3 Things to Know About Using the Cloud Version

José Vega

At CEGsoft, we understand how critical it is for your business during the tax season to spend more time working and less time preoccupied on things like: 

  • Is my team working and filing returns with the latest updates? 
  • Why does my software work on one machine but not in others? 
  • Are my backups up and running and am I ready in case a disaster occurs? 
  • Will my infrastructure be able to manage new hires during the season? 
  • How much is IT management costing? 
  • How much time is spent in contacting support and waiting for fixes to be available? 

We strongly believe that software as a service (SaaS) solutions can help your business move away from this anxiety and focus on what you do best, tax preparation. We believe this, not only because we created Expert Tax Cloud, but because our own business relies on multiple SaaS solutions and we want you to benefit from this as much as we do. 

However, making a switch of an on-premise line of business application to the cloud also means that you need to change the way you view your business from an operational and technical standpoint. This change is often necessary and can be very positive yet it’s going to raise some doubts and concerns. Some of them may seem scary, but we know from experience that following the right approach can help you and your team overcome this barrier and focus on the benefits of migrating to Expert Tax Cloud. 

Here are some of those concerns you should be asking yourself before deciding to migrate to the cloud. 

Who will own my data? 

The answer is simple and straightforward, YOU! It’s important to understand that even if your data is located outside your premises, you still own it. We will provide you with the tools necessary to let you export your data and back it up locally anytime you want. Plus, in case you decide to part ways and no longer use our services, we will provide you with the required time to download your data and then remove any trace of your information. 

Will my data be safe? 

What you should really ask yourself is, how secure is your data right now? Or, what security measures you have in place? The chances are that you may not hold your security standards. Nothing is really 100% secure, but we can assure that Expert Tax Cloud undergoes strict security measures and our staff is continuously looking for ways to better watch over your data. 

We also protect your data on three different layers: 

  1. At rest from offline access to raw files or backups by performing real-time I/O encryption and decryption of the data and log files. 
  2. In-transit by utilizing secure communications protocols. 
  3. At rest on the server, during movement between client and server, and while the data is in use, using advanced encryption technology that ensures that sensitive data never appears as plain text inside the database system. 

In simpler words, you will always have access to the most secure version of Expert Tax Cloud, running under a secure cloud infrastructure. 

What happens if the internet goes down? 

Business continuity is one of the mayor concerns across all businesses when considering moving their line of business applications to the cloud. It is true that the internet can go down, but just as Expert Tax Cloud, many of the things you do like sending emails and electronic filing will become unavailable. The best plan to be prepared for an event like this is to have a plan.  

From our experience on migrating most of our line of business applications to the cloud, we have learned that the key difference of minimizing how much an outage impacts your business is to develop a contingency plan. Here are some tips that you can use to get started: 

  1. Be sure to have a high speed/high quality internet in place and consider (depending on your budget) implementing a dedicated internet connection. 
  2. Make sure you have access to multiple internet service providers and implement a redundant internet connection so that if the main connection does go down, you can keep operating on the other one.
  3. Always have some elements of local storage in mind. 
  4. Train your employees on how to stay productive in offline mode. 


Moving to Expert Tax Cloud can bring many benefits to your business during this tax season and we would love for you to embrace it and become a fan. 

After the third week of January, you will be able to register for a free demo at www.experttax.com or if you are already an Expert Tax client, you will be able to login to your account and use the cloud version at no extra cost to your licenses. We would love to hear all about your experience and answer any of your concerns so write us at [email protected]