Choosing the Right Cloud-Based Option for Financial Data Sharing Understanding “One Size Does Not Fit All” (ACLO)


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Discussion Leader
Chris Wise

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Choosing the Right Cloud-Based Option for Financial Data Sharing Understanding “One Size Does Not Fit All” (ACLO)

Customer Rating

Field of Study

Information Technology

Level

Basic

Credits

1

Qualifies For

CPE

Overview

This course is for any professional trying to select a cloud-based resource to access/support their client’s financials. We will cover a range of different solutions from products that will help you support any clients continuing to work from their desktop to those that are ready to move to a Saas (software as a solution) option like QuickBooks Online or Xero. For the cloud-based resources, we will discuss the cost, ease of usage, data security, and other important factors.

Major Topics

  • What are my options for sharing financial information with remote users?
  • What is “Saas”?
  • What is a hosted solution?
  • What options do you have to share a QuickBooks desktop file?
  • What are the potential security risks of each?
  • What are the benefits/attributes of each sharing option?
  • What is required to initiate using one of these resources?
  • What are potential issues you may face on a day to day basis with each of these options?
  • What are the different cost structures for each of the alternatives
  • What happens if you decide to change options?
  • Which options will work with unique operating systems such as Mac
  • If a user is not very “tech savvy”, what are the most user-friendly options
  • Which of these options will allow me to continue printing/backing up locally on my computer?
  • What are my options for a multi user file with various people working at once from remote locations?

Learning Objectives

  • Know about the various options for sharing financial data with remote shared users
  • Recognize attributes of each and better understand the cost structure
  • Identify potential security risks associated with each option

Designed For

Financial professionals looking for a way to access/work on their remote client’s financials

Prerequisite

Basic understanding of financial software

Advanced Preparation

None


'
Discussion Leader
Chris Wise

No Future Events exist.
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