Migrating a CPA firm to the cloud is not a simple file transfer. It’s a strategic process that requires planning, precision, and deep familiarity with accounting workflows.
What a CPA-Focused Cloud Migration Really Requires
Effective migrations include:
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A complete inventory of applications and system dependencies
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Strategic scheduling to avoid downtime during busy seasons
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Pre- and post-migration testing for tax and accounting software
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End-user training to ensure staff adoption and productivity
Without this level of preparation, firms risk downtime, user frustration, and operational setbacks.
What CPA Firms Should Look for in an MSP
Choosing the right MSP goes far beyond pricing or ticket response times. CPA firms should look for a partner that offers:
Industry-Specific Knowledge
The MSP should have proven experience hosting and supporting platforms such as UltraTax, Lacerte, Drake, and QuickBooks in both on-premises and cloud environments. ADS Consulting Group has built its services specifically around these systems.
Cloud Platform Expertise
Ask whether the MSP owns and manages its cloud infrastructure or simply resells third-party hosting. ADS Cloud is purpose-built for CPA firms, hosted in U.S.-based data centers, and has delivered 99.9999% uptime since 2013.
Integrated Security Stack
Security should include proactive threat detection, MFA, compliance-aligned controls, and resilient backups. ADS Cloud provides hourly, daily, and off-site tape storage, along with immutable backups for ransomware protection.
Remote Accessibility Without Complexity
Remote work shouldn’t rely on slow VPNs or unreliable connections. ADS Cloud offers streamlined remote desktop access, allowing staff and partners to connect securely from anywhere without sacrificing performance.
Auditor and Vendor Access Controls
The MSP should support temporary, restricted access with MFA, time-based permissions, and detailed audit trails—capabilities built directly into ADS Cloud environments.
White-Glove Migration and Onboarding
Look for detailed pre-migration planning, weekend or after-hours cutovers, and hands-on onboarding. ADS Consulting Group is known for high-touch transitions with minimal disruption.
Enterprise-Grade Cloud with Personalized Support
Because ADS owns its infrastructure, cloud resources can be right-sized and customized for each CPA firm—rather than forcing a one-size-fits-all model. And yes, they understand that tax season isn’t the time to “wait on IT.”
Strategic Partnership, Not Just Support
The right MSP offers quarterly reviews, budgeting insights, and vCIO guidance. ADS Consulting Group provides ongoing technology roadmapping to help firms stay agile, compliant, and prepared.
Conclusion: Technology Should Fit Your Workflow—Not the Other Way Around
The right IT partner ensures your software, staff, and systems operate in harmony—no matter where your team works or when deadlines hit.
For firms seeking a purpose-built cloud experience tailored to accounting applications, ADS Cloud delivers secure remote access, software integration, and CPA-native support.
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