CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Document Management: On-Premises or Cloud? Accounting & Tax Firms

  • CPA (CA)
  • CMA
  • CPA (US)
  • EA
  • Maryland Tax Preparer
Document Management: On-Premises or Cloud? Accounting & Tax Firms

1 Credit

FREE

Subject Area

Information Technology

Webinar Qualifies For

1 CPE credit of Information Technology for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00731-21-O)

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00731-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Why Client Experience Matters in Every Accounting Firm

(202)

Oct 19, 2021 | 03:00 PM EDT View Details

Forensic Accounting: Fraud Investigation Engagements

Oct 19, 2021 | 03:00 PM EDT View Details

IRS Representation Series - Reducing IRS Assessments for Interest & Penalties

(1)

Oct 19, 2021 | 03:00 PM EDT View Details

Sales Tax Liabilities Of Manufacturers And Other Service Providers

(173)

Oct 19, 2021 | 04:00 PM EDT View Details

President Biden's Tax Proposals: A First Look At The Pending Storm

(202)

Oct 19, 2021 | 04:00 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

(13)

Oct 20, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

(119)

Oct 20, 2021 | 09:00 AM EDT View Details

Is It Time for a Development Audit?

(1)

Oct 20, 2021 | 09:00 AM EDT View Details

IFRS Fixed Assets (Property, Plant & Equipment)

(6)

Oct 20, 2021 | 09:30 AM EDT View Details

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

(5)

Oct 20, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?

(21)

Oct 20, 2021 | 10:00 AM EDT View Details

SOX Overview

Oct 20, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dynamic Arrays

(2)

Oct 20, 2021 | 10:00 AM EDT View Details

Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding

(2)

Oct 20, 2021 | 10:00 AM EDT View Details

Proper Preparation Submission & Negotiation - Offers in compromise(OIC)

(206)

Oct 20, 2021 | 10:00 AM EDT View Details

Course Description

Approximately 7.5 percent of paper documents get lost. The other statistics show that up to 15% of the company’s revenue may be spent on maintenance and management of paper-based processes. The figures prove that lack of document automation can lead to various devastating consequences.

The 6TH Annual AFOT survey revealed that 39 percent of firms store email in the cloud; 33 percent use some cloud office applications such as Google Docs, and 25 percent are using cloud-based client accounting software.

How do you know whether on-premises software or a cloud solution is right for your firm?

There is much to consider when choosing the best software hosting method for your firm. There is no "one size fits all" solution. While one firm may be best suited for an on-premise solution, another firm may find a cloud solution that works best, while another firm finds a hybrid solution to suit them best. In this CPE course, we will highlight the pros and cons of each hosting method and share insight into deciding what hosting method is the ideal choice for your unique firm.

Major topics covered in this online CPE webinar:

  • Advantages and disadvantages of On-premises Software
  • Advantages and disadvantages of Private Cloud
  • Advantages and disadvantages of SaaS
  • Advantages and disadvantages of hybrid cloud


Join this CPE webinar and take the next step toward a digital future today!

Learning Objectives

  • To identify several different types of cloud computing available
  • To recognize how the accounting industry is adopting cloud
  • To list the pros and cons of each hosting method
  • To determine best practices for choosing the optimal hosting method for your unique firm
  • To summarize Doc.It's hosting architecture

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • IT Managers
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA