Jean Pick, talks about GreatSoft Moving Foward

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Jean Pick Moving foward

GreatSoft – Moving Foward

Transcript:
00:01
[Music]
00:06
my name is John Pick I’m the managing
00:08
director of GreatSoft I’ve been with
00:10
GreatSoft for the past 20 years I’ve
00:13
seen GreatSoft change from being a
00:16
Access database to sequel database and
00:20
more recently we went over to
00:23
cloud-based so everything we do and
00:26
touch is is cloud-based I’m passionate
00:29
about the technology that we’ve created
00:31
and the technology going forward we
00:33
certainly gonna gonna see a big change
00:36
in technology and how we work in the
00:38
next five years and we’re gearing up
00:41
towards that and that’s exciting to see
00:43
for me integrated practice is we used to
00:47
talk about one database and having one
00:50
database and you have a input for that
00:53
so being able to access your secretarial
00:56
data your tax state your working
00:58
progress data’s managing your practice
01:00
from the one database but we’ve seen a
01:03
challenge because people want to use the
01:05
best of all worlds so the best solution
01:10
for practice management but then they
01:12
might want to use a solution for
01:14
accounting or they might want to use
01:16
another solution for whatever for the
01:18
marketing purposes so if we talk about
01:22
the practice of the future
01:23
RCA today is a practice with an input so
01:27
you would manager your client
01:28
information your staff information in
01:31
one central place so you will have an
01:34
API talking to the payroll you’ll have
01:37
an API talking to the general ledger
01:39
you’ll have an API talking to to
01:42
whichever other systems you want to use
01:43
I’m talking about a PR setting on the
01:46
different vendors everything in the
01:49
cloud where you can seamlessly integrate
01:51
into one input tool and have that as a
01:55
marketing tool then have it as a tool
01:57
where you can
01:59
explore certain certain marketing
02:02
material format so one database talking
02:06
to two different tools Artie I
02:09
integrated the document storage solution
02:12
where you can talk to clients via a
02:14
portal like that if we look at the
02:16
future practice they talk about robotics
02:21
and artificial intelligence and it
02:23
scares people but it’s not artificial
02:26
intelligence or the robot that’s going
02:28
to take over your future we’re talking
02:30
about repetitive tasks that needs to to
02:35
change and that you can’t change because
02:37
you don’t need someone to log in every
02:39
single day to go and retrieve certain
02:41
information or or go into the product or
02:46
a program to to say to who’s due for
02:50
anal returns next month that type of
02:52
information needs to come to you you
02:55
need to get that information immediately
02:57
so it’s almost not going into a system
03:00
anymore or a database but actually that
03:02
database telling you what you need so if
03:05
this annual returns do for next month or
03:07
the month after that the system can mail
03:10
you and tell you that this is something
03:12
that you need to action and you can then
03:14
action those type of things things like
03:17
automating letters if you need to talk
03:20
to your clients automating it in such a
03:22
way that it will it will create a letter
03:25
you can check it it will send it to the
03:28
client via a document storage or
03:31
document portal the client can receive
03:33
the document sign it digitally and the
03:36
program will let you know once it’s done
03:38
again that’s what we talked about
03:40
artificial intelligence and robotics for
03:43
the future we want to help our clients
03:46
be more profitable that’s what we as
03:49
great soft one to do allowing us to look
03:52
at the future technology and being that
03:56
partner for our clients going forward
04:03
GreatSoft – Moving Foward
04:03
[Music]

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