Share access to accountant

clarajinclarajin Member Posts: 2

Hi,

We are public practice accountant. One of our client starts to use Reckon Accounts Hosted from this month.

He wants to share the file or send invitation to us to review and correct the file the file online, but we don't have a reckon user ID.

So what can we do in this situation? If the client needs to create a new user for us, does he have to buy another license for the new user?


Thank you.


Clara

Comments

  • Kris_WilliamsKris_Williams Member Posts: 1,507 ✭✭✭

    All the client can do is give you his login details, and you can only use it when he isn’t

  • RavRav Administrator Posts: 10,332 Community Manager
    edited November 2020

    I'd recommend checking out this help guide for info on sharing company files in Reckon Accounts Hosted. Its a good place to start in understanding how the sharing process works and what is required etc.


    Edit: I've just noticed the video in the help guide is showing up a bit small on the page. We'll get that fixed up but in the interim, I'll link a copy of it below -


  • clarajinclarajin Member Posts: 2

    Thanks Rav. I just looked through.


    The problem is that we don't have a user Id for client to share the company file.

    The client only bought a single user license. If the only way to resolve is to tell him to buy a license for us or just use his login, please confirm with us.


    Thanks

  • ZappyZappy Accredited Partner Posts: 4,600 ✭✭✭

    You should have your own ID for hosted. Or you can do the sensible thing and let the client find an accountant who can support him. For goodness sakes, its 600 dollars a year.

  • RavRav Administrator Posts: 10,332 Community Manager

    @clarajin

    A single Hosted licence allows a single user to access Reckon Accounts Hosted at any one time.

    Each additional user needs to have their own individual licence to access Hosted concurrently.

  • GerryWinterGerryWinter Accredited Partner Posts: 532 ✭✭✭

    Use it individually at no cost until it doesnt suit you anymore then look at joining the Reckon Family

    Gerry 0418907140

    [email protected]

  • ZappyZappy Accredited Partner Posts: 4,600 ✭✭✭

    Gerry how can you use it without paying?

  • Linda IndrisieLinda Indrisie Member Posts: 31

    Zappy, you're a bit rude. Xero and MYOB allows accountants to access their client's data file for free.

  • ZappyZappy Accredited Partner Posts: 4,600 ✭✭✭

    Linda you still need to be a Xero or Myob or Quickbooks advisor. There is no such thing as a free lunch. Thanks for your feedback. And of course they can get access to the file, its kind of the point. You do have a tiny point, I think accountants really ought to be provided with Hosted at no charge. Some that I have dealt with don't want to be professional; partners but would like to be able to support their Reckon clients.

  • Linda IndrisieLinda Indrisie Member Posts: 31

    I am a Xero and Myob, Quickbook advisor. It cost me nothing. Even the training is free. So yes, it seems here there is a free lunch. Free access to clients files, too.

    I'd happily sign up to the Free Professional partnership. However, it doesn't allow access to hosted. I don't see the value in paying $600 a year.

    I was turned off Reckon with their terrible support for their STP software a few years back. This is the nail in the coffin. Hopefully I can convince this client to change from Reckon hosted to something more reliable and easier access.

  • Kris_WilliamsKris_Williams Member Posts: 1,507 ✭✭✭

    Or as I said previously just allot a time that suits you, when you won’t need access, and give them your user details

  • ZappyZappy Accredited Partner Posts: 4,600 ✭✭✭

    Linda that is a very shortsighted and not particularly helpful approach. Reckon Hosted is working very well for a lot of my larger clients at a significantly lower TCO than the competition. Of course you can recommend that the other software may be suitable. Ive just been through an exercise here in Geelong where the Accountant pushed the client on to Xero. It has been a shambles. More expensive, no phone support and lost fucntionality. It doesn't even calculate payroll tax for pity's sake.

  • Linda IndrisieLinda Indrisie Member Posts: 31

    Easier said than done. Firstly, sharing your log in with anyone isn't safe. The idea that this is an option in today's digital world blows my mind.. Secondly, us public practice accountants are very busy. You arrange a block to do a clients work, however, often you get an urgent email or phone call, and your plans to do arranged clients work goes out the window. Thirdly, very rarely does the client not need their data files during business hours. Often I need to do Reckon hosted work out of hours. Very inconvenient, not something I would be supporting with clients.

  • ZappyZappy Accredited Partner Posts: 4,600 ✭✭✭
    edited March 11

    Linda, we discussed this. If you are a PP you do not pay for hosted. Xero is close to $1000.00 per year, Reckon is nothing like that.

  • Kris_WilliamsKris_Williams Member Posts: 1,507 ✭✭✭

    For some people it can work though, I speak from experience and the accountant is very amenable. But this file is not one used daily so a different situation.

  • Kris_WilliamsKris_Williams Member Posts: 1,507 ✭✭✭

    What is the cost of being a PP Zappy?

  • Linda IndrisieLinda Indrisie Member Posts: 31

    I do not pay $1000 a year to access Xero. I pay nothing!! .. But a PP that has access to hosted is $599 a year. The guy on the phone at Reckon PP line, just told me. It's on their website. The free PP only had access to Reckon one. Not hosted.

    If it's wrong, please give me the link to wear to says, as a PP, I can free access to hosted???

  • RavRav Administrator Posts: 10,332 Community Manager

    Being part of the Reckon partner program provides more than just access to Reckon Accounts Hosted so you're not paying simply just for that access.

    If you'd like more information on the Reckon Partner Program, you'll find it here - https://www.reckon.com/au/partners/

  • Linda IndrisieLinda Indrisie Member Posts: 31

    I don't need all that stuff. So why would I pay for it? If I'm not going to use it, then I am just paying for access to Reckon hosted.

  • ZappyZappy Accredited Partner Posts: 4,600 ✭✭✭

    Linda you are here asking for free advice on a forum provided at no charge by Reckon. The PP membership also gives you access to phone support which Zero do not provide. Youre not comparing apples with apples.

  • Linda IndrisieLinda Indrisie Member Posts: 31

    Xero also has free online forums and call support. I've spoken to them. It seems the only software you know anything about is Reckon.

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