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Worksheet

Cloud vs desktop comparison worksheet

Two columns, one for cloud and one for desktop, run down a single sheet. Rows cover remote access, offline working, backup and restore testing, user permissions, client portal, e-signature, upgrade effort, support response and exit export. A final block totals three-year ownership costs line by line, with a score box for each partner.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Cloud vs Desktop Practice Management for Accountancy Firms”, www.gullysystem.com/blog/cloud-practice-management-vs-desktop-software-for-accountancy-firms