Work from anywhere. Stay compliant everywhere.

Yes — but the architecture differs by product. CCH Axcess is cloud-native, so it just runs in a browser. Lacerte and Drake are locally-installed Windows applications, so we host them on Azure Virtual Desktop or a hosted terminal-server environment to make them accessible from anywhere. Each path has tradeoffs for performance, cost, and user experience. We design the right architecture for your specific software stack and user count.

This is the #1 concern we hear about cloud migrations. The answer: (1) we design redundant internet connections as part of the deployment, (2) modern cloud software is very resilient to brief interruptions, (3) many hosted environments cache work locally during outages. Firms that properly set up their cloud environment experience less tax-season downtime than firms on aging on-prem servers.

Typically improves it, significantly. Microsoft Azure and M365 have HIPAA and GDPR certifications at the platform level. They provide encryption, access logging, MFA, and DLP out of the box. You still need to configure it correctly (that's where we come in) and maintain your WISP, but you inherit a tremendous amount of security from Microsoft's infrastructure.

Yes. That's a primary reason firms move to cloud. Whether we deploy Azure Virtual Desktop, Citrix, or a traditional VPN depends on your software and user count. Your team logs in from home, gets the same apps and files they have in the office, and can work at full productivity. Especially important during tax season when extended remote hours are common.

We plan migrations around your calendar. Never during tax season. Never during extension filing windows. We build a staged plan: migrate email first, then files, then applications, then decommission old servers. Your team tests each phase before the next. The whole process typically takes 4-8 weeks depending on complexity.

Over 3-5 years, cloud is usually 20-30% less expensive than maintaining on-prem servers when you account for hardware refresh cycles, power, cooling, maintenance, and upgrade projects. Monthly costs are higher (you're paying operating expense instead of capital expense), but total cost of ownership is typically lower, especially for firms under 50 users.