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