Archive for ‘July, 2016’

CPA & Accounting Firms are facing new pressure to drive cash flow and profits

CPA & Accounting Firms are facing new pressure to drive cash flow and profits, enhance IT security, protect client data, and attract top talent. Even the largest firms have found these challenges overwhelming. Until now.

IVDesk has addressed all of your security, mobility and compliance concerns through development of a robust, vertically-focused IT solution called CPA Complete. Created specifically for today’s most progressive accounting firms, this completely virtualized program hosts, monitors, manages and delivers all of your business data and applications to transform IT from a tactical expense into a strategic business driver.

IVDesk has built a specific, specialized practice related to the accounting industry based on our expertise in installing and running the critical applications CPAs rely on every day. This practical experience and deep understanding of your needs make us one of the leading IT partners in the industry.

  • Save Cash, Grow Profits

    By virtualizing your IT, you move almost all of your IT to an efficient OpEx model, from dominantly CapEx. No more surprises on apps, security, server software or hardware purchases.

  • Complete Security

    Our maximum security offering provides 100% protection but allows you to ease restrictions to accommodate individual user permission, preferences and other parameters.

  • Complete Flexibility & Scalability

    Moving CapEx off the table and providing a pay-for-what-you-use solution helps you gain control of IT expenses. Now you can add new or seasonal users in just minutes for a simple monthly fee.

  • Complete Mobile Access

    The ability to work from anywhere, anytime on any digital device is a key enhancement to productivity and critical for client site activity. No more VPNs, constant access issues or expensive work stations. All your current data and apps are right there with the same familiar look as your desktop.

“IVDesk has not only improved our
firm’s productivity, but reduced our
overall IT-related costs significantly.
I hardly even think about IT anymore.”
– Jan Bjork,
Partner
Pieper, Whitaker & Bjork

All Your Current Applications – Available Anywhere
Our complete, virtualized approach to IT already includes over 800+ popular business applications and also accommodates your custom solutions. Don’t see one of your apps in the list below? Ask us.

Common Accounting Applications
1099-Etc
Accounting CS
ATX Tax Prep
BNA Fixed Assets
BNA Income Tax Planner
CCH ProSystem fx Tax
CCH ProSystem fx Engagement
CCH ProSystem fx Document
CCH ProSystem fx Practice Management
CCH ProSystem fx Tax Scan
CCH ProSystem fx Client Data Conversions
CCH ProSystem fx Planning
CCH ProSystem fx Fixed Assets
Creative Solutions Accounting
EFTPS BP Application
EstateVal
File Cabinet CS
Fixed Assets CS
Judy’s TenKey
Lacerte
Laserfiche
Planner CS
ProStaff
QuickBooks Enterprise
QuickBooks Premier
QuickBooks Pro
Sage 50
Sage 100
SpeedLink
TSScan
Tax Interest
Thomson Reuters PPC (Full Suite)
ToolBox CS
TimeTrak
TValue
Ultra Tax
W-2/1099 Filer

Accounting Suite Expertise
IVDesk’s longstanding focus on serving the accounting industry has earned us a position as a premier implementer of the CCH ProSystem FX Suite and its associated applications. Since our inception more than a decade ago, IVDesk has successfully implemented, updated and supported these applications for a variety of financial firms. Furthermore, IVDesk has also recently emerged as a key implementer of the Thomson Reuters CS Professional Suite.
These core competencies, combined with uncompromising customer service, help IVDesk maintain its leadership in the Accounting Private Cloud environment to dramatically reduce costs and increase productivity while providing a far more secure environment.

Moving your business into the cloud allows your entire office to access your every application, every file, and business process as easily as before, if not better.

Running critical applications for RIAs

RIA Complete
Transforming Business

IVDesk has built a specific, specialized practice related to the RIA industry based on our expertise in installing and running critical applications RIAs rely on every day. This practical experience and deep understanding make us the leading IT partners in your industry.

Complete SEC Compliance

Moving all your IT to our virtualized platform allows IVDesk to manage and monitor all of your compliance systems, operations and audits.

Complete Reliability & Redundancy

Our unique technical infrastructure and system management make downtime a distant memory. Your systems, software and data are always available – 24/7/365.

Complete Security

Our maximum security offering provides 100% protection but allows you to ease restrictions to accommodate individual user permission, preferences and other parameters.
“We’ve wanted to make this move to IVDesk for a long time – and it couldn’t have gone better.”
– Andrea Stimmel,
Chief Compliance Officer
Mairs & Power

Complete Mobile Access

The ability to work from anywhere, anytime on any digital device is a key enhancement to productivity. No more VPNs and access struggles. All your current data and apps are right there with the same familiar look as your desktop!  Registered Investment Advisors are facing SEC compliance along with auditing and security risks like never before. Even the largest firms have found the challenges overwhelming. Until now!  IVDesk addresses all of your SEC compliance, auditing and security requirements through a robust, vertically-focused IT solution called RIA Complete. Created specifically for today’s most progressive investment and wealth management firms, our completely virtualized service transforms IT from a tactical expense into a strategic business driver.  In addition to thwarting hackers and improving overall security, RIA Complete also ensures that you can access your data securely no matter what platform you are on or your location.

All Your Current Applications – Available Anywhere

Our complete, virtualized approach to IT already includes over 800+ popular business applications and also accommodates your custom
solutions. Don’t see one of your apps in the list below? Ask us.

Critical Applications Vendor

Advent Portfolio Exchange (APX) – Advent Software
Axys – Advent Software
FactSet – Factset
Investment View – Thomson Reuters
Junxure – Junxure
Laserfiche – Laserfiche
MorningStar Office – MorningStar
Moxy – Advent Software
PortfolioCenter – Schwab
Pro Tracker – Pro Tracker Software
QuickBooks – Intuit
Revenue Center – Advent Software
Schwab Data Delivery – Schwab
Telemet – Orion Telemet

Other Applications Vendor

Assemblage – Trumpet Software
Attach Plus – Trumpet Software
BNA Income Tax Planner – BNA
ByAllAccounts (Cust Integrator) – MorningStar
Dimensional Returns 2 – Dimensional
FileZilla – FileZilla
Gifts – MicroEdge
Global Relay Archiving – Global Relay
iRebal – TD Ameritrade
LaserApp – LaserApp Software
LastPass – LastPass
Mindmapper – SimTech Systems
MorningStar Direct – MorningStar
Number Cruncher – Leimberg
PlanGuru – NewHorizon
Principia – MorningStar
Retirement Plan Analyzer – Brentmark
RoboForm – Siber Systems
Sage 50 (Peachtree) – Sage
Sage ACT Premium – Sage
Smarsh Archiving – Smarsh
TOTAL Planning Suite – Money Tree Software
TSScan – Terminal Works
Yearli – Greatland Corp

Let’s Talk.
Tell us about your current IT systems and let us show you
how our completely virtualized approach can work for you.  Contact KDS Systems for an easy, no-hassle assessment of your needs.

Beyond Business Continuity: How Backup and Disaster Recovery Benefits Your Business

Introduction

As small- and medium-sized businesses store more data on servers, business owners need to consider how they respond to everyday disruptions, such as hardware failures and server outages, as well as site-wide disasters such as fires, floods, earthquakes, and tornadoes.

These disruptions and disasters occur more often than many businesses might think. For example, even though many companies may not consider power outages to be serious concerns, a recent survey by power management fi m Eaton Electrical revealed that 37% of IT professionals “have suffered unplanned downtime due to power-related issues in the last 24 months,” with 32% of outages lasting longer than four hours.1 The downtime caused by these kinds of disasters can be devastating for organizations; a May 2013 study by the Aberdeen Group reported that the average cost to a business per hour of downtime is a whopping $8,580.2

Businesses that have a backup and disaster recovery solution in place are able to respond to disruptions within minutes or hours of an outage or disaster taking place. These businesses have a number of quick recovery options available to them to guard against the risks and costs associated with periods of downtime. However, beyond giving business owners a solution to outages and disasters, backup and disaster recovery services provide many more benefits to organizations.

This white paper explains how a backup and disaster recovery solution can help organizations avoid the high costs of downtime and preserve the bottom line.

Backup and Disaster Recovery Benefits

When downtime occurs the effects can be severe as companies lose access to important data, such as customer information, financial    data, and emails, for an extended period of time. With a backup and disaster recovery solution deployed, businesses can ensure they remain productive, maintain their clients’ trust, keep their commitments to customers and partners, keep up with the competition, and stay compliant with important regulations. Here are the key benefits that businesses gain from adopting a backup and disaster recovery solution:

Maintain employee productivity and the ability to generate revenue: Simply put, when organizations cannot conduct business as usual, they lose money. Taking orders, receiving and replying to important emails, and accessing important data are all activities that downtime can disrupt, leading to a financial drain on the firm. Backup and disaster recovery lets businesses remain productive by ensuring they can serve their customers and generate revenue, even after a major disruption or disaster.

Preserve reputation with customers and partners: Downtime can also have a severe effect on organizations when it comes to their reputation in the eyes of customers and partners. These reputational costs vary among different organizations, but in all cases they could be significant. For example, a critical hardware failure that leads to a day of downtime at a dentist’s office could lead to a loss of clients’ trust. Backup and disaster recovery ensures a business’ clients do not lose faith in the organization due to long periods of downtime.

Meet obligations with clients: Downtime could lead to the inability for businesses to meet certain contractual agreements or deadlines. For instance, if a CPA firm experiences downtime during tax season and cannot recover this data before the tax submission deadline, the client could sue the CPA firm for failing to render services. Backup and disaster recovery lets businesses meet critical deadlines, even if disaster strikes, so clients remain happy.

Prevent losing business to competition: Businesses that jeopardize their reputation due to downtime are likely to see customers take flight to competitors. As an example, if a law office experiences downtime or loses important documents, clients may question the fi m’s credibility and take their business elsewhere. The costs of acquiring new customers are astronomically high compared to the cost of merely retaining existing customers, so it is important that organizations do everything they can to reduce customer churn. Backup and disaster recovery ensures businesses do not lose business to a competitor due to downtime.

Ensure compliance with industry regulations: Aside from the long- term cost advantages of adopting a business continuity solution, backup and disaster recovery also helps SMBs remain compliant with important industry regulations and other legal requirements. Three of the most important laws governing the protection of digital data are the Health Insurance Portability and Accountability Act (HIPAA), the Sarbanes–Oxley Act (SOX), and the Gramm–Leach–Bliley Act (GLBA). Though these laws apply to different industries, all of them require businesses to closely safeguard and retain sensitive digital information, a requirement that backup and disaster recovery is designed for. Backup and disaster recovery ensures organizations do not have to worry about compliance violations and legal issues related to data preservation, so businesses can focus on generating revenue and making clients happy.

Conclusion

Businesses that need to recover their data quickly and reduce the high costs of downtime need a backup and disaster recovery solution. But the benefits of backup and disaster recovery extend beyond rapid data recovery. Organizations with a backup and disaster recovery solution are in the position to withstand everyday disruptions and catastrophic disasters and eliminate the harms that result from extended periods of downtime.

No matter how large or small an organization is, who its customers are, or which industries and sectors it participates in, backup and disaster recovery is an invaluable asset for any business owner. Call us today to learn how backup and disaster recovery can help your business succeed.

KDS works with your businesses to interact with computer technology in a secure and scalable manner. We bring real world perspective and focus on security, productivity, and mobility. Our insight is based on years of experience and your business’s current adoption of technology solutions within your computer network.

 

How Backup and Disaster Recovery Works

Backup and disaster recovery solutions periodically take a carbon-copy backup of servers, store those backups on a local appliance, and send those backups off-site to the cloud. These backups can be utilized in a number of ways. If the server stops functioning (e.g. if a motherboard short- circuits), the local appliance can act as a substitute server until the server is repaired. If the server is destroyed (e.g. the building burns down), the backups that are stored off-site can be downloaded, shipped, or recovered in the cloud. In either scenario, businesses are able to get back up and running quickly and efficiently.

Common Types of Outages and Disasters Organizations of all stripes experience a number of common outages and disasters. Here are a few examples of these disruptions:

  • o Outages
    • Hardware failure
    • Software failure
    • OS corruption
    • Cyber-attacks
    • Power outages
    • Power surges
  • Disasters o
    • Floods
    • Fires
    • Earthquakes
    • Hurricanes
    • Tornadoes
    • Land Shifts