If you haven’t made the switch to using cloud software in your practice, you’re missing out on infinite potential of improved efficiency. See why!
1 min read
If you haven’t made the switch to using cloud-based accounting software in your practice, you’re missing out on infinite potential of improved efficiency. Cloud computing allows you access to an enormous amount of web-based storage capacity stored in remote data centers, instead of using up the storage of your computer — no more computer crashes during tax season due to a full hard drive. Still not convinced you should switch to a cloud-based software system? Check out this infographic to learn how utilizing the cloud could save your practice money and headaches:
According to a Cloud Security Alliance (CSA) study, "...nearly two-thirds of IT professionals trust the security of cloud computing equally or even more than their on-premise systems." In fact, IT companies who currently trust the cloud with their information include NASA, Dow Jones, Amazon and Samsung, so you'll be in good company. And even better, many cloud-based software services are pay-as-you-go, so you won't have to worry about busting your company budget.
According to The Paperless Project, a typical company spends 15% of its revenue on creating, managing, and distributing paper documents, so you could significantly reduce your practice's spending by moving your data to the cloud. Reduce costs by how much, you ask? "We've seen figures that a paperless strategy can yield savings as much as 30% to 40% in expenses," said Mike Sabbatis, Chief Operating Officer at XCM Solutions, LLC.
According to a survey conducted by CPA.com, 90% of accountants agree that offering digital services will set them apart over the next 5 years. In fact, by 2020, 80% of small businesses will be using the cloud in some form, so you'd be wise to get a jump-start on your competition and start offering cloud services while it's still a new concept.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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