There has always been a challenge in the world of finance when it comes to accessing company files in QuickBooks. They’re often kept securely in a hard drive of a computer or server, which makes sharing them with the appropriate parties that need access difficult at times.
Saving copies on flash drives is cumbersome and there’s always the chance of a security breach if it gets lost or stolen. Trying to email files online has its own problems when it comes to large file sizes and security.
Connect2Geek is always looking for ways to make our clients’ lives easier when it comes to their technology. We work with multiple businesses in the Treasure Valley area providing proactive managed IT services, and when we see something they’re struggling with, it’s our goal to find a solution.
90% of accountants say cloud accounting and technology-driven processes are a key differentiator in their industry
We saw that many accounting, CPA, and tax firms were facing a challenge with easily allowing another team member or clients access to and the ability to work on a QuickBooks file. Security is of course of utmost concern as well as the ability for more than one person to work on a file at a time.
Our team found the solution and we now partner with MyQuickCloud to offer our clients in the financial industries (as well as others) a way to easily allow secure remote access to a QuickBooks file that’s hosted on a PC or virtual machine.
Using MyQuickCloud to Remotely Share QuickBooks Company Files
MyQuickCloud is a remote desktop software that works differently than some you may have used in the past.
If you’ve previously worked with other types of applications that let you login to a computer remotely, you may have faced issues such as:
- Only one user can login at a time
- Slow connection
- Cannot have simultaneous users accessing the same program
These types of problems have caused many firms to give up on a remote login software. And if that’s you, then you’ll want to take another look at this technology, because MyQuickCloud solves those issues and offers much more functionality than you may have experienced in the past.
Some of the features that make working in QuickBooks from multiple locations more fluid and useful for accounting, tax, and CPA firms include:
Multiple and Simultaneous User Access
No longer do you have to log out in order for someone else to log in. Multiple users can be working in QuickBooks at the same time, improving productivity and reducing interruptions.
This also makes it more efficient to review a client’s account with them remotely or have another team member working with you in another area of QuickBooks.
Login from Any Device, from Anywhere
MyQuickCloud allows accounting firms to take advantage of a more mobile workforce by allowing login to a PC or virtual server from anywhere on any device.
If you happen to be traveling and need to access your workstation, it’s easy to do quickly. So, you can basically take your computer with you wherever you go.
Control Access Areas
You can control remote access to an entire desktop or to selected apps only. This improves security by allowing you to restrict full access to specific users and you don’t have to worry that someone is going to have the ability to access anything on the computer that they shouldn’t.
The software has end-to-end encryption with an Advanced Encryption Standard (AES) connection to ensure anything you or another user does during your session is completely secure.
On-Premise or Cloud Options
MyQuickCloud offers options. You can use it whether you keep your QuickBooks files on a server or PC at your office or use a remote cloud server. The software is designed to be flexible with however you prefer to work. You even have the option of adding a MyQuickCloud managed cloud server with daily automated backups and updates handled for you.
Some of the additional features of the software are designed to make it as helpful and user-friendly as possible, and include:
- Remote Printing
- Copy/Paste File Transfer
- Multi-Monitor Capability
- Quick & Easy Setup
- A “Spaces” Area for User-Specific File Sharing
MyQuickCloud Overview Video
Interested in a quick overview? This video gives you the basics on how this remote sharing software works:
Learn More about MyQuickCloud from Connect2Geek
Would you like to see MyQuickCloud in action? Connect2Geek can show you exactly how the software works, what the interface looks like when you connect, and how more than one user can work simultaneously on the same program at the same time.
Improve file sharing and mobility! Call 208-468-4323 or contact us online to schedule a free consultation today.