SYNERGY 2014cs.thomsonreuters.com/SYNERGY/pdfs/Conference_Notebook.pdf · 2014-10-21 · •...

SYNERGY 2014 WHERE TAX & ACCOUNTING MEET TECHNOLOGY

NOVEMBER 5-8, 2014 National Harbor, MD

WELCOME TO

SYNERGY 2014 WHERE TAX & ACCOUNTING MEET TECHNOLOGY

TABLE OF CONTENTSWelcome Colleagues 5

Map 8

Important Reminders 11

Agenda 15

Keynote Speakers 19

Opening Keynote 19

Friday Keynote 21

Closing Keynote 23

Roundtable Discussions 25

Large Firm 31

Product Demo by Date/Time 33

Special Evening Event 41

Exhibitors 45

Thomson Reuters 45

Preferred Partners 51

Notes 65

Welcome Colleagues to SYNERGY 2014! I’m pleased to be the first to welcome you to SYNERGY 2014: Where Tax & Accounting Meet Technology.

Here at the spectacular Gaylord National Resort & Conference Center, close to the heart of our nation’s capitol, you can already feel the excitement of the more than 1,000 attendees who are gathering to kick off the 34th annual Thomson Reuters Users’ Conference.

This year’s jam-packed agenda is so filled with content and ideas for using technology to increase your firm’s efficiency and profitability that you’re sure to leave here with a number of practical tips you can put to work in your firm right away.

That’s not all you can look forward to in the next few days. With a thousand-plus other tax and accounting professionals from across the U.S. in attendance, you’re in for some incredible networking and social opportunities. I promise, the connections you make here will offer benefits long after you’re back in the office.

SYNERGY 2014 Highlights:

This year we have three keynotes, dozens of demos, and 98 workshops that will cover a wide range of topics—from what’s cool in technology, to cloud security best practices, to protecting your online reputation.

Turn the page for a few more SYNERGY 2014 highlights.

Welcome Colleagues | 5

Here’s what you can look forward to in the next few days:

• Professional Speakers—Be inspired by nationally recognized accounting, technology, and motivational experts

• Relevant Workshops—Attend workshops on a host of carefully-selected topics that will help your firm grow and prosper

• Hands-On Training—See how to make the most out of your software investment

• Technology Updates—Stay current with the latest tools

• Product Demos—Take a private tour with our knowledgeable pros

• CPE Credit—Earn up to 19 CPE credits in one action-packed event

So get ready to learn, make valuable connections, and have fun here at SYNERGY 2014. And I hope you’ll stop and say hello when you see me in the hallways of the Gaylord National, because I look forward to reconnecting with you all over the next four days.

Sincerely,

Jonathan A. BaronManaging Director, Professional Segment Tax & Accounting, Thomson Reuters

6 | SYNERGY 2014

+TAX & ACCOUNTING

PROFESSIONALS

1000+

Hotel Map | 98 | SYNERGY 2014

SYNERGY 2014 MAPConvention Center Level

Legend

Product Demo Theaters / WednesdayHotel Ballroom Level—Magnolia 1, 2, & 3

Product Demo Theaters / Thursday, Friday, & SaturdayConvention Center Level—Chesapeake A, B, & C

Hands-On ClassesConvention Center Level—Chesapeake 1, 2-3, 4-5, 6, 7-8, & 10-12

WorkshopsConvention Center Level—Potomac 1-2, 3-4, 5-6, Chesapeake 9, G-I National Harbor Level—National Harbor 2, 3, 4-5, 6, 7 Hotel Ballroom Level—Magnolia 2, 3

Keynotes & MealsConvention Center Level—Potomac Ballroom

Exhibitor BoothsConvention Center Level—Open area in front of Potomac Ballroom

EscalatorsTake escalator up to the National Harbor Level from Convention Center Level

To Magnolia Through the Hotel Ballroom Lobby to the Magnolia Rooms

IMPORTANT REMINDERSWORKSHOP SCHEDULE CHANGESIf you need to make any changes to your workshop schedule, please visit the registration desk in the Center Pre-Function area, so we can ensure that space is available and guarantee you’ll receive CPE credit.

EVALUATIONS WORKSHOPS & KEYNOTES—Evaluations for these sessions will be available on the SYNERGY mobile app. If you prefer, paper copies will be available for you to complete at each session. Please complete an evaluation for each workshop and keynote that you attend. Any feedback you provide will be reviewed and used to help us plan for our conference next year.

CONFERENCE—A Conference Survey link will be emailed to you at the conclusion of the conference. Thanks for taking the time to provide your valuable feedback so we can continue to improve your conference experience.

Important Reminders | 11

CPE CREDITCPE CERTIFICATE—Your official CPE Certificate will be available to you through the mobile app or in paper form at the Registration Desk.

CLASS ATTENDANCE CODE—As you enter each of your workshop sessions, an Attendance Code will be displayed on the screen. You must enter the Attendance Code in the mobile app, which will confirm your attendance at that workshop. When you enter the code, the name of the workshop will appear to confirm that you are attending that session.

CLASS COMPLETION CODES—At the end of each workshop, you will receive a Class Completion Code, which you’ll need to enter in the mobile app for that workshop. If using a paper copy of the CPE Certificate, please complete your certificate, including the top portion of the form, and enter the Class Completion Codes.

12 | SYNERGY 2014

ATTENDANCE VERIFICATION—We cannot issue CPE credit if we do not receive your verification of attendance.

• WORKSHOPS—Be sure to enter the Class Attendance Code as you enter each workshop room to have your attendance automatically recorded.

• KEYNOTES—For each keynote session you attend, the Class Attendance Code will be displayed on a card at your table. Enter the code in the mobile app to confirm your attendance. Also, you’ll need to write the Class Completion Code on your CPE Certificate.

• ROUNDTABLE DISCUSSIONS—There will be two 50-minute Roundtable Discussion sessions, which qualify as two hours of CPE credit if you attend both sessions. The Class Attendance Code will be displayed on the screen before each session. Enter the code in the mobile app to confirm your attendance. Also, be sure to enter the Class Completion Code in the mobile app at the end of each 50-minute session.

Important Reminders | 13

Agenda | 15

AGENDAWednesday, November 5Product Demo Theater 12:00 - 5:00 p.m. Get a close-up look at products

Registration Desk & Exhibit Area 1:00 - 5:00 p.m.

Pre-Conference Workshops 1:30 - 4:30 p.m. CS Professional Suite software hands-on training

Welcome Reception 5:00 - 7:00 p.m. Join us to get acquainted with your colleagues and reconnect with old friends

Thursday, November 6Breakfast 7:00 - 8:00 a.m.

Product Demo Theater 12:30 - 5:30 p.m.

Registration Desk & Exhibit Area 7:00 a.m. - 5:30 p.m.

Opening Keynote 8:00 - 9:30 a.m.

Workshops 10:00 - 11:40 a.m.

Lunch 11:40 a.m. - 1:20 p.m.

Workshops 1:20 - 5:10 p.m.

Roundtable Discussion & Cocktails 8:00 - 10:30 p.m.Network with other practitioners on various professional topics at this popular event

Friday, November 7Breakfast 7:00 - 8:00 a.m.

Product Demo Theater 7:00 a.m. - 5:30 p.m.

Registration Desk & Exhibit Area 7:00 a.m. - 5:30 p.m.

Day 2 Keynote 8:00 - 9:00 a.m.

Workshops 9:20 a.m. - 12:20 p.m.

Special Evening Event 6:30 - 11:00 p.m.

Saturday, November 8Breakfast 7:00 - 8:00 a.m.

Product Demo Theater 7:00 - 8:00 a.m.

Registration Desk & Exhibit Area 7:00 - 11:30 a.m.

Workshops 8:00 - 9:40 a.m.

Closing Keynote 10:00 - 11:30 a.m.

Agenda | 1716 | SYNERGY 2014

EARN UP TO 19 CPE CREDITS Your registration includes the Welcome Reception, Roundtable Discussions with Hospitality Suite, three Keynote Addresses, five meals, a selection of workshops uniquely tailored to fit your individual needs, and up to 19 hours of CPE credit.

CPE CREDITThomson Reuters Tax & Accounting, Professional Software & Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org. National Registry of CPE Sponsors150 Fourth Avenue NorthSuite 700Nashville, TN 37219-2417nasba.org

Keynote Speakers | 19

OPENING KEYNOTEThursday, 8:00 – 9:30 a.m.

JON BARONManaging Director, Professional Segment, Tax & Accounting

In his opening keynote address, Jon will cover technology trends and advancements and the impact they’ll have on your practice. He’ll speak to how you can take advantage of the latest innovations to be more efficient and effective with your business and show you how easy it is for firms of any size to streamline workflow. Jon will also report on the most recent changes and fluctuations within the tax and accounting profession. He’ll illustrate how these shifts are being addressed through the rapid growth of mobile technology and truly integrated workflow systems that replace traditional stand-alone products.


FRIDAY KEYNOTEFriday, 8:00 – 9:00 a.m.

M. DARREN ROOT, CPA, CITP, CGMACofounder and CEO, RootWorks

“ The Art and Necessity of Being Intentional—Preparing for the Next Generation of Change”

In his keynote, Darren will address the concept of his new book, The Intentional Accountant, and what it means to be intentional about creating a Next Generation Accounting Firm®. He will discuss the entrepreneurial continuum and organizational methods required to transform practitioners from technicians to entrepreneurs—growing from merely working at a job to truly building an enterprise. Darren will also explain how firms that prepare for the Next Generation will be well positioned to take advantage of the incredible opportunities in the profession.


CLOSING KEYNOTESaturday, 10:00 – 11:30 a.m.

ROBYN BENINCASAWorld Champion Adventure Racer

“The 8 Essential Elements of Human Synergy”

Known for making extreme performance an art form, Robyn Benincasa inspires people to do amazing things. In her 15-year career as a professional adventure racer, she has biked through jungles in Borneo, climbed Himalayan giants in Nepal, trekked across lava fields in Fiji, rafted rapids in Chile—and won multiple world championship titles. She’s also a full-time San Diego firefighter on the nation’s first all-female crew, and previously achieved top sales at a Fortune 500 pharmaceutical company, while competing in six Ironman races. In her presentation, Robyn will share her unique and inspiring perspective on “Building World Class Teams” and the ‘followership’ skills necessary for dynamic role shifting and true teamwork.

Roundtable Discussions | 25

ROUNDTABLE DISCUSSIONSReception—Begins at 8:00 p.m. on Thursday evening in the Potomac Ballroom.

Two Discussion Sessions—8:10 p.m. and 9:10 p.m.

The Roundtable Discussions are our most popular event, thanks to the open, active exchange of ideas among the participants. The objective is a relaxed, focused discussion on the assigned topic.

• Each table is assigned two facilitators.

• Participants are seated on a first-come, first-served basis.

• A card on each table indicates the topic (see list on the following pages) to be discussed, which remains the same for both sessions.

• Each session lasts 50 minutes.

• At the end of the first session, each participant must move to a new table.

CPE Credit—There will be two 50-minute Roundtable Discussion sessions, which qualify as two hours of CPE credit if you attend both sessions. The Class Attendance Code will be displayed on the screen before each session. Enter the code in the mobile app to confirm your attendance. Also, be sure to enter the Class Completion Code in the mobile app at the end of each 50-minute session.

We’re also offering a series of roundtable discussions especially for larger firms (30 staff and above). See page 31 for more details.

TAX — Facilitators

9 Managing an IRS Audit Justin Matthews & Jeff Graydon

WEB/MOBILE — Facilitators

10 How Does Mobile Apply to Your Firm? Liz Herald & Kyle Drake

11 Mobile & Online Security Jim Leavitt (The Hartford) & Brian Keyes

12 Remote Access for Staff Outside the Office Brian Tankersley (Xcentric) & David Garrett

13 Security in a Cloud-Driven World Roy Keely (Xcentric) & Mike Briggs

14 Social Media Best Practices Bryan Hoeft & Wendy Hains

WORKFLOW — Facilitators

15 How Does Your Work Flow in Your Office? Jim Freeman & Brooks Carlson

16 How Does Your Work Flow in Your Office? Brian Wright & Therese Witherow

17 How Does Your Work Flow in Your Office? Derek Stark & Kevin Day

FIRM MANAGEMENTACCOUNTING/PAYROLL — Facilitators

1 Accounting 365: Taking Write-Up to the Cloud Ryan McCowan (Green & McCowan, CPAs) & Duncan Walker

2 Affordable Care Act Impact on Tax & Payroll Services Jim Paille & Jim Zeitunian

3 How to Better Manage ACH Risk Addie Nohr (Intercept) & Colleen Starkey

4 Payroll Services: Best Practices in Assessing Customer Satisfaction April Welliver & Brian Spoljarick

5 Streamlining Your Payroll Services with Employee Time Clock and HR Solutions Sammy Singh (Time Rack) & Tiffany Rodrigues

MARKETING/BILLING — Facilitators

6 Becoming a Holistic Business Solutions Provider Paul Miller (Business by Design) & Barb Altizer

7 Marketing Solutions that Fuel Growth Brenda Sleeper (BizActions/PDI Global) & Gary Kravitz

8 Sales & Marketing Techniques for Growing a Payroll Business Malvina Messler (Payroll Vault) & Carla Streff (Payroll Vault)

26 | SYNERGY 2014 Roundtable Discussions | 27

Reception— Begins at 8:00 p.m. on Thursday evening

in the Potomac Ballroom.

Sessions—8:10 p.m. and 9:10 p.m.

18 Practical Technologies to Improve Firm Productivity Craig Courtney & Amanda Katlin

19 Scanning & Scanners - What Firms Need to Know Randy Johnston (K2 Enterprises) & Tom Stark

OTHER — Facilitators

22 Guiding Your Clients and Staff Through Change Shelley Prevedel & Vanessa Parshall

21 Leadership and Staff Management Sean Manning (Payroll Vault) & Marilyn Manning (Payroll Vault)

22 Smart Delegation and Effective Resource Allocation in Your Office Will Hill & Kelsey O’Shea


THOMSON REUTERS TOOLSACCOUNTING/PAYROLL — Facilitators

23 Accounting CS® Conversion Best Practices Brittany Yandura & Erik Jacobson

24 Accounting CS Conversion Best Practices Brent Cyr & Tony Francetic

25 Accounting CS Conversion Best Practices Lisa Grimes & Kim West

26 Integrating Thomson Reuters Software with QuickBooks® Jessie LaJoye & Adam Bodine

27 Share the Expertise - Accounting CS & Accounting CS Payroll Dan Rodrigues & Mark Wiseman

TAX — Facilitators

28 Share the Expertise - UltraTax CS® Amy Snider & Kiera Marks

29 Using Workpapers CSTM for Tax Workflow Brian Wood & Mark Powell

30 Using Workpapers CS for Tax Workflow Jessica Onweller & Jason Phelps

WEB/MOBILE — Facilitators

31 Accounting CS Client Access - Real-Time Collaboration in the Cloud Louie Calvin & Jeremiah LaRue

32 Client Portal Best Practices Chris Lillis & Jerry Kuchka

33 Client Portal Best Practices Josh Emett & Derek Day

34 Client Portal Best Practices Andre McQueen & Matt Towers

35 Share the Expertise - Virtual Office CS® & SaaS Mike Lamoureux & Cara Haist

WORKFLOW — Facilitators

36 Share the Expertise - FileCabinet CS® Cal Leong & Mark Jazayeri

37 Share the Expertise - Practice CS® Christie Johnston & Asaly Merritt

OTHER — Facilitators

38 Next Generation Tax Research Techniques Jesse Sanger and Chris Tapping

ROUNDTABLE DISCUSSIONSFOR LARGE FIRMSFIRM MANAGEMENTROUNDTABLES — Facilitators

1 GoFileRoom® Q&A/Best Practices Andy Smith & Andrew McCracken

2 UltraTax CS Q&A/Best Practices Jordan Kleinsmith & Beth Bruck

3 Practice CS Q&A/Best Practices Pam Butler & Pat Sweet

4 Aligning Leadership with IT Jim Boomer (Boomer Consulting) & Ron Martin

5 Financial Benchmarking - Behind the Scenes Charles Hylan (The Growth Partnership) & Debbie Harden

6 GoSystem® Tax RS Q&A/Best Practices Kelly Carlisle & Maria Atanasova

7 AdvanceFlowTM Q&A/Best Practices Melissa Yard & Takoradi Harris

8 Talent Development - How to Protect & Build the Best! Sandra Wiley (Boomer Consulting) & Allison Martin


Reception— Begins at 8:00 p.m. on Thursday evening

in Maryland 1-3.

Sessions—8:10 p.m. and 9:10 p.m.

PRODUCT DEMO THEATERWednesday, November 512:30 - 12:50 p.m. — Magnolia 1, 2, & 3

1 Checkpoint® for Accounting Professionals

2 Accounting CS: Re-Think Your Accounting Services

3 Enhancing the Customer Experience Through NetClient CS® Portals

1:00 - 1:20 p.m. — Magnolia 1, 2, & 3

1 myPay Solutions®: Payroll Processing - Serving You & Your Clients

2 Taking Your Firm to the Cloud with Virtual Office CS & SaaS

3 Automating Tax Workflow - Featuring Workpapers CS

1:30 - 1:50 p.m. — Magnolia 1, 2, & 3

1 Practice CS®: One Touchpoint for Your Entire Workflow

2 Accounting CS Payroll: Turning Payroll into a Profit Center for Your Firm

3 Engagement CS®: Workflow for Audits

2:00 - 2:20 p.m. — Magnolia 1, 2, & 3

1 Practice CS: One Touchpoint for Your Entire Workflow

2 Mobile Technology & the CS Professional Suite®

3 Workpapers CS: Revolutionizing Your Tax Process

Product Demo Theater | 33

Wednesday, November 5 continued4:30 - 4:50 p.m. — Magnolia 1, 2, & 3

1 Laying Your Firm’s Foundation with Practice CS

2 Accounting CS Payroll: Turning Payroll into a Profit Center for Your Firm

3 Mobile Technology & the CS Professional Suite

Thursday, November 67:00 - 7:15 a.m. — Chesapeake A, B, C

A Laying Your Firm’s Foundation with Practice CS

B Accounting CS: Re-Think Your Accounting Services

C Engagement CS: Workflow for Audits

7:30 - 7:45 a.m. — Chesapeake A, B, C

A Making More Money with Tax Services

B Taking Your Firm to the Cloud with Virtual Office CS & SaaS

C Workpapers CS: Revolutionizing Your Tax Process


A Practice CS: One Touchpoint for Your Entire Workflow

B Accounting CS Payroll: Turning Payroll into a Profit Center for Your Firm

C Enhancing the Customer Experience Through NetClient CS Portals


Wednesday, November 5 continued2:30 - 2:50 p.m. — Magnolia 1, 2, & 3

1 GoFileRoom®: A Different Kind of Document & Workflow Tool

2 Using Practice CS Staff Management to Manage Your Firm

3 Expand Your Services with Accounting CS Client Access

3:00 - 3:20 p.m. — Magnolia 1, 2, & 3

1 Checkpoint for Tax Professionals

2 Enhancing the Customer Experience Through NetClient CS Portals

3 FileCabinet CS: Keys to Secure & Effective Document Management

3:30 - 3:50 p.m. — Magnolia 1, 2, & 3

1 Checkpoint Catalyst: The Next Generation Online Tax Research

2 Accounting CS: Re-Think Your Accounting Services

3 Laying Your Firm’s Foundation with Practice CS

4:00 - 4:20 p.m. — Magnolia 1, 2, & 3

1 Workpapers CS: Revolutionizing Your Tax Process

2 Making More Money with Tax Services

3 Automating Tax Workflow - Featuring Workpapers CS

34 | SYNERGY 2014

Thursday, November 6 continued4:30 - 4:50 p.m. — Chesapeake A, B, C

A Web Builder CS®


C Automating Tax Workflow - Featuring Workpapers CS

Friday, November 77:00 - 7:15 a.m. — Chesapeake A, B, C

A myPay Solutions: Payroll Processing - Serving You & Your Clients

B Enhancing the Customer Experience Through NetClient CS Portals



A GoFileRoom: A Different Kind of Document & Workflow Tool


C Mobile Technology & the CS Professional Suite


A Web Builder CS


C Adding Revenue, Not Workload—How Firms are Getting Ahead with myPay Solutions (Panel Discussion)


Thursday, November 6 continued11:45 a.m. - Noon — Chesapeake A, B, C

A GoFileRoom: A Different Kind of Document & Workflow Tool

B Expand Your Services with Accounting CS Client Access


12:15 - 12:30 p.m. — Chesapeake A, B, C

A myPay Solutions: Payroll Processing - Serving You & Your Clients

B Using Practice CS Staff Management to Manage Your Firm



A Accounting CS Payroll: Turning Payroll into a Profit Center for Your Firm

B FileCabinet CS: Keys to Secure & Effective Document Management



A Checkpoint Catalyst: The Next Generation of Online Tax Research


C Taking Your Firm to the Cloud with Virtual Office CS & SaaS

36 | SYNERGY 2014

Friday, November 7 continued4:45 - 5:00 p.m. — Chesapeake A, B, C

A Using Practice CS Staff Management to Manage Your Firm

B Web Builder CS



A Checkpoint for Accounting Professionals



Saturday, November 87:00 - 7:15 a.m. — Chesapeake A, B, C





A Enhancing the Customer Experience Through NetClient CS Portals




Friday, November 7 continued12:30 - 12:45 p.m. — Chesapeake A, B, C

A Laying Your Firm’s Foundation with Practice CS




A Checkpoint for Tax Professionals

B FileCabinet CS: Keys to Secure & Effective Document Management





C Engagement CS: Workflow for Audits


A Taking Your Firm to the Cloud with Virtual Office CS & SaaS

B Making More Money with Tax Services

C Enhancing the Customer Experience Through NetClient CS Portals

38 | SYNERGY 2014

SPECIAL EVENING EVENTNational Air and Space MuseumFriday, November 7—6:30 - 11:00 p.m.

The Largest Collection of Historic Air and Spacecraft in the World

This optional evening event offers an opportunity for you and your guests to roam the most visited museum in the world, which will serve as the backdrop for our special evening of flight, food, and fun.

At 6:30 p.m. you’ll assemble at the hotel to be transported to the museum, where you’ll get to see many famous icons of flight up close and personal—including the original 1903 Wright Flyer, Charles Lindbergh’s Spirit of St. Louis, and Apollo 11’s command module.

The evening will feature a full dinner buffet, dessert, and assorted soft drinks, tea, and coffee, as well as beer and wine. And you can wander the many galleries and exhibits that will be open exclusively to our group.

Need Your Tickets? Stop by and see us at the registration desk if you need to purchase or pick up your tickets.

Special Evening Event | 41

Each gallery and exhibit in the museum offers a different theme, with exhibits that will fascinate guests of all ages. Here’s just a sample of what you’ll see:

Early Flight - Celebrate the first decade of flight

America by Air - Explore the history of air transportation in the U.S.

Apollo to the Moon - See how humans traveled farther than they had ever done before

Legend, Memory and the Great War in the Air - Re-examine aviation during World War 1

During your explorations, you’ll also get the chance to experience these additional highlights:

Flight Simulators - Take an exciting ride in the museum’s four-minute flight simulators

Lockheed Martin IMAX Theater - A five-story high screen with six-channel digital surround sound will take you on a journey through space and to natural and man-made wonders of the world

Albert Einstein Planetarium - Take a tour of the universe with Sky Vision, the high-tech dual digital projection system

42 | SYNERGY 2014

At the end of the evening, you can go directly back to the hotel—or you can board a motor coach for the Monuments by Moonlight tour, which will stop at some of Washington DC’s most famous monuments.

We’re pleased to sponsor this optional evening event and offer you and your guests an unforgettable evening at a reduced rate. The cost is just $95 per adult and $50 per child, which includes transportation, dinner and drinks, the museum, and the tour.

Special Evening Event | 43

Thomson Reuters Exhibitors | 45

THOMSON REUTERS EXHIBITORS

Thomson Reuters BizActions | PDI GlobalThrough its BizActions and PDI Global product lines, Thomson Reuters offers comprehensive marketing and communication solutions for accounting, law, financial, and other professional services firms. Strategic marketing content and solutions from BizActions and PDI Global enable professionals to generate leads, provide better client service, and grow their businesses. Offering newsletters, tax and estate planning guides, seminar programs, client alerts, website content, social media, and much more, BizActions and PDI Global make it easy to deliver compelling content.

BizActions-pdiglobal.com

BIZACTIONS | PDI GLOBAL

46 | SYNERGY 2014 Thomson Reuters Exhibitors | 47

Thomson Reuters CheckpointThomson Reuters Checkpoint is the industry leader providing intelligent information to tax and accounting professionals—including expert research, guidance, technology, tools, learning, and news. With our respected Quickfinder®, PPC, RIA®, WG&L® and EBIA content, Checkpoint is relied on by thousands of professionals to understand complex information, make informed decisions and use knowledge more efficiently. And now introducing Checkpoint Catalyst™, the fastest, most efficient way to perform complex tax research online.

Tax.ThomsonReuters.com/Checkpoint

CS Professional Suite Product SupportCS Professional Suite SalesCS Professional Suite Training & ConsultingThomson Reuters CS Professional Suite provides the profession’s most integrated, sophisticated suite of tax and accounting software including tax prep and planning, accounting, practice management, payroll, research, and more. Created by accountants, for accountants, its unparalleled workflow integration and link to expert content and insight power smoother workflows, more informed decisions, improved client service, and better results for tax and accounting firms of all sizes. The CS Professional Suite’s comprehensive thought leadership offerings provide tax and accounting professionals with training, development, and leadership events that help them shape the future of the profession and build more dynamic, profitable firms.

CS.ThomsonReuters.com

Innovation LabThe Innovation Lab will preview products and product components that are currently in development, with a goal of gathering customer feedback on areas like user experience, functionality, and product innovation.

CS.ThomsonReuters.com

myPay SolutionsEnjoy all the benefits of being involved with your clients’ payrolls...without the hassle or liability of actually processing them! myPay Solutions offers comprehensive client payroll services through a network of referring accountants, who receive the benefits of offering payroll along with an ongoing revenue share from every payroll processed. It’s the ideal solution for accounting firms that want all the benefits of providing their clients with payroll services, without the liability or hassle of processing them. You can refer your clients to myPay Solutions with confidence, knowing that their payroll processing will be efficient, convenient, and hassle-free.

myPaySolutions.com

MYPAY SOLUTIONS®

48 | SYNERGY 2014 Thomson Reuters Exhibitors | 49

50 | SYNERGY 2014 Preferred Partner Exhibitors | 51

PREFERRED PARTNER EXHIBITORS

Cennairus Cennairus is a full service agency offering products for all of your clients’ insurance needs. Although we specialize in “Pay As You Go” workers’ compensation, we have a team of professional agents and insurance companies dedicated to providing coverage options that range from auto liability to 401(k) programs.

Cennairus.com

Web Builder CSWeb Builder CS, part of the CS Professional Suite, offers affordable, custom websites especially for tax and accounting professionals. We’ll work closely with you to ensure you have an attractive, original website with custom photos, logos, text, calculators, IRS content, client portals and more.

CS.ThomsonReuters.com/web-builder


FORMS CSChecks, Envelopes, and Tax Forms

Forms CSForms CS, the preferred partner for Thomson Reuters for nearly 20 years, is the trusted source for 100% guaranteed compatible checks and tax forms for the CS Professional Suite. Stop by our booth to review the 2013 tax forms, UltraTax CS client organizers, and laser checks. Forms CS has all the products your firm needs to run an efficient, organized, and legally compliant company. An easy-to-use NetClient CS portal application is available for firms interested in helping their clients find compatible checks and forms.

FormsCS.com

Fujitsu Fujitsu Computer Products of America, Inc. (FCPA) is an established leader in the document imaging industry, delivering innovative scanning solutions and services that enable our customers to solve critical business productivity issues and streamline operations. Fujitsu provides cutting-edge document capture solutions for business and personal environments, backed by a comprehensive portfolio of service and support programs in the workgroup, departmental, and production-level scanner categories. Fujitsu scanners deliver speed, image quality, paper handling, easy integration, and compatibility with more than 200 document imaging applications.

fcpa.Fujitsu.com


Intercept EFTAs a Thomson Reuters Preferred Partner, InterceptEFT has been serving clients coast to coast for more than 20 years. InterceptEFT’s payment solutions use today’s safest and most efficient means for moving money electronically. Some of the benefits include: the ability to submit files until 10 PM CST; timely, detailed reporting; integration with Thomson Reuters software; and personal, friendly, and knowledgeable support staff. By choosing InterceptEFT, you can trust that we’ll perform numerous audits to help secure your information. With our disaster backups, competitive pricing, and years of experience, InterceptEFT is the best solution to help you accomplish more and stress less.

intercepteft.com

New Clients, Inc. (NCI) NCI is dedicated to providing the finest, most effective marketing and practice sales programs available to professional accountants. We help firm partners grow and prosper with a variety of programs and information on accounting practice management and client acquisition. Thomson Reuters collaborates with NCI to help their clients with back-office processes and procedures, while also helping to build billings through practice marketing, consulting services, and webinars, using the most profitable, modern, and effective techniques available. This partnership allows for continued growth and client process/retention, while also dramatically increasing revenues by engaging in the NCI marketing practice development plan.

NewClientsInc.com


®

Client Focused. Technology Driven.PAY R O L L R E – D E F I N E D.

Payroll VaultPayroll Vault is a full-service payroll processing company. By offering digital solutions, a full line-up of ancillary services, and superb customer service, Payroll Vault has “Payroll Re-defined” as a truly unique and emerging industry leader. Payroll Vault wants to be an advisor and referral partner for your business. It’s time to rethink payroll with Payroll Vault.

Business opportunities are now available.

PayrollVault.com

Right Networks Right Networks is the world leader in hosted small business applications, with hundreds of applications delivered through a redundant infrastructure with no single point of failure. Intuit’s QuickBooks Enterprise Solutions Group and Thomson Reuters Virtual Office CS exclusively resell Right Networks’ application hosting. Tens of thousands of accountants and businesses ranging in size from Fortune 500 companies to sole proprietorships use Right Networks. All maintenance, upgrades, deployments and backups are managed for you. Devices using the most popular operating systems, such as Windows®, Mac, AndroidTM, Linux, and Apple® iPad® and iPhone®, can access the Right Networks hosted desktop.

RightNetworks.com


RootWorksEmpowering bean counters to become better entrepreneurs—that’s what RootWorks is all about. An organization for owners of small accounting firms, RootWorks offers three progressive levels of membership focused on strategic direction, staff development, and marketing your firm. RootWorks memberships are designed to help you create a Next Generation Accounting Firm™—a business built around the life you desire. Our powerful online application provides access to benchmarking tools, downloadable resources, and an interactive member dialog. RootWorks’ full slate of distance learning events is complemented by onsite events at our Indianapolis learning center, an executive retreat where members work on their businesses with focused intention.

RootWorks.com/tr

SwipeClockSwipeClock, located in South Jordan, Utah, is an online time and attendance solution for businesses, both large and small. Since 2000, SwipeClock has been providing timekeeping technology to the payroll industry with a focus on solutions that are simple to implement and use. It defines practicality in today’s timekeeping industry, offering simple hardware setup, exceptional user-ease, and affordability to businesses of all sizes. Through SwipeClock’s Partner Program, payroll service providers can automate the process of collecting timekeeping data while increasing revenue generated from their payroll package.

SwipeClock.com

The Hartford (HIG)The Hartford has been keeping our promises to our partners and policyholders for more than 200 years. As the second-largest small business insurer and the fourth-largest workers’ compensation insurer, we know how to deliver customized solutions that cover injured employees and help get them back to work as soon as possible. Combined with our expertise in payroll billing, including a pay-as-you-go option that helps free up cash flow, The Hartford offers market-leading protection that lets business owners play on. Property-Casualty insurance coverages underwritten by Hartford Fire Insurance Company and its affiliates, Hartford CT.

TheHartford.com/ThomsonReuters

Time Rack Inc. Time Rack is the complete, cloud-based, front-end time and attendance system that is integrated and designed for firms using Thomson Reuters payroll products. Time Rack’s mobile applications for iPhone and Android are perfect for staff on the go, especially employees with flexible work schedules and locations. The GPS tracking and facial identification features available with Time Rack’s mobile app gives employers the flexibility to manage their mobile workforce, while employees enjoy the convenience of punching in and out from a smartphone.

TimeRack.com


WEX rapid! PaycardAre you are still dealing with paper payroll checks? Find out why companies across the country are now paying employees electronically with the help of the WEX rapid! PayCard. As the paycard partner of Thomson Reuters, WEX rapid! PayCard can assist you in achieving 100% electronic payroll which will help you reduce costs, improve efficiency, and provide a great new employee benefit. The WEX rapid! PayCard is free to implement, offers extensive client-specific training, and the best customer service in the industry to ensure that your WEX rapid! PayCard program is successful. Learn more at www.rapidpaycard.com or call 678-594-3366.

rapidpaycard.com

Xcentric We’re a team of professionals that are laser-focused on providing hosted and managed technology platforms for the accounting industry. Our industry expertise, technological expertise, and thought leadership have been developed from serving the CPA community for over 20 years.

xcentric.com

rapid!PayCard®

Simple. Smart. Secure.


Notes | 65

NOTES

Notes | 6766 | SYNERGY 2014




74 | SYNERGY 2014

TL28522

Date post:	09-Jul-2020
Category:	Documents
Upload:	others
View:	1 times
Download:	0 times

SYNERGY 2014cs.thomsonreuters.com/SYNERGY/pdfs/Conference_Notebook.pdf · 2014-10-21 · •...

Documents