Help Guides

Ever worry about sharing sensitive financial documents with clients or colleagues? This blog is your life raft! You'll learn how to use OneDrive and SharePoint to share your financial information safely and efficiently. We reveal tricks and tips for making sure your files are only seen by the right people, as well as how to easily track changes and updates. By the end, you'll be a pro at sharing sensitive documents with complete confidence.

Imagine a world where accounting professionals and their clients work together seamlessly, sharing information and completing projects in real-time. This isn't a dream; it's the reality that Microsoft Teams offers. 

Through dedicated channels for each client, accounting professionals can easily share documents, chat instantly, and manage tasks.  No more back-and-forth emails or confusing file-sharing systems.  

Teams creates a central hub where everything is organized, secure, and accessible.  This streamlines processes, saves time, and builds stronger client relationships through increased communication and collaboration.  

It's the perfect recipe for a more efficient, productive, and transparent client experience.

Remember those days when, as an accounting professional, you had a stack of paper files taller than your desk? Yeah, those days are officially over. Cloud computing is changing the game for accounting and bookkeeping professionals, and it's time your practice jumped on board. Think about it: working anywhere, anytime, with all your data safe and secure, plus increased efficiency and cost savings — it's a win-win for you and your clients. Let's dive in and see exactly what cloud computing can do for your practice.