We know moving to the cloud (really, moving from any tax and accounting software to another) isn’t easy, so why do tax professionals and accountants do it? What are the challenges and motivations they face that cause them to make the switch? And, what benefits do they reap after making the investment to change?
Mariette Martinez, EA, is a virtual small business accounting consultant and tax professional who moved her practice to the cloud several years ago. We interviewed her to find out what challenges she faced on desktop-based software, how the cloud helped her resolve these challenges and the additional benefits she gained after making the transition.