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.
| Item | Who owns it | Where it is kept today | What 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