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Frequently asked questions

Straight answers, no runaround.

Everything finance teams ask before they move. Cannot find yours? Our specialists answer within one business day.

Hosting

What is a hosted desktop?

A Windows desktop that runs in our secure cloud. You sign in from any device, and your applications and files behave as they do on an office computer.

How fast is migration?

Small teams are often moved over a weekend. Larger environments follow a written plan with rehearsals and rollback steps.

Can we print and scan locally?

Yes. Local printers, scanners and drives are redirected into your hosted session.

Can we add or remove users?

Yes, typically within a business day, and billing adjusts the following cycle.

QuickBooks

Do we need to buy QuickBooks from you?

No. We host the licenses you already own, and can advise if an upgrade would help.

Which editions do you host?

QuickBooks Desktop Pro, Premier, Accountant and Enterprise, plus supported add-ons and related tools.

Can our outside accountant access the file?

Yes, with limited, auditable access that you control and can revoke at any time.

Accounting

Do you work inside our QuickBooks file?

Yes. Our accountants work directly in your file, so everything stays in one system you own.

How is cleanup priced?

After a free assessment we send a fixed-scope proposal, so you know the fee before work begins.

Do you file taxes?

Our focus is bookkeeping, reporting and advisory. We prepare year-end schedules for your tax preparer.

Security

How is our data protected?

Encryption in transit and at rest, multi-factor sign-in, role-based access, monitoring and verified backups. See the Trust Center for detail.

Who can see our data?

Only users you authorize, and a small number of named engineers acting under logged, audited procedures.

What happens if there is an incident?

We contain it, restore from clean backups and give you a plain-language written report.

Billing and contracts

Are there long-term contracts?

Standard plans are month to month. Annual plans are available at a discount.

What if we leave?

We help you export your data and hand it over in a usable format.

Is there a free trial?

Yes. Request a trial and we will set up a working environment for your team to evaluate.

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Next step

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