for information on pricing.

Speed Up and Simplify Your Workflow With Features Built for Business

Get Started with SmartVault for Reckon Accounts

Integrated with
Reckon Accounts

Secure File Sharing

Branded Client Portal

Audit Reports & Alerts

Outlook Plug-In

Inbox for Scanning

Scan and attach source documents right to transactions in Reckon Accounts - stay audit ready! 

With bank level encyption and granular security permissions - you control who has access to your files.

Create a more professional image for your business with a branded client portal for sharing files. Customized with your logo, color scheme, and a vanity URL.

Send, recieve and manage documents securely right inside Outlook without changing the way you work today.

Automatic alerts notify when files have been uploaded or viewed. Audit reports track who accessed what file and when.

Simple scanning wizards make it easy to get documents converted to digital format - scan directly to SmartVault for efficient workflow.

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Tel  1800 RECKON (1800 732 566)
Email  
customerservice@reckon.com
Community  community.reckon.com

 

Resources

Here are several resources to help you navigate and learn to use the new SmartVault integration with Reckon Accounts.

Reduce cost and increase productivity with a paperless workflow

Version History
and Recycle Bin

Restore files that may have accidently been deleted or overwritten, as well as view / download previous versions of a file.

Mobile Apps

Access and share files securely from any mobile device.


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