Is tax application hosting right for you?

Imagine this: You’re in the middle of tax season, drowning in paperwork, switching between multiple software applications and trying to keep up with messages.

The pressure is high. The stakes are even higher. Every moment counts.

If only there were a way to make managing files, software and communications easier…or more secure…

Host Thomson Reuters, Wolters Kluwer (and more) with OneSpace for Firms

Like most accounting and tax professionals, your tech stack consists of one software suite (QuickBooks®, Thomson Reuters®, Wolters Kluwer) plus a combination of other professional applications (Microsoft Office, Canopy, BILL).

And while some of those are already cloud-based, others must be installed on a physical server—on-premises—to use. If you’re familiar with Rightworks, you know that hosting those “others”—the traditionally desktop-only software—is our specialty.

But did you know: We don’t just host QuickBooks anymore?

That’s right! OneSpace for Firms, our accounting and tax app cloud platform, now hosts…

• Thomson Reuters® CS Professional Suite
• CCH Axcess™ Suite
• CCH® ProSystem fx®

…in addition to QuickBooks (and more).

This expansion of our capabilities to support a wide range of tax apps alongside accounting software means you can host your entire ecosystem of professional tools in one secure cloud environment. The need for multiple hosting solutions? Gone.

“Our [OneSpace] platform is very simplified. I don’t need to be an IT guy. I can click on the app and it downloads the print and scan driver and all of a sudden I can scan. The simplicity—you can’t put a price on that.” – Mark Smith, MASWEN PC CPAs

Is tax app hosting right for you?

Consider these questions to determine if OneSpace for Firms is the ideal solution for your practice:

1. Do your applications and software feel a bit disorganized? Would you benefit from having them installed on and launchable from one secure environment?
2. Do you experience clunky, slow technology performance when you work remotely, whether at home or at a client’s office?
3. Would having client-sent documents, firm-only files and anything else that you work on stored in one spot be helpful? Would knowing that all of that is backed up automatically ease your mind?
4. Are you worried about how secure your firm’s data is? Concerned with compliance?
5. Would it be helpful to have one number to call for everything related to software, apps, security and hosting—all available 24/7?

If you answered yes to any of these questions, tax hosting may be just the solution you need. But with so many providers out there, how do you know which solution is right for you? Let’s take a look at three popular choices: OneSpace for Firms, Thomson Reuters Virtual Office CS and a general managed service provider (MSP).

OneSpace for Firms vs. Virtual Office CS vs. MSP

Feature	OneSpace for Firms	Thomson Reuters Virtual Office CS	General MSP
Specialization	Accounting-specific platform	Accounting-specific platform	Generalized IT services
Software integration	Supports any accounting, tax and business application you need, including CCH, Thomson Reuters, QuickBooks, Bill, Microsoft and more.	Integrates CS Professional Suite, SurePrep and select Microsoft products.	Varies by provider.
Onboarding fees	No	Yes	Varies
Support	24/7 support for you and your clients’ applications across multiple vendors.	Varies by product and time of year. General support hours are 9 a.m. to 6 p.m. ET.	Varies, may offer after-hours support for an additional fee.
Device security	Enterprise-grade endpoint (device) security.	Not specified	Varies
Data security	Stored in multiple, geographically diverse Tier III and IV data centers.	Stored in secure data centers. Redundancy and tier levels unspecified.	Varies
Automatic backups	Yes	Yes	Varies, may offer automatic backups for an additional fee.
Employee training	Yes	No	Varies, may offer employee training for an additional fee.
Accessibility	Cloud-based, accessible anywhere	Cloud-based, accessible anywhere	Typically cloud-based, may have limitations
IT management	Fully managed IT environment	Managed software and data backups	Varies
Scalability	Designed for growing firms	Scalable for different firm sizes	Varies
Compliance	Accounting-specific compliance features	Adheres to accounting compliance standards	May lack accounting-specific compliance features
Licensing	QuickBooks Desktop, QuickBooks Online, Microsoft 365	CS Professional Suite	Varies

Remember, the best choice will depend on your firm’s individual circumstances, budget and long-term technology strategy.

Now, let’s look at how hosting tax software, like Thomson Reuters or Wolters Kluwer, works.

How does tax software hosting work?

• First, your software is moved to the cloud. This lets you access your apps—from UltraTax CS and NetClient CS to CCH Axcess, QuickBooks, BILL, Canopy and Microsoft Office—in one secure environment.
• Next time you log in, log in to the cloud: Move between tax, accounting and other business-critical apps, work from any device with an internet connection, and enjoy true mobility and flexibility in your work.
• Start working with teammates and clients in real-time: Work on the same files simultaneously regardless of location, reduce version control issues and be more productive.
• Avoid manually updating software: Cloud-hosted applications receive automatic updates, ensuring you’re always working with the latest versions without the need for manual installations.
• Rest easy, knowing your tax data’s safe: Meet regulatory requirements with our compliance measures and get ongoing intrusion monitoring, antivirus protection, encryption and more, to ensure private information stays that way.
• Recognize improved performance: You may notice things load faster. That’s because cloud hosting offers faster processing speeds for complex tax work, especially during peak tax seasons.

By using OneSpace to host your tax applications, you’re not just moving to the cloud—you’re embracing a more efficient, secure and collaborative way of working.

“The ease of running the firm—it’s simple to do, easy to get up and get going. The uploading process with the files—you guys helped me with that—very easy to do. I think within three days you’d be up and running in the cloud. With this product it was very quick.” – Mark Smith, MASWEN PC CPAs

Which applications does OneSpace host?

OneSpace for Firms is customizable depending on what type of accounting and tax software your firm uses.

Popular apps hosted in the OneSpace cloud

If your firm wants to host your Wolters Kluwer software, our cloud supports:

• CCH Axcess Suite
• CCH ProSystem fx
• UltraTax CS 2014-2023
• UltraTax CS Barcode Scanner 2023
• UltraTax CS Source Data Entry 2023

If your firm wants to get your Thomson Reuters applications in the cloud, OneSpace for Firms supports:

• Thomson Reuters CS Professional Suite
• Checkpoint Edge
• GoFileRoom Add-ins
• GoFileRoom Control Panel
• GoFileRoom Quick Launch

As of today, there are 59 additional “host-able” applications available—but that number grows as the needs of our customers change:

To learn more about the applications we support, get in touch with us today.

Take the next step

Ready to transform your accounting and tax practice? Here’s what you can do next:

1. Schedule a demo: Get a personalized walkthrough of OneSpace’s features and capabilities.
2. Assess your needs: Our experts can help you evaluate your current setup and identify areas for improvement.
3. Join the ranks: Experience the benefits of OneSpace firsthand.

Don’t let outdated technology hold your practice back. Contact us today to discover how easy it is to work faster and more securely with OneSpace.