Gilligan Sheppard can help you to set up your online solution whether it’s MYOB or Xero setup and work out which add-ons you might need. We also provide our clients with access to their own electronic data space – including electronic signatures for your documents.
Quicklinks to jump down the page, or scroll and read at your leisure
- Gilligan Sheppard’s client login to access electronic data space
- MYOB – accounting software and payroll solutions
- Xero – cloud-based accounting software
Client Login
Gilligan Sheppard clients can access their own electronic data space, as a result you can send information securely to us. In addition you can view your uploaded documents as required. We send out an annual checklist for collating information to prepare your financial statements and tax returns using your client login.
Gilligan Sheppard send a financial package to you the client, which includes; financial statements, tax returns and minutes. Consequently, these can be signed and returned electronically in a matter of minutes using our online portal from wherever you have an internet connection.
The client portal uses cloud technology that can be accessed via the internet. All communications and file attachments are encrypted. This makes it far more secure than using email attachments. This means clients can use the client portal knowing that their documents are secure and confidential.
Our electronic checklist is very popular and easy to use. You can easily upload scanned documents from your computer and backups of any electronic data created from accounting packages. In order for us to prepare accurate accounts and income tax returns, we need accurate information from you. We try not to use accounting jargon so please let us know if you don’t understand something.
If you have any problems with the questionnaire or use a Mac computer, please contact us and we can send the questionnaire by snail mail. If you haven’t already been sent your client login details, please contact us.
 | For further information, please contact Debra Houghton, our Practice Manager. Debra Houghton Em: debra@gilshep.co.nz Read Debra’s profile here… |
MYOB
MYOB believes that no two businesses are the same and they offer more than 50 products and services. From desktop software to cloud-based solutions, MYOB can fulfil your needs. With the right tools for your business, you’re free to focus on doing what you really love.
Gilligan Sheppard can help you to set up MYOB and to work out which products you need to make things easier in your business.
 | For further information, please contact Amy Tomes, our Business Advisory Services Manager. Amy Tomes Em: amy@gilshep.co.nz Read Amy’s profile here… |
Xero
Gilligan Sheppard embrace Xero to enable our clients to have a choice and find a solution that works for them. We want to create efficiencies that we can pass onto our clients. By using Xero we can work alongside our clients, add value and be true partners in their business.
To ensure you get the best out of Xero for your business. We assist our clients with Xero setup, conversions; add ons, training and reporting for all your requirements.
Xero is a great tool to help run your business, especially when it’s set up the right way. Talk to us to find out how to convert (move) and set up your data from your existing system.
Client feedback is always the best part of the setup and conversion to Xero. Our clients experience has been that they have received more than expected:
“With the help of Gilligan Sheppard, the change to Xero went smoothly. We were fully supported whilst we came to grips with the new software and we always received prompt responses to queries.
Xero saves me time on a daily basis and is easy to use – I recommend it to everyone I speak to.”
Gail Kingston, Administration Manager, Citymed Medical Limited
“Xero is a godsend! The more I use it, the less I have to do. My previous accounting software is in the rubbish as I’ve realised I don’t have to be a Microsoft Technician to operate Xero. As with anything worthwhile, there is a minimal initial cost; setup, linking to my accounts, tuition at the Gilligan Sheppard offices and a monthly subscription fee.
Gilligan Sheppard came to my home to make sure I had a grasp of the system and they provide help over the phone. It’s a great system – the future in accounting is already here.”
Richard Hood, Universal Flooring Limited, Centreline Properties Ltd.
Spotlight Reporting
Spotlight Reporting sheds light on your performance. It’s a cloud-based software and provides both financial and non-financial reporting so you can forecast, expand revenue and provide client satisfaction. Using this tool, we can focus on what really matters to your bottom line. It takes accounting jargon and translates it to everyday language. It means that we can have much deeper and broader conversations with you so that you can make sound decisions.
Click here to read more about Spotlight Reporting.
We are a Xero Gold Partner and look forward to talking with you about your business and how Xero can consequently maximise your time.
 | For further information, please contact Tania Stenersen, our Xero Specialist. Tania Stenersen Em: tanias@gilshep.co.nz Read Tania’s profile here… |
