Transitioning Your Clients to the Cloud from Initial Discussion to Implementation to Client Usage

Transcription

1 Transitioning Your Clients to the Cloud from Initial Discussion to Implementation to Client Usage

2 About Us U.S. Based with Headquarters in San Diego, California Licensed by Intuit & Sage Commercial Hosting Provider in United States and Canada Accredited Managed Service Provider SOC2, SSAE 16 Data Center 2012 Reader s Choice Award Top Host CPA Practice Advisor Magazine 2013 Sleeter Awesome App 2012 K2 Enterprises Technology Award for Best Hosting Co. Building Customized Cloud Solutions for Accounting Professionals since Free Whitepaper

3 Different Types of Cloud Solutions Hosting: Managed Service Providers Example: Virtual Servers hosting all of your Apps, Data and Users; Cloud9 Real Time Online Access: Logging in via Browser to View Example: Online Banking Storage: Online Portal for clients Example: Many CPA s have Website Portals SaaS: Software As A Service Example: Salesforce and QuickBooks Online

4 What is the Cloud made of? Network Appliances Applications Servers Storage Estimated Infrastructure $452 Billion Dollars Source: ITC (Information Technology Company)

5 Overview of the Cloud EMPLOYEES ACCOUNTANT BUSINESS OWNER

6 What is Driving Cloud Computing? Benefits: In one word: Economics Faster and Simple to use Data Back-up, Network, & Server Redundancies Disaster Recovery Plan Certified Data Centers Work Anytime, Anywhere Eco-Friendly

7 Security SOC2 & SSAE 16 Data Center 256-bit encryption 1 st username and password for Online Portal 2 nd username and password for QuickBooks File 24x7x365 on-site security staff Redundancy of all data and data center systems

8 Data Centers Security, Badge, Biometric Scan, Codes, Man Trap Power 12+ Megawatts Cooling Systems Fire Suppression Network Connectivity Physical Security Hands on services Uninterrupted Power Supply

9 Applications in the Cloud Hosted Applications QuickBooks Premier QuickBooks Enterprise Microsoft Office Microsoft Exchange Lacerte Drake CCH Products ATX Spring Ahead 1040 SCAN Office Tools Professional SmartVault Sage Solutions Thomson Reuters Suite ProSeries T-Value Optimizer CRM Bill.com

10 Your Virtual Office in the Cloud

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14 Document Storage and Retrieval System View all clients information in a single portal Inbox a) Save b) Scan c) Fax d) Server Drive Add, Copy Any Documents Manage Accounting Tasks Access 3 rd Party Applications Private Label with your Information Find Documents in Seconds Different Themes to Choose from

15 What s New! No More buying QuickBooks You can now lease the latest version of QuickBooks via Commercial Hosting Available in the United States and Canada USA: Premier or Premier AE for $12/mo/user Canada: Premier or Premier AE for $12/mo/user Enterprise with Payroll for $30/mo/user Enterprise is available for lease for Canadian Version Only

16 Why should I move to the CLOUD? Reduced Cost Cloud technology is paid incrementally, saving organizations money. State of the Art IT Infrastructure with 24x7x365 Hands On Service Better security and compliance with continuous monitoring, results in improved reliability, performance and productivity Disaster Recovery Automatic Offsite Backups remove the liability and ensure backups with integrity as well as stored remotely. No Application Learning Curve You are using the same applications you use today, full Desktop versions. They are just now stored and running in the Cloud versus locally where you manage. Allows IT to Shift Focus No longer having to worry about constant server updates and other computing issues, you can now shift the focus to be on billable hours. More Mobility 24x7 access from anywhere

17 Check List SOC2 and SSAE 16 Data Center Accredited Managed Service Provider Authorized QuickBooks Commercial Host SLA Service Level Agreement Hours of Support / Self Service Help Desk Private Label Storage Fees Restriction of Applications Server Administration License Fees Seamless Windows Who Owns the Data Questions to Ask

18 Thank you for your time today. Any Questions? Presented by: Kacee Johnson, MBA Executive Vice President