Cloud or On-Premise – What’s Best for Your Firm?

Date: Tuesday, August 25, 2020
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Don Emery, CPA, CA, is Director of Client Solutions, Doc.It Inc.
Objective: Obtain a greater understanding of the hosting methods available in today’s landscape and guidance on choosing which solution will be the best fit for your unique firm.
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.

Course Description
There is no easy "one size fits all" solution when it comes to software hosting. Hosting in the cloud may be better suited for one firm, while a hybrid solution is better for others. We will discuss various hosting methods and expand on the pros and cons of each method. What are the advantages and disadvantages to these methods as it relates to Document Management? Document Management is different than single purpose programs like tax or accounting software due to the volume of data transmission and the need for integration with other software applications.

Presenter Bio(s)
Don Emery, CPA, CA is Director of Client Solutions for Doc.It Inc. Doc.It provides document management, workflow and portal software designed specifically for accounting firms. Emery leads the North America business development team and provides implementation consulting services, assisting firms with strategy, document management, workflow efficiency, retention and compliance.

$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

  Online Registration

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.