This five-part series is designed to speak to the group that, for whatever reason, does not want to move to a cloud-based solution, but are looking for the reassurance that they are not “close minded” or “behind the times.”
Part Five: "So, Can I Have the Best of Both Worlds, Desktop and Cloud?"
In this series thus far, we have covered some of the reasons people are apprehensive about moving their accounting to the cloud.
As an end user of accounting software, the questions we covered are all legitimate considerations that should preclude a desktop software user from moving to a cloud-based solution if any promised additional functionalities are not needed. In the final part, we cover what is probably the most important question: "Can I use both?"
There is, of course, a very significant push by major software providers to move their users to a cloud-based platform. Although those options do provide some potentially useful features for a desktop user, the reality is, the software providers make substantially more money from online solutions. So, there will continue to be a very heavy push in this direction.
However, you will always be the client, and you will have the option to choose which resource makes the most sense for your accounting needs. This is in spite of the fact that software providers or active bloggers may try to to convince you that, by not moving to the cloud, you are “missing out,” “simply opposed to change” or “behind the times.”
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If you are an accounting professional or bookkeeper, the best news is you do have a full “menu” of resources that will allow you to best serve the needs of your clients. If you are like me, you are always willing to hear about solutions that may make a task easier, but at the end of the day, you want to choose the option/solution that works best for you.
In other words, if the desktop version of your software is working well for your business and you want to continue working within your local environment, there is no reason to change. If, however, you are seeking a simpler way to provide access to your desktop file for your accountant/bookkeeper or you have remote computers/staff members that need access, you will want to consider Qbox.
With Qbox, accountants and their clients continue to use the same desktop version of QuickBooks, but they have a locally hosted copy of the file that is continually synchronized with their remote client’s copy. In other words, no more sending QBW files back and forth. There's also no more screen sharing, no expensive cloud hosting and no more downloading/uploading QuickBooks files.
In other words: You can experience the best of both worlds by continuing to use your desktop version of your accounting software but allowing the cloud to help you collaborate and back up your files automatically at a reasonable price.
About Chris Wise
Chris Wise is Director of Sales and Marketing of Coral Tree and integral in the successful growth of their flagship product, Qbox. Prior to joining Coral Tree, Chris worked for the past 18 years in the insurance industry specializing in employee benefits. Chris has participated in the founding of three successful agencies in addition to being a business and marketing consultant to brokers throughout the area.