Cloud Services

We are proud to have been one of the first, and one of only a few, local CPA firms to be 100% Cloud-based.  Our software, document storage, email and phone system are all Cloud-based.  We have contracted with a secure SOC2/SSAE16 certified data center in San Diego, CA to host our tax, bookkeeping and productivity software as well as to store client documents.  We have also contracted with a SOC2/SSAE16 Type II data center in Chicago, IL to host our website and client portal system.  With our client portal system, we are able to store client copies of tax returns, financial statements and other documents and give them 24/7/365 access.  With our Cloud hosting, we are able to work on clients’ books and tax returns from anywhere with internet access.  This makes our office environment extremely mobile and enables us to provide extensive services to clients hundreds of miles away from our physical office.  We are also able to host the full desktop version of QuickBooks for our clients, allowing us and them 24/7/365 access to their books.  Our QuickBooks Cloud hosting package also includes Cloud hosting of Microsoft Word, Excel and Outlook at no additional charge.  Please take a minute to watch the demonstration video to learn more about our Cloud hosting package by clicking on the link below.


Watch a demo of the eDashboard program included with our Cloud Hosting package below!