Cloud Computing for CPAs

CPA Firms are now, more than ever, considering the cloud as a alternative to local networks.  While many struggle to maintain local networks they are slow to warm to the idea of depending on outside resources.  The firms that are looking appear to be looking category by category rather than a wholsale leap.  Key areas of interest are workflow, client accounting, practice management, audit solutions, time and billing, portals.

Top Five Problems Facing Cloud Computing

  1. Bandwidth
  2. Reliability
  3. Security
  4. Breadth of Choice
  5. Regulation Compliance such as HIPPA, 7216, etc.

 Cloud Computing Solutions

SaaS - Software as a service.  These solutions were designed from the ground up to run accross the Internet instead of a local network.

Hosted - These products are the same as you would have installed on your local network and are now shared via the Internet.

National Hosting Options for QuickBooks


Tax Preparation


Document Management

Audit Solutions

Scan, Organize, & Populate


Practice Management Solutions

Billing Solutions

Office Applications


Sites that are paid for product placement, but maintain broad catalogs of products:

Entry Level (SMB)

Mid-Market (SME)

Payroll Solutions

Tax Compliance

Mobile Apps

Phone Options


  1. Vantage Communications:
  2. Microsoft Teams Phone:, Teams Operator Connect Configuration
  3. 8x8:  
  4. Mitel Cloud:
  5. Fonality Flex:
  6. MegaPath:  
  7. OnSIP:  
  8. Momentum:
  9. Alteva:  
  10. XO Hosted PBX:
  11. VirtualPBX:
  12. Apptix:  
  13. RingCentral:  
  14. Nextiva:
  15. nexvortex:
  16. NextLevel:
  17. Fusion Connect:
  18. TPx Communications:


  1. NetFortis Fonality:
  2. MiVoice Connect (ShoreTel Connect On-site):   (now owned by Mitel) 
  3. Avaya:
  4. Mitel:  
  5. Cisco: