| Embedded SQL database |
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| Microsoft SQL Server (2008, 2012, 2014) |
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Practice management systems
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| Multiple tax agents |
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| Tax agent and tax agent job import/export |
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| Simple backup and restore utility |
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| Backups and exports are database independent |
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| Disable Partners/Offices/Managers |
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| Updates available directly from software |
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| Relationship type creator |
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| Glossary of common words |
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| Practical calculators |
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Users and user groups
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| Unlimited number of users |
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| Unlimited number of user groups |
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| Disable users |
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Pre-defined security levels
(minimum/restricted/medium/full) |
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| Customisable user and user group permissions |
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| Data filtering |
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Client management systems
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| Multiple entity set-ups |
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| Client and client job import/export |
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| Client notes |
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Personalised client setup
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| Tax agent allocation |
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| Partner/Office/Manager allocation |
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| Occupation details |
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| Client passwords |
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| Electronic Funds Details |
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| Relationships (spouse, child, director, beneficiary,partner etc) |
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Contact details
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| Home, mailing, postal addresses |
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| Copy address feature |
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| Unlimited phone numbers and addresses per client |
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| Unlimited email and web site addresses per client |
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Job details
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| Create jobs/matters for clients including tax returns, BAS/IAS returns and ledgers (dependent on what other Reckon Elite products and modules are installed on the system) |
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| Substituted accounting period support for BAS/IAS |
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Reporting
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| Basic: Client, Tax, ELS reports |
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| Detailed: Client, Job, Tax, ELS, More etc |
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User tasking system
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| Create, edit and maintain tasks for users |
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| Track due date, priority, status, assignment and reporting |
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Client notes system
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| Create, edit and maintain notes for clients |
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| Create categories for quick find |
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Appointment diary system
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| Create, edit and maintain appointment times over a networkable diary |
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| Setup different categories - tax appointments, financial meetings, consultation etc. |
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| Add appointments with ease |
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| Integrates into client listing |
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| Holiday calendar |
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| Australian public holidays already added |
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| Add staff holidays, rostered days off and out of office times |
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Document management system
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| Storage of client related documents |
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Word processing
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| Standard letters with mail merge to Microsoft Word and Open Office |
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| Create, edit and maintain template letters |
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Simple invoicing
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| Standard invoicing with mail merge to Microsoft Word and Open Office |
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| Create, edit and maintain template invoices |
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Job tracking
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| Date setting, overdue tracking with warning alerts |
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Electronic Lodgement
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| PLS lodgement |
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| ELS lodgement |
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| Multiple agent lodgement |
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| Compatible with 64bit OS |
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Help & support
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| Extensive help files |
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