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A estratégia de plataforma aberta da Intuit transforma como os usuários de serviços de contabilidade on-line do QuickBooks Online atendem os seus clientes

Ao trabalhar com uma abordagem de plataforma aberta para fornecer integrações sem complicações ao longo de um ecossistema de soluções focadas na contabilidade, a Intuit (Nasdaq:INTU) anunciou hoje que o QuickBooks Online Accountant (QBOA) permite agora que os profissionais de contabilidade gerenciem todos os seus clientes, mesmo aqueles que não usam o QuickBooks, dentro da plataforma do produto. Esta inovação está agora disponível globalmente para os usuários do QBOA nos Estados Unidos, Canadá, Reino Unido, Austrália, África do Sul e França. Ele permite que os contadores organizem e visualizem as informações, notas e detalhes dos clientes em um único ambiente consolidado, o que significa menos dificuldades, prazos de entrega perdidos e confusão.

“Com esta nova capacidade, o QBOA continua a evoluir como o único local para que os profissionais de contabilidade e tributação satisfaçam as necessidades de todos os seus clientes, independentemente de qual produto de contabilidade ou planilha estejam usando”, afirmou Rich Preece, líder do segmento de contabilidade, pequenas empresas e do Self Employed Group, da Intuit. “Temos a satisfação de que nossa estratégia de plataforma aberta continua a agregar valor e ajudar a satisfazer as necessidades de gestão de práticas de todos os nossos parceiros de contabilidade, independentemente dos produtos usados por sua base de clientes”.

Este último aprimoramento do QBOA representa ainda outra confirmação da abordagem de plataforma aberta da Intuit, a qual garante que diferentes soluções trabalhem juntas de forma uniforme, fornecendo aos profissionais de contabilidade e tributação informações e perspectivas essenciais que precisam quando necessitam delas, para ajudar seus clientes de pequenas empresas e autônomos a prosperarem.

Os usuários do QBOA podem adicionar os não-clientes do QuickBooks de duas maneiras. A primeira é simplesmente clicar no botão “Adicionar cliente”, localizado na página inicial do QBOA, digitar as informações de contato do cliente e selecionar “sem assinatura no momento”. A segunda opção é denominada “Adição rápida”, a qual permite que os contadores adicionem não-clientes do QuickBooks em três cliques, no momento do processo de criação dos fluxos de trabalho para gerenciar aquele cliente. Os contadores devem clicar na aba Trabalho, dentro do QBOA, selecionar “Criar projeto” ou “Criar solicitação de cliente” e, então, clicar em “Adicionar novo” para criar um novo projeto ou solicitação para seu cliente. A nova tarefa de cliente será adicionada ao painel de gestão de práticas do contador, de modo que a empresa possa engajar e gerenciar o trabalho do cliente imediatamente.

Uma vez que o não-cliente do QuickBooks tenha sido adicionado à lista de clientes do QBOA, o contador pode, então, adicionar notas do cliente, assim como criar, designar e encontrar projetos e tarefas para aquele cliente, da mesma maneira que faz para os clientes on-line do QuickBooks. O contador pode também enviar solicitações de clientes para documentos fonte, tais como extratos bancários, através do QuickBooks Online Accountant, assim como armazenar esses documentos dentro do QBOA.

O resultado será uma lista completa de clientes dentro do painel de clientes do QuickBooks Online Accountant, de onde os profissionais de contabilidade podem rastrear, monitorar e realizar tarefas a partir de um único local, para garantir que nada aconteça de errado.

Para obter mais informações, acesse https://quickbooks.intuit.com/accountants/online/.

Sobre a Intuit

A missão da Intuit é promover a prosperidade em todo o mundo. Seus produtos e plataformas globais, incluindo o TurboTax, QuickBooks, Mint e Turbo, são planejados para capacitar os consumidores, autônomos e pequenas empresas a melhorarem suas vidas financeiras, permitindo que capitalizem mais com a menor quantidade de trabalho e, ao mesmo tempo, proporcionando a eles a confiança total em suas ações e decisões. O ecossistema inovador da Intuit de soluções de gestão financeira atende parceiros e 46 milhões de clientes em todo o mundo, expandindo a força de muitos para a prosperidade de todos. Para verificar as últimas novidades e informações detalhadas sobre a Intuit e suas marcas, acesse Intuit.com e siga-nos no Facebook.

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