Presented by Tami Tyner Tax Roadmap Presented by Tami Tyner

Agenda Civica CMI product family Product development life cycle Product review

Compatibility Future product development Questions & answers Closing Agenda Compatibility Future product development Questions & answers Closing

Civica CMI Product Family

Envision Plan Prototype Develop Test Package Release

Authority Tax Feature Description Authority Report Writer This ad-hoc report writer replaces the User Defined Reports in client server tax. Abbreviated ARW, this feature is installed in all of our Authority financial applications. Court Module This new module allows you to track account balances by year that are in or have been to court. There are letters and forms available and a tab in tax master maintenance for quick reference and drill down. A session on this module will be available at this conference.

Authority Tax Feature Description Letter Printing Letter printing is integrated to Authority Forms. It is done with Word merge and has 20 comment fields available with 8000 character entry available on each comment field. Letter template versions are stored as templates as they are revised for accurate reprinting. Form Printing Forms are printed through Authority Forms using Crystal Reports. The forms can be set up or adjusted by Civica CMI support or by a client if they have a full version of Crystal reports and know how to use it. There are Crystal report classes offered at this conference.

Authority Tax Feature Description Tax Connect Authority Tax integrates with our new Authority Tax Connect product that was rewritten for SQL. There is a session to show the new design and features at this conference. Menu selections Some menus have been renamed, moved or consolidated based on their function and use.

Authority Tax Feature Description User setup A new menu item that has user access, configurations and reports has been added. User access now includes more information about each user, roles to copy and the ability to set access by menu groups. Dash board A dash board has been added to the product that is configurable. It includes a task reminder feature.

Compatibility Client supported operating systems Windows 10 Windows 8 Windows Vista

Compatibility Server supported operating systems Windows Server 2012 Windows SQL Server 2008/R2 Windows SQL Server 2005 Windows SQL Server 2012

Product roadmap summary Authority Tax Roadmap 2016 2017 2018 Key Deliverables Q4 Q1 Q2 Q3 Digital Mobile Integration Analytics Cloud Automation Compliance & Enhancements Finance Reports and ARW views Tax Connect Print Jobs HB5 and improved entry screens

Product roadmap summary Authority docuScan Roadmap 2016 2017 2018 Key Deliverables Q4 Q1 Q2 Q3 Digital Mobile Integration Analytics Cloud Automation Compliance & Enhancements Authority Tax Soft printing Date stamping improved user interface

Authority Tax Feature Description New Interface New interface to Authority Finance and Client Server Finance Tax Connect documents Upload documents from Tax Connect to Docuscan IRS module Separate module to store, filter and communicate with taxpayers regarding information from the IRS connection. ACH refunds Provide the ability to pay refunds by ACH credit file. Billing module Module to print and track account delinquent balances by year

Authority Tax Feature Description HB5 changes Address any changes for HB5 or new legislation Amendments Improved entry screen NP Returns Single vs Joint entry screens Job Printing Set up predefined job printing of letters or forms

Authority docuScan Feature Description Soft Printing No longer need to print and then scan. Scan directly to a “docuScan printer” User Interface Improve the user interface Date Stamping Add date and time stamping to document. .NET Move to the latest Microsoft .NET technology

Questions? Let’s take a few minutes to cover any questions you may have about the material presented.

Thank you! We’re glad you were here and hope this session had value for you. If you have any questions, please contact us using the methods below: Tami Tyner Phone: 800-686-9313 x3152 Email: tynert@civicacmi.com