Practice Management for Your Entire Team

1 fact SheetProject ManagerPractice Management for Your Entire TeamWith the cloud-based Thomson Reuters Onvio project Manager, Practice Management is a team endeavor. All the tools and resources you need are combined into one place, where centralized data and real-time synchronization ensure that you and your staff are always on the same page no matter where, when or how everyone efficiency to manage every project with ease Whether it s a managing partner or a seasonal staff member, Onvio project Manager helps each member of the team manage projects efficiently and effectively, thanks to the ability to: See an elevated view of all the work in your office Save time with project templates that hold default information for project creation Control the way recurring projects are created with flexible project generation Assign projects and tasks to staff based on the client or template or assign staff on a project -by- project basis Track time and bill by project when using Thomson Reuters Onvio Time and Billing Link projects directly to Onvio Workpapers and Onvio Trial Balance, enabling you to easily launch from project Management directly into the project s workThe tools your staff needs With Onvio project Manager, your staff can manage their own responsibilities for instance.

2 Tracking client project deliverables, due dates and target completion dates Identifying the tasks and time required to perform work Managing and updating projects and tasks from the My Assignments widget on their Home screen Easily access project documents stored in project -specific folders, when used in conjunction with Onvio DocumentsAnd thanks to the collaborative Onvio project Manager workflow hub, you re always in complete control managing your Practice more efficiently and effectively than staff will see and can access a list of their assigned work right on the Home Manager fact sheet Reuters that move you 31678_Oct 2017 _sb6 good reasons to consider the cloud Not sure if you re ready to move your Practice Management system from desktop into the cloud?

3 Here are six excellent reasons to consider making the Accessibility Today s clients and staff expect (and demand) access to their personal and financial information online, anywhere, on any device. 2. Connection In an over-scheduled world, the tools of the cloud (portals, websites, etc.) make it convenient for your staff and your clients to stay in touch. 3. Efficiency Cloud technology improves efficiency in the firm and eases the burden of software and hardware maintenance. 4. Collaboration Working in the cloud enables your firm to work with clients in a manner that s familiar to them ( , using secure logins to access files online). 5. Security To mitigate security risk, cloud providers offer a level of technical and staffing security that most firms can t maintain locally.

4 6. Expertise Ever since Thomson Reuters first made the CS Professional Suite available in the cloud in the late 1990s, we ve been a profession leader in helping tax and accounting firms maintain a virtual Onvio project ManagerSee how Onvio project Manager can help move your firm forward into a connected and profitable future. Visit , or call to speak with a representative.