Xenett’s Post

Transcript

Hey Janet family, so we have heard your questions and request, and we are thrilled to finally share what is coming next at Zanet. I'm very excited to take you behind the scene and talk about some of the great features that we are rolling out this year. We have been working tirelessly on our road map and I promise there's a lot to get excited about. Without any further delay, let's dive into the future of Senate together. So first I'm going to give you guys an overview of what all new features will be rolling out along with the tentative timeline, and then I'll talk about little more details as to what all those new features would include. The first in my list is 1099, so I know that many of you guys have been requesting this for a while. And finally, we are very excited to release this in this August itself. The next in my list is the document management system that is again being rolled out in August itself. Even the third features that have been requested by many of you guys which is the mobile app for client users. So we are rolling out. All these new features in August itself, Well, the next one in my list is interactive reporting, which is more like a creating reporting package and then send it to your client. The next is the form and the user level insights. So I'm going to talk more about that. And then in the Q4, which is going to be e-mail integration and then the receipt as well. So all these features that I'm kind of sharing with you guys. Have actually come from you and we are very excited that we'll be rolling out all these features later this year. So now let me deep dive into what all these new features will include. Zanet will help you manage your 1099 process efficiently. You can quickly categorize all those vendors that are eligible for 1099. In case if you are missing W9 form from your for your vendors, you can easily request it from your client as well as vendors. Now the best thing here is that once you receive this W9 forms from your clients or vendors, it's going to auto capture information from that form and then also update your vendor profile. And all this information, whether it's a form or your vendors basic information will also be updated back to your accounting software as well. Now once you are through with the whole process, you can also easily export it to your favorite 1099 tax filing software. Which is track 1089 and tax 1099. So that's all you'll be able to do with 1099. Now the next which is a document in file management system. So in case if you are using any other docs or file management system, this can easily replace it. So here you should be able to store all of your bank statements, credit card statements, your income tax returns, loan documents. So you can as you are working in Xanadu. In any particular client, this will be very handy for you guys to find these documents. And the best thing here will be that you can also publish all these documents to your client as well on the portal. So let's just say if you have 10 folders, but you only want the five folders and five specific files, you can publish it to your client and your client will be able to see on the client portal as well. There's some fancy features where you can color code the. Folders, you can, let's just say once you receive any files from your client on any of the questions, you can also store it here as well. So that's a file management system that will be rolling out this August itself. The third, again, this is a big one that is a mobile app for the client users. So you can ask your clients to download our mobile app and they can just respond to all of your questions, right? From their mobile, it's gonna be on Apple as well as Android both there are some additional features that they'll be able to take advantage of that is leave the voice note. So in case if there is some complicated or complex response and they kind of having hard time to typing in or it's a long response, they can simply leave a voice note as well. There's a chat feature that's also going to be coming. And then in case if there are any document or receipt in there. Phone, they can easily upgraded as well. So again, the good news is that this is coming in August itself, right? So now we have interactive reporting. So with this reporting module, you will be able to publish the reporting to your client and it will show up on their client portal. The best part will be that it's going to be interactive, which means that if your client wanted to drill down to any of the account, look at the Twinrix pens. Your client will be able to do that. If your client wanted to ask question on any of the transaction or any of the account, they can also do it as well. Obviously in case if they wanted to download any PDF version, they can also do that on your end. On accountant side, you guys can design, I mean whatever kind of reports that you like, there's going to be a template that you can design and you decide which reports that. You want to include as a part of reporting package and you can publish it accordingly. So this is 100% going to be a game changer because this is something we are very, very excited about it. Alright, so this is coming somewhere in early October or somewhere in October, right? Yes. And one more thing that you will be also able to include some good graphs or executive summary and all of it, right? That's that. The form and user level inside. So we will be introducing some core reporting that's going to be held the firm owners as well as the users as well. So from the firm owners perspective, you guys will be able to do some capacity planning. You guys will be able to find out the client realization rate. You guys will also have visibility as to what are your billable hours versus non billable hours and there's going to be a lot more. So that's going to be. In from an end user level insights e-mail integration. So again this is something I have been requested by many of you guys. So you guys will be able to integrate your emails in eanet so that your clients emails will automatically be attached to the client that you're working in it. So if you are going in client, if it's going to read your client inbox and find all the client A related emails and you will find it in Xanadu. Once those emails will show up Internet, you guys can also take some accents around it, so you guys can create a task from there itself. You guys can attach that e-mail to any of the Twan Dixon. You guys can initiate some internal comments on that as well. So this is something we plan to roll out somewhere in November, alright and then the mobile app for staff users, meaning the firm users, so the mobile app just like we will. We will be rolling out the mobile app for client users. We will have a similar app for staff users as well, so that is expected to come out again later this year. Same way it's going to be available on iOS as well as Android. There's gonna be, not everything will be available on mobile, but yes, there will be certain features, for example, managing task or files or chat. All of those features will be available on mobile apps and obviously it will get evolved as we start working on that. So that's again coming later this year. And then the finally the receipts, again the most requested feature by many of you. So in this case, you guys can upload any of the documents, bills or receipts or whatever. It's going to auto capture the information and it's you will be able to directly push the entry to your accounting system. In case if there are already Twinrix since recorded in your QuickBooks or zero file, the system will be smart enough to match it based on the receipt information and then you. Basically, it will avoid the duplication and they're going to be a lot of other features, but you guys also be able to create some rules around it. So that way in case if you wanted to say some categorization rules, you guys should be able to do that as well. Again, we'll be rolling out the first version. It will get evolved as we start to get feedback from you guys. So this is a quick glimpse of all the new features that we are rolling out. This year, well, we exhibit a very, very excited about this and I hope and I believe you guys will probably more excited than us. Thank you.