How to Educate Your Clients about Cloud Accounting

The Ultimate Guide to Educating Your Clients about Cloud Accounting

As providers of Quicken Hosting, Drake Tax Hosting, QuickBooks Hosting, ProSeries Tax software Hosting, ATX Tax Software Hosting, and Lacerte Tax Software Hosting, one of the biggest challenges we face is educating our clients and customers about cloud accounting. 

We can understand why there is such a resistance to adopt cloud accounting from some CPA firms and small businesses. After all, most of us are wary about picking up something new.
 For example, even the email faced a lot of resistance from businesses and individuals when it was first introduced. But over time, as it grew in popularity, email became the universally accepted means of communication. We can’t think of anyone who refuses to use the email these days.
We can expect the same to happen with cloud accounting. It is the technology of the future, and the need of the hour. Sure, there will always be people who will resist change, but over time, even they will be won over. 
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How do you convince your clients, employees or managers to take to the cloud? How do you explain the benefits of cloud accounting? Here are a few tips. 

Share the stats on cloud accounting

Paper based accounting can have serious risks. According to a survey of business owners, it was found that 45 percent of the respondents said that paper related accounting posed a serious risk from fraud.  30 percent said they had a client who had been a victim of fraud because of paper based bill payment process.

The fact is even a single check reveals a lot of information about yourself – your bank account details, signature and so on. By switching to a cloud based system, you can make sure that only authorized individuals have access to your accounting data. Cloud makes financial transactions safe and secure. 

2: Demonstrate the technology to your clients

​One of the best ways of persuading your clients is to show them how cloud accounting works. Cloud-based services such as QuickBooks on the Cloud, Quicken on the Cloud, Drake Tax Software on the Cloud, ATX Tax Software on the Cloud, ProSeries on the Cloud, etc., have a very intuitive feel about them and are easy to use.
Walk your clients through the technology and show them how each feature works, whether it is sending an invoice or multiuser collaboration on the same accounting files. Show them how the any task can be accomplished using their mobile phone or tablet. Just a quick demonstration will awaken them to the potential of cloud accounting.

3: Refer to the Expert

​You should hire experts from outside your firm to educate your clients about cloud accounting. Reach out to consultants and discuss how to sell cloud accounting to your clients. Experts use case studies and webinars and other resources to educate clients about cloud accounting. 

Wrap Up

​There are so many things you can do to demonstrate the value of cloud accounting to your clients. You can take a test drive with us to see how our cloud-based services such as QuickBooks hosting, Quicken hosting, etc. work.