Are you still using a server-based software program for your Trust Accounting?

Hell no! (good job).

Sheepishly yes?

Well, now is the perfect time to move.

No doubt this may be a decision you have been pondering for some time but have either:

a) been putting it off

b) are scared to make the switch which means

c) all of the above

How to migrate to cloud-based software without losing your sh#t

We have written many articles on the benefits of migration to cloud-based software for years. So, likely if you are reading this article, you have seen an article or two cross your desk.

So if you are looking for some additional reasons, check these out one night – it makes for great bedtime reading:

Once you have taken stock of that wealth of information, it really is quite simple how to decide on which option is best for you.

  1. How well does it support your business?
  2. How do they manage their partner programs?
  3. Does it integrate with your general accounting software?
  4. How user-friendly is it?

Narrow down your top 3 then request a demo with a sales rep from each software provider. Conduct a thorough walk-through of the software and ask as many questions as possible.

Now, answer these 3 questions.

  1. Does it tick all the above boxes?
  2. Does it correlate with your business end-game?
  3. Do you like using the software and does it make you happy? (this is important as we don’t want you throwing your computer across the room in frustration).

If both answers are yes – you may be onto a winner!

With EOFY approaching quickly, now is the perfect time to make the switch and start fresh come the 1st July.

This task may seem daunting. We get it. That’s why we have a dedicated software migration team that can take it off your hands. Assist you in the complete migration from a server-based to a cloud-based system and set you up for the new financial year.

If you’d like to take advantage of this service, get in touch with us soon and book a migration in with the team.

Jane Morgan is the Director of End of Month Angels, a consultancy firm specialising in Trust Accounting. Jane knows the legislative requirements of running a successful Real Estate office through her 27 years’ industry experience. Don’t trust just anyone with your trust accounting. Book an appointment with an End of Month Angel today.