QuickBooks Desktop in the Cloud. Presented By: Robert J. Chandler President/CEO Cloud9 Real Time

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1 QuickBooks Desktop in the Cloud Presented By: Robert J. Chandler President/CEO Cloud9 Real Time

2 Learning Objectives Learn what the different types of Cloud technologies are Identify best practices for Cloud implementation Develop new Client Accounting Services Explore Cloud Security Evaluate the user experience of working in the same QB files as your client, at the same time

3 About Robert J. Chandler National Advocate & Speaker to Accounting Professionals and Conferences nationwide Published Author Together in the Cloud The Ease and Convenience of Cloud Computing Top 40 Under 40 Award , 2008 and 2010 CPA Practice Advisor Magazine Small Business Influencer Award 2012 Top Leader Expert Award

4 Every 10am PST

5 About Cloud9 U.S. Based with Headquarters in San Diego, California Licensed by Intuit & Sage as Commercial Host in the US and Canada Accredited Managed Service Provider SOC2, SSAE16 Certified Data Center 2012, 2013 & 2014 Reader s Choice Award Best ASP/Hosting Provider by CPA Practice Advisor Magazine 2013 Sleeter Awesome App Award 2012 K2 Enterprises Technology Award for Top Hosting Company Inc. Magazine Award in 2013 Building Custom Cloud Solutions since 2000 Free Whitepapers at

6 What is the Cloud made of? Network Appliances Applications Servers Storage Estimated Infrastructure $452 Billion Dollars Source: ITC (Information Technology Company)

7 Hosting: Managed Service Providers Types of Cloud Solutions Virtual Servers hosting all of your Apps, Data and Users. Example: Cloud9 Real Time Online Access: Logging in via Browser to View Website that allows user to login and view account info but is not a full application. Example: Online Banking Storage: Online Portal for clients Primarily used for online data storage or file transfer. Example: Sharefile, DropBox, and CPA s have Website Portals SaaS: Software as a Service An application accessed online that is provided by a Vendor or Manufacturer; Not Desktop Edition. Example: Salesforce and QuickBooks Online

8 The Hosted Cloud EMPLOYEES ACCOUNTANT BUSINESS OWNER

9 Accountants headaches Accountants Copy of QBW File No more creating and sending files back and forth Sharing Information Central Location of documents Access Anytime, Anywhere Remote Login to your client s computer Client s computer needs to be on, no one can work on the file at the same time. It is slow, security risk and is very inconvenient Data Back-ups Company s are not backing up daily and off-site; Not checking the integrity of the back-up

10 Accountants headaches Installing Software Updates Spend non-billable time installing software updates IT Consultant the need to have an IT Consultant on staff or on retainer with billable hours The Need for Instant Answers Business Owners contact us after the fact Research of Technology Changing daily therefore, spending hours researching solutions for our practices. Non-billable time Mobile Office Accountants spend too many hours at their desk instead of being with their families

11 BEST PRACTICES

12 Security When choosing a cloud provider make sure security is your top priority Security Fundamentals SOC2, SSAE16 Certified Data Center 256-bit Encryption Automatic Backups (at least daily) Uninterrupted Power Supply Mirror Disk Imaging RAID Implementation 24/7 Onsite Monitoring N+1/2N Redundancy Based in the USA Emergency Support 24/7

13 Security

14 Flexibility Virtual Servers Private Virtual Servers allow your business to have freedom and flexibility in what data, files, and software applications you host and for which users. Gain anytime, anywhere access to your server in the cloud.

15 Flexibility Collaboration Multi User mode access so that Accountants, Employees, and the Clients can all be working in the same files at the same time. This will keep your financial data in real-time. Multiple Offices Have employees and clients spread throughout the world all connecting into the same Virtual Server

16 Cloud is Highly Scalable versus Traditional IT You can easily upgrade or downgrade you IT requirements based on your business needs Scalability Because of the highly scalable nature of cloud computing, several companies are now relying on managed and secure data centers where cloud experts are experienced in maintaining and scaling shared and private clouds. This allows for quick and easy allocation of resources in a monitored environment.

17 15,000 Hard drives fail every day Disaster Recovery 94% of companies that suffer a catastrophic data loss without having backed up their systems go out of business within 2 years 70% of companies do not have a disaster recovery plan 40% of businesses never reopen following a disaster SMBs lose on average $3,000 a day while closed due to a disaster

18 Disaster Recovery Using the cloud will allow employees to telecommute in times of a disaster Clients will feel safer knowing that you haven t lost any of their data Files are backed up at a minimum daily so there is no need to worry about data loss Assign an employee to be in charge of your business continuity plan and develop communication protocols

19 How much do you currently spend on IT? Hardware (Servers, Switches, Racks, Networking etc) Software Licensing IT/Maintenance Personnel Electricity and Redundancy Backups Cost Savings The Cloud can save businesses on average 30-50% on IT costs annually Reducing startup Reduce overhead with telecommuting Going Paperless Enterprise level hardware/resources Good IT personnel is expensive

20 Customization Stay away from cookie cutter solutions Many providers like to fit you in a specific package that won t provide a 100% solution to your business. Customized Cloud Pick what software/apps you want hosted Determine the needs for your business You decide how often and when your backups are done Pay for what you use, not additional items you don t need

21 The Cloud9 Virtual Server What sets us apart from the rest All Inclusive Servers No Monthly Storage Fees No IT or Maintenance 3 rd Party Applications Hosted Packages based upon # of Users Microsoft Office Exchange Hosting Available PDF Reader/Writer Pro Document Management & Storage Letter Drive on your computer Copy & Paste capabilities Customized access for each user Private Label All the benefits of online access, without switching systems

22 4 Different Ways to Login: 1. Desktop Icon 2. Internet Browser 3. RDP/Windows Desktop 4. Cloud9 Mobile App Send More Traffic to Your Site

23 Desktop Icon For Private Computers 1. Create Shortcuts on Desktop 2. Remember login credentials 3. Launches applications in local task bar 4. Seamless with up to 16 monitors

24 Via Internet Browser

25 Full Desktop Version of QB

26 Shortcuts to Applications Windows Server with User Friendly Desktop Individual Users with Customized Access Multiple Versions of QB s and Other Applications

27 C9 Mobile

28 Applications in the Cloud Over 500 Apps Hosted QuickBooks Premier QuickBooks Enterprise Microsoft Office Microsoft Exchange Services Lacerte Drake CCH Products Thomson Reuters Suite Sage Products SurePrep (1040Scan) Avalara SmartVault ProSeries BNA Tax Planner Adobe T-Value Optimizer CRM Bill.com

29 Vendor Questions to Ask Check List SOC2/SSAE16 Certified Data Center Accredited Managed Service Provider Authorized Commercial Host SLA Service Level Agreement Hours of Support / Self Service Help Desk Mobile Device Compatibility Storage Fees Restriction of Applications Server Administration License Fees Seamless Windows for Multiple Monitor Support Who Owns the Data?

30 Request a Quote To Get A Customized Proposal Call (888) to speak with a Sales Rep sales@cloud9realtime.com

31 2 Day Training on Cloud Solutions Top Technology Speakers Debut of New Technologies for 2014 Grow your Practice in the Cloud Tour of SSAE16 Certified Data Center Save the Date

32 THANK YOU FOR JOINING QUESTIONS?