today, when tax and accounting firms are going remote, whether we want it or not, whether we’ve planned for it or not, it’s good to know that most of us already have a tool that’s ready to go.
the five reasons you need onedrive cloud storage and how to use it.
by john higgins
accounting firms need to have all their shared files stored in one of two cloud storage platforms: onedrive for business or sharepoint online. the two applications are variations on the same theme, but they are central to the entire microsoft office 365 ecosystem.
onedrive is where you would store all of the files that you do not typically share with others, either inside or outside your organization. on the other hand, sharepoint is the place where you should store all the files that you share with others. you have a lot of control over how you organize your sharepoint storage to control who can access which files.
the benefits to your firm for leveraging cloud storage are numerous: read more →
many years have passed since i began my journey to go paperless, both personally and professionally. it has been like getting into a fitness routine, the hardest part was getting started.
however, once i began to see the benefits of my efforts, the journey transitioned from a challenge to a very positive experience. yet, there was always that last mile that was nagging me. what i mean is that it felt like i had ended up with my own personal silos of information. email messages stayed in outlook, letters and correspondence stayed in word, spreadsheets stayed in excel and so on.
then i discovered onenote. i had actually seen the onenote icon in my office applications menu for a few years before i began to explore it. that is when everything changed for me. read more →
most firms are already using microsoft office 365. but too few are leveraging all its features, particularly the tools that accelerate workflows by fostering collaboration and speeding communications.
tax and accounting professionals spend a lot of time worrying about blockchain and artificial intelligence, but what they’re really talking about is teamwork. professionals today aren’t working in silos anymore. they expect to work more collaboratively. so one of the most practical technology applications for cpa firms today is microsoft teams.
let me start by telling you what office 365 is not. it is not the next major release of the office desktop suite of applications (word, excel, outlook, powerpoint, etc.). the office suite is just one component of office 365.
i like to describe office 365 as an ecosystem which is made up of three main components:
office desktop suite of applications
office mobile applications
office 365 cloud applications
all three pieces work together in harmony to provide a single, comprehensive platform for collaboration and communication within your organization, as well as with external users, as appropriate.
let us take a closer look at each of the three components.