Read Doug Sleeter's view and advice for tax preparers, professionals, and firms to improve their practice using technology in tax season.

1. "Take your Windows
software to cloud
environment," says Doug
Sleeter

2. Ace Cloud Hosting interviewed
Douglas Sleeter (Doug) to help
tax preparers and other
professionals with the
upcoming tax season.

3. As former CEO of the Sleeter Group,
Doug has achieved several recognitions
in the business accounting technology
industry.
He featured in "Top 100 Most Influential
People in Accounting" each year from
2008 to 2015. He is recognized by Small
Business Influence Champion Award
2013 and The CPA Practice Advisor Hall
of Fame in the accounting profession.
Doug Sleeter
Accounting Thought Leader. Author.

4. Here are the key insights from
the interview.

5. 1. 'Agility Trumps Ability'
My point about agility is that no matter what skills you
have, your skills alone do not determine your overall
success. For accountants and tax preparers who can
access an ever-evolving set of technology solutions, the
successful practitioner will continually update his or
her tools and business models.

6. The first change I recommend is to take the “paper”
out of your processes wherever possible.
2. 'Key Changes' for Tax Professional
and Firms in 2019

7. 3. 'Cloud Strategy' for Tax
Professionals and Firms
The only difference between firms and sole
practitioners is scale. I like to streamline processes for
a single-person firm exactly as though I’m building a
scalable firm. The best way for both firms and sole
practitioners to grow and increase profits is to
leverage technology in every corner of the practice.

8. 4. 'Application Hosting'
The question is how to leverage both the cloud and
manage desktop solutions. The answer is clear. Take all
of the Windows software to a “hosted Windows
environment” so we get the best of both worlds.

9. 5. 'Favourite Companies'
I have many “favorites” such as Ace Cloud Hosting itself
for hosting, and to list them all here would take many
pages. Also, every few months new products arrive on
the scene that makes me rethink, re-evaluate, and in
many cases re-engineer our processes to leverage
these new solutions.

10. on Ace Cloud Hosting website.
Read full interview of Doug Sleeter

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