2. Remote Desktop
If you provide your clients with accounting services “remotely”, we can enable you to make the “remote” aspect as user-friendly to our clients as possible.
We offer a remote desktop service so you can provide your clients with a more professional touch.
Currently using Log Me In?
Accountants which currently using Log Me In understand the inconveniences and unprofessionalism of the product such as:
- Calling the client before logging into their computer
- Asking the client to log off their computer while you work
- Dealing with a “lower quality” of graphics
- Working around the clients schedule
- Having to do all of your work from a computer which has QuickBooks
Currently using E-mail to update files?
Accountants currently e-mailing files back and forth understand the inconveniences and unprofessionalism of this process such as:
- The redundancy of backing up files on both your computer and your clients
- Data security risks involved with emailing proprietary information back and fourth
- Having multiple versions and risk overwriting file with an older version
As a quick example, look at how many steps it takes just to update your clients QuickBooks file ONCE!
Call client --> Client performs back-up -->Client attaches file to e-mail --> Client sends e-mail --> You open e-mail --> You open attachment --> You update file --> You back-up file --> You attach file to e-mail --> You send e-mail
Smetana & Bardes CPAs has your solution. Using our S&B Remote Desktop Services you can offer your clients:
- Professionalism - no more emailing back and forth or logging into your clients computer and disturbing them.
- Convenience - Both you and your client will have access to their QuickBooks file ANYTIME from ANY COMPUTER.
- Remote Control - them if they need your help in QuickBooks. No more “go to meetings”. You can literally move the mouse on their computer screen and show them how to perform a specific task within QuickBooks.
- Security - Your client’s data is encrypted and protected to the highest degree.
- Efficiency - With the click of a button, they will be redirected to their hosted QuickBooks
- Automatic QuickBooks Updates - No more need for updating for new versions, client won’t need to upgrade software.