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Proseries Tax Software Hosting User Guide

Most of the tax preparers and financial professionals are aware of the benefits of

the cloud environments on their business productivity and efficiency. In most of the cases it is now certain that Always on Data Access across different programs have become not only functional bust also necessary for business productivity.

Thus professionals are now recognising that now:

It is certain that more and more people are moving their data online.

Always-on data access is important for any business productivity for its collaborative potentialities


Focussing on the core business areas is more important than to manage the unnecessary IT infrastructure.

Cloud environment provides far more secure data access environment than the Local network based access

When to decide to get Proseries software hosted?

All applications including the Tax software such as Proseries can be hosted in the cloud environment. Going for a cloud environment can be put into consideration if:

The professional firm do not want to have Local network established for accessing the application in a multiuser environment and hence to have huge up-front costs

The management of IT resources have to be outsourced so that the tax firm can focus more on their core productive areas

Technical personnel management and support is proving to be resource heavy.

Multiuser collaboration is required in an always on manner so that geographically spread work force can be employed.

Personally meeting the clients every time you need to share or exchange files has to be avoided and an alternative to be explored to save time and transportation costs.

If you are a tax firm or a financial professional and facing any one of the above difficulties then you are looking for hosted Proseries.

Gains from Hosted Proseries Software

Accessing data on the go: With application being hosted in the cloud environment the tax planners can access the data from any location whether be it your office, your clients office or your home. Thus the application access is not bound to any location or platforms. This gives the tax preparers ability to deliver better client interaction and at the same time respond better to business needs.

Minimizing the Unnecessary IT: Most of the IT infrastructure needed to support the Proseries software is actually unrelated to the core business. On the top of it there has to have a technical support staff to maintain the IT infrastructure. With the cloud environment, Tax professionals are actually outsourcing the management of the IT to the service provider and instead of investing in Fixed IT buy:

On demand scalable IT infrastructure as a service

Pay fixed monthly user prices with no fear of cost escalation

Get technical support and troubleshooting as a part of the service

Secured Network Access: Local Enterprise based multiuser access is not only prone to frequent server downtime bust also less secure in terms of monitoring and backup. Cloud based data access on the other hand is managed by the dedicated and experienced technical expertise in real time for threats, monitored for performance and the data is backed up in multiple locations for security.

Integration with other software: Proseries tax software application can be easily integrated with many other applications such as QuickBooks accounting software so that there is easy import and export of data between the two applications. Both QuickBooks small business accounting application and Proseries can be hosted in the cloud and effective integration ensured.


Meet the challenges of growing business effectively

Tax season means more demands for the tax firms services. Cloud services with scalable on demand infrastructure to support your application can enable you to respond quickly to market forces without any additional costs involved.

Use outsourced work force: With real time multiuser access and collaboration the tax firm can decide to use outsourced cheap workforce and still provide qualitatively better tax return preparation.

by: William Smith
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Proseries Tax Software Hosting User Guide Anaheim