Server, cloud based server or just cloud?

Is it time for my practice to fully embrace the cloud?

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A few years ago we operated CCH on a server kept in our office but backed up remotely by our IT provider. 
We took the decision last year to use a cloud based server and also switched from CCH to TaxCalc. We also changed IT provider. Combined, the cost savings were significant. 
Having reviewed our software, I realise we can soon operate fully on the cloud (just waiting for BrightPay to release their cloud based Bureau software) and I will be able to save another significant amount on outsourcing our hosting fees.

Has anybody else gone down this route and what problems/benefits did they encounter?

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By Ken Howard
18th Jan 2024 19:37

I've been cloud only for tax returns and practice management for several years now. But still use VT for some in house book-keeping jobs and Moneysoft for payroll, which are laptop based but automatically/live data in the cloud via Dropbox.

Not used our own server for around a decade.

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By FactChecker
18th Jan 2024 20:27

"what problems/benefits did they encounter?"
The list of potential pros and cons is long, with the relevance of each being fairly dependent on your modus operandi and degree of aversion to risk.

But the biggest single danger is becoming so enthralled by the cloud and all those immediate savings that you forget the oldest danger in the book ... putting all your eggs in one basket.
In plain English, don't skimp on spending those 'savings' on backup facilities and procedures; fervently following them (including regular testing of disaster recovery).

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By Mr Hankey
19th Jan 2024 13:31

Agree with not putting all your eggs in one basket.

I'm fully in the cloud, but then mirror that data to my internal hard drive. Then mirror it to the internal hard drive of a second computer. Then frequently back all that up to another hard drive stored at another address. Then back all of that up to a different cloud with another provider, plus extra adds ons like extended version history.

Over the top with lots of redundancy built in, but that's the point!

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