Accounting Practice Management Software Resources

Currently, we are having issues with just about every part of the billing/AR parts of the software.

We use all of the features of Office Tools, we have not had any issues with the A/R report, sales, or the W.I.P. report. I will agree with Greg that it can be complex. If you miss one of the steps it can cause the reports to be incorrect.

Yes, I would go to the cloud-based as you are given an added layer of security for one thing. Another benefit is that you can work from anywhere. One word of caution. I would ensure that you have an internet connection that is fast, and good hardware that is up to date to ensure adequate speed, otherwise you could get frustrated.

Yes, I would go to the cloud-based as you are given an added layer of security for one thing. Another benefit is that you can work from anywhere. One word of caution. I would ensure that you have an internet connection that is fast, and good hardware that is up to date to ensure adequate speed, otherwise you could get frustrated.

I think this is a complex question, that has many variables that you need to look at. Cloud-Based software is definitely a trend that will only pick up speed. You should consider: Type: As mentioned in another comment, you can either switch to Software as a Service, which is a platform that provides all of the software you are using to you and your employees. You can use a virtual hosting platform, this is essentially a virtual machine that has versions of your desktop software installed on it. You can also use a Hybrid Platform that syncs your local data and software to a cloud-based system. Cost: I can tell you that our firm has Proseries from 1999 - 2015, then Lacerte to present. Many providers will charge you by the application. Typically it will be a package that includes X applications, and everything over that you need to pay extra. Depending on the size of your firm, this could make it cost-prohibitive. There is more to think about, however, I don't want to post a dissertation. If you want to further discuss, let me know.