CLOUD SERVICES

Cloud Services for CPA Firms

Embrace the flexibility and efficiency of cloud technology. Cloud services are designed to enhance your CPA firm's productivity, collaboration, and security, allowing you to work smarter and more efficiently.

Benefits of Cloud Services

Cost Savings

No Onsite Hardware: Eliminate the need for expensive on-premises equipment.

Pay-as-You-Go: Only pay for the resources you use.

Enhanced Collaboration

Real-Time Collaboration: Work on documents and projects simultaneously with your team.

Remote Access: Access your data and applications from anywhere, on any device.

Scalability

Flexible Resources: Scale resources up or down based on your business needs.

No Upfront Costs: Adjust resources without significant upfront investments.

Security and Compliance

Data Protection: Secure your data with advanced encryption and security measures.

Regulatory Compliance: Ensure compliance with industry standards and regulations.

Elevate Your Firm's Productivity with Top-Tier Cloud Solutions.

Microsoft 365

QuickBooks Online Accountant

CPA firms boost productivity using Microsoft 365 with Teams, Outlook, and SharePoint for communication, document management, and secure data access. The platform's security protects client information, meeting regulations.

Enhances productivity by allowing CPAs to manage multiple clients’ accounts from a single platform, simplifying tasks and improving workflow efficiency.

rightworks

Rightworks OneSpace securely hosts QuickBooks Desktop, QuickBooks Online and more—all in a single, intelligent cloud platform that was purpose-built for accounting professionals.

Xero

Empowers accounting firms to streamline compliance and tax processes, consolidate work and practice management, and offer timely guidance to clients, thus elevating the quality of service provided.

Canopy Tax

Accounting practice management software

Canopy Tax software offers several benefits that can greatly enhance the efficiency and effectiveness of CPA firms.

Here are key benefits:

Centralized Client Management:

Benefit: Canopy provides a comprehensive CRM that allows CPAs to manage all client information in one place.
Why It Matters: Centralization improves access to client data, increases efficiency, and enhances client service.

Task and Workflow Automation:

Benefit: Canopy automates many administrative tasks and workflows.
Why It Matters: Automation reduces manual effort, minimizes errors, and ensures timely task completion, crucial for meeting deadlines and boosting productivity.

Document Management:

Benefit: The software includes a robust document management system that allows for secure storage, sharing, and organization of documents.
Why It Matters: Enhancing data security, ensuring compliance, and simplifying document management.

Integrated Billing and Invoicing:

Benefit: Canopy offers integrated billing and invoicing tools.
Why It Matters: These tools assist CPAs in managing billing efficiently, tracking billable hours, generating invoices, handling payments, and improving financial management.

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Thomson Reuters CS Professional Suite

Integrated software for accounting firms.

Thomson Reuters CS Professional Suite offers integrated software and services to boost tax and accounting firms' productivity and profitability.

Here are key benefits:

Comprehensive Integration:

Benefit: Seamlessly integrates various tools and services into one platform.
Why It Matters: This reduces the need for multiple software systems, streamlining workflows and increasing efficiency.

Enhanced Productivity:

Benefit: Automates repetitive tasks and simplifies complex processes.
Why It Matters: This allows your team to focus on higher-value activities, ultimately improving overall productivity.

Accurate and Efficient Tax Preparation:

Benefit: Provides robust tools for accurate tax preparation and compliance.
Why It Matters: Minimizes errors and ensures compliance with ever-changing tax laws, saving time and reducing risk.

Scalable Solutions:

Benefit: Offers solutions that grow with your firm.
Why It Matters: Whether you need a single tool or the full suite, it can scale to meet your firm's needs as it grows.

Improved Client Service:

Benefit: Facilitates better client communication and service management.
Why It Matters: Enhances client satisfaction by enabling timely responses and more personalized service.

Intuit Accountants

Effortless tax process with versatile software options

Intuit Accountants software suite enhances your tax software with essential tools that boost firm efficiency.

Here are key benefits to each :

Intuit ProConnect Tax:

Streamlined Workflow

Benefit: Intuit ProConnect offers an intuitive, cloud-based platform that simplifies tax preparation and filing.
Why It Matters: This streamlining reduces preparation time, minimizes errors, and allows tax professionals to focus more on client relationships and strategic planning.

Intuit Lacerte Tax:

Comprehensive Tax Solution

Benefit: Intuit Lacerte provides a robust and comprehensive tax preparation platform.
Why It Matters: It handles complex tax scenarios efficiently, reducing preparation time and increasing accuracy, which enhances overall client satisfaction.

Intuit ProSeries Tax:

User-Friendly Interface

Benefit: Intuit ProSeries features an easy-to-navigate interface designed for efficiency.
Why It Matters: This user-friendly design simplifies tax preparation, reducing training time and minimizing errors, thereby increasing overall productivity.

CCH Axcess Tax

Embrace Cloud-Based Work with No Restrictions.

CCH Axcess Tax offers thousands of automatically calculating forms and schedules for federal, state, county, and city entities.

Here are key benefits:

Cloud-Based Accessibility:

Benefit: CCH Axcess Tax is a cloud-based solution.
Why It Matters: Allows tax professionals to access and work on returns from anywhere, at any time, facilitating remote work and collaboration.

Integrated Suite:

Benefit: Offers seamless integration with other CCH Axcess modules.
Why It Matters: Enhances efficiency by allowing data to flow smoothly between tax, accounting, and workflow management, reducing the need for manual data entry.

Real-Time Collaboration:

Benefit: Enables real-time collaboration among team members.
Why It Matters: Improves communication and coordination within the team, ensuring that everyone is on the same page and reducing the risk of errors.

Automated Compliance:

Benefit: Provides automated compliance checks and updates.
Why It Matters: Ensures that all tax returns are compliant with the latest tax laws and regulations, minimizing the risk of errors and penalties.

Advanced Analytics and Reporting:

Benefit: Features advanced analytics and reporting tools.
Why It Matters: Helps tax professionals gain insights into their practice, identify trends, and make data-driven decisions to improve efficiency and profitability.