{"id":669,"date":"2016-06-13T22:58:11","date_gmt":"2016-06-14T03:58:11","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=669"},"modified":"2020-08-18T16:15:53","modified_gmt":"2020-08-18T21:15:53","slug":"3-technologies-you-need-to-run-a-remote-practice","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/","title":{"rendered":"3 Technologies You Need to Run a Remote Practice"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">When I decided to begin my entrepreneurial adventure as the sole owner of a virtual accounting and tax practice in 2009, I had one primary goal in mind: build a 100 percent cloud-based business that will allow for a balanced work and family life. If I met this goal, it would allow me to service hundreds of clients a year by maintaining a remote year-round practice, while still upholding my truest motivation for becoming a small business owner \u2013 being a mom!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">I learned very quickly that juggling multiple entrepreneurial hats would not allow for me to efficiently scale my business and provide the best possible service to my clients. I knew I needed to improve my business model and decided to leverage technology and the Information Age to take my remote practice to an entirely new and exciting level.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Based on <\/span><a href=\"http:\/\/www.statista.com\/statistics\/276623\/number-of-apps-available-in-leading-app-stores\/\" target=\"_blank\"><span style=\"font-weight: 400;\">2015 statistics<\/span><\/a><span style=\"font-weight: 400;\">, there are more than 1.5 million apps providing advanced technologies to help you manage, automate and grow in your personal and business life. However, just reviewing, learning and implementing a handful of these tools can be overwhelming. My suggestion is to start small and focus on two or three key areas (possibly pain points) that you are trying to improve in your business, and implement these new technologies to create positive solutions. Take time to research and review the best players\/software providers, and decide on the most important factors you require from your chosen solution. Spend between two and four weeks learning and implementing these technologies into your business. If you do not LOVE the solution within a month, cut your losses and try another one. You literally have millions of options.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When I first took this same challenge, I focused on the following three areas of business improvement:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Remote\/web meeting solution<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Secure cloud storage solution with client portal capabilities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Day-to-day project management solution, also referred to as a workflow solution<\/span><\/li>\n<\/ul>\n<p><b>Remote\/Web Meeting Solution<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The most important technology solution for any remote practice is a reliable and affordable web meeting solution. This tool allows you to work and hold meetings remotely and reduce travel costs, while still maintaining a face-to-face experience with your clients. This solution should include desktop screen sharing capabilities, a conference call number and unlimited monthly meetings, and should support online meeting space for a collaborative team environment between five and 25 guests.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">My firm chose <\/span><a href=\"http:\/\/www.gotomeeting.com\/\" data-wa-link=\"body_gotomeeting\" target=\"_blank\"><span style=\"font-weight: 400;\">GoToMeeting<\/span><\/a><span style=\"font-weight: 400;\"> for its preferred solution. A few additional options include <\/span><a href=\"https:\/\/zoom.us\/\" data-wa-link=\"body_zoom\" target=\"_blank\"><span style=\"font-weight: 400;\">Zoom<\/span><\/a><span style=\"font-weight: 400;\">,<\/span><a href=\"https:\/\/www.teamviewer.com\/en\/\" data-wa-link=\"body_teamviewer\" target=\"_blank\"><span style=\"font-weight: 400;\">TeamViewer<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.join.me\/\" data-wa-link=\"body_joinme\" target=\"_blank\"><span style=\"font-weight: 400;\">Joinme<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Secure Cloud Storage Solution With Client Portal Capabilities<\/b><\/p>\n<p><span style=\"font-weight: 400;\">My next must-have solution was secure cloud storage for my firm\u2019s electronic documents. My practice was not only going to be 100 percent cloud-based, but it was also going to be 100 percent paperless. This solution should include the highest level of secure and protected data options for your files, large space storage capabilities, and online and desktop automated syncing of all files.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For my firm, I also wanted client portal capability. Client portals allow for remote practices and their clients to share files instantly through a secure web portal \u2013 no more multiple emails back and forth and no need to hand over paper documents.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">My firm chose <\/span><a href=\"https:\/\/www.sharefile.com\/\" data-wa-link=\"body_sharefile\" target=\"_blank\"><span style=\"font-weight: 400;\">Citrix ShareFile<\/span><\/a><span style=\"font-weight: 400;\"> for its preferred solution. A few additional options include <\/span><a href=\"https:\/\/www.box.com\/\" data-wa-link=\"body_box\" target=\"_blank\"><span style=\"font-weight: 400;\">Box<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.dropbox.com\/business\" data-wa-link=\"body_dropbox\" target=\"_blank\"><span style=\"font-weight: 400;\">Dropbox<\/span><\/a><span style=\"font-weight: 400;\">,<\/span><a href=\"https:\/\/www.google.com\/drive\/\" data-wa-link=\"body_googleDrive\" target=\"_blank\"><span style=\"font-weight: 400;\">Google Drive<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"http:\/\/www.smartvault.com\/\" data-wa-link=\"body_smartvault\" target=\"_blank\"><span style=\"font-weight: 400;\">SmartVault <\/span><\/a><span style=\"font-weight: 400;\">and <\/span><a href=\"https:\/\/proconnect.intuit.com\/client-connection-suite#link\/\" data-wa-link=\"body_ccs-link\"><span style=\"font-weight: 400;\">ProConnect\u2122 Link<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Day-to-Day Project Management<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The most challenging, yet beneficial technology I chose to implement for my firm was a project management solution. This solution can truly transform your business and provide a more workflow efficient and organized environment for you and your clients. However, this is not a \u201cone solution fits all\u201d element of your business. This tool should meet most of your requirements and possibly be tailored to your unique industry or, if not, it should be customizable to your business needs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the bare minimum, this solution should allow for project\/task management, a collaborative team environment for task delegation and communication, deadlines\/status updates, and a snapshot view of all active projects, at once.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">My firm chose to use a combination of two applications to create the best project management solution:\u00a0<\/span><a href=\"https:\/\/www.17hats.com\/\" data-wa-link=\"body_17hats\" target=\"_blank\"><span style=\"font-weight: 400;\">17hats<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.smartsheet.com\/\" data-wa-link=\"body_smartsheet\" target=\"_blank\"><span style=\"font-weight: 400;\">Smartsheet<\/span><\/a><span style=\"font-weight: 400;\">. A few additional options include <\/span><a href=\"https:\/\/asana.com\/\" data-wa-link=\"body_asana\" target=\"_blank\"><span style=\"font-weight: 400;\">Asana<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.zoho.com\/projects\/\" data-wa-link=\"body_zoho\" target=\"_blank\"><span style=\"font-weight: 400;\">Zoho Projects<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/trello.com\/\" data-wa-link=\"body_trello\" target=\"_blank\"><span style=\"font-weight: 400;\">Trello<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.activecollab.com\/\" data-wa-link=\"body_activecollab\" target=\"_blank\"><span style=\"font-weight: 400;\">Active.collab<\/span><\/a><span style=\"font-weight: 400;\">. Now that I have shared my firm\u2019s technology solution challenge with you, it\u2019s time to take the leap and transform your remote practice today!<\/span><\/p>\n<p><b>Editor\u2019s note:<\/b> Working in the cloud is the focus for <a href=\"https:\/\/proconnect.intuit.com\/tax-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_ito\">ProConnect Tax Online<\/a>, which <a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/proconnect\/intuit-proconnect-tax-online-integrates-with-quickbooks-online-accountant\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_tpc-PTOintQBOA\">integrates<\/a> with QuickBooks Online Accountant. Tax professionals can also take advantage of Intuit&#8217;s cloud hosting solutions for <a href=\"https:\/\/proconnect.intuit.com\/lacerte\/hosting\/?s_cid=PA_HOST_TPC_DThosting\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_lc-hosted\">Lacerte<\/a> and <a href=\"https:\/\/proconnect.intuit.com\/proseries\/hosting\/?s_cid=PA_HOST_TPC_DThosting\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_ps-hosted\">ProSeries<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/proconnect.intuit.com\/desktop-hosting\/?s_cid=PA_HOST_TPC_DThosting\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"&quot;body_DThosting\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-21051 size-large\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/07\/New-Hosting-Image-e1597409520425.jpg?w=360\" alt=\"Desktop hosting\" width=\"360\" height=\"220\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/07\/New-Hosting-Image-e1597409520425.jpg 360w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/07\/New-Hosting-Image-e1597409520425.jpg?resize=150,92 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/07\/New-Hosting-Image-e1597409520425.jpg?resize=300,183 300w\" sizes=\"auto, (max-width: 360px) 100vw, 360px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When I decided to begin my entrepreneurial adventure as the sole owner of a virtual accounting and tax practice in 2009, I had one primary goal in mind: build a 100 percent cloud-based business that will allow for a balanced work and family life. If I met this goal, it would allow me to service<\/p>\n","protected":false},"author":107196149,"featured_media":672,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807,45875901],"tags":[646041692],"intuit_collection":[],"intuit_series":[],"coauthors":[509474172],"class_list":["post-669","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-firm-of-the-future"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>3 Technologies You Need to Run a Remote Practice - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Technologies You Need to Run a Remote Practice - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"When I decided to begin my entrepreneurial adventure as the sole owner of a virtual accounting and tax practice in 2009, I had one primary goal in mind: build a 100 percent cloud-based business that will allow for a balanced work and family life. If I met this goal, it would allow me to service\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2016-06-14T03:58:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-08-18T21:15:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/cloud-e1508452902409.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"361\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mariette Martinez, EA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mariette Martinez, EA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/\"},\"author\":{\"name\":\"Mariette Martinez, EA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ef24e5086ffbbadca88b7ff6151fe795\"},\"headline\":\"3 Technologies You Need to Run a Remote Practice\",\"datePublished\":\"2016-06-14T03:58:11+00:00\",\"dateModified\":\"2020-08-18T21:15:53+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/\"},\"wordCount\":758,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/cloud-e1508452902409.jpg\",\"keywords\":[\"firm of the future\"],\"articleSection\":[\"Practice Management\",\"Workflow tools\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/\",\"name\":\"3 Technologies You Need to Run a Remote Practice - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/cloud-e1508452902409.jpg\",\"datePublished\":\"2016-06-14T03:58:11+00:00\",\"dateModified\":\"2020-08-18T21:15:53+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/cloud-e1508452902409.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/cloud-e1508452902409.jpg\",\"width\":700,\"height\":361,\"caption\":\"laptop computer on the grass outdoors with a blue sky in the background\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/3-technologies-you-need-to-run-a-remote-practice\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"3 Technologies You Need to Run a Remote Practice\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/IntuitAccountants\",\"https:\\\/\\\/x.com\\\/IntuitAccts\",\"https:\\\/\\\/www.instagram.com\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ef24e5086ffbbadca88b7ff6151fe795\",\"name\":\"Mariette Martinez, EA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/fad404eeeabaf01ea631afb3f0aa5687038695d022a1bd472ac2e5883507eaa4?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/fad404eeeabaf01ea631afb3f0aa5687038695d022a1bd472ac2e5883507eaa4?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/fad404eeeabaf01ea631afb3f0aa5687038695d022a1bd472ac2e5883507eaa4?s=96&d=identicon&r=g\",\"caption\":\"Mariette Martinez, EA\"},\"description\":\"Mariette F. Martinez, EA, is a small business accounting consultant and tax professional who specializes on solo-entrepreneurs. Mariette is a mom, first and foremost, and was born into a family of entrepreneurs. Her strong business-oriented upbringing has fueled her deep passion to embrace, engage and help the small business community. She partners up with several innovative companies to teach and develop complete and cost-efficient accounting technology workflow solutions for her clients. Mariette\u2019s mission is to empower solo-entrepreneurs to seamlessly manage financial performance and meet year-round tax obligations by using accounting, tax and workflow technologies. She maintains a year-round advisory relationship by utilizing collaborative cloud-based software. As a trusted virtual advisor, Mariette and her clients have the flexibility to engage from anywhere at any time and most importantly spend more time with their loved ones. You can engage with Mariette on Twitter @mmartinezea.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/taxpro39\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"3 Technologies You Need to Run a Remote Practice - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/","og_locale":"en_US","og_type":"article","og_title":"3 Technologies You Need to Run a Remote Practice - Tax Pro Center | Intuit","og_description":"When I decided to begin my entrepreneurial adventure as the sole owner of a virtual accounting and tax practice in 2009, I had one primary goal in mind: build a 100 percent cloud-based business that will allow for a balanced work and family life. If I met this goal, it would allow me to service","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2016-06-14T03:58:11+00:00","article_modified_time":"2020-08-18T21:15:53+00:00","og_image":[{"width":700,"height":361,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/cloud-e1508452902409.jpg","type":"image\/jpeg"}],"author":"Mariette Martinez, EA","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Mariette Martinez, EA","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/"},"author":{"name":"Mariette Martinez, EA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ef24e5086ffbbadca88b7ff6151fe795"},"headline":"3 Technologies You Need to Run a Remote Practice","datePublished":"2016-06-14T03:58:11+00:00","dateModified":"2020-08-18T21:15:53+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/"},"wordCount":758,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/cloud-e1508452902409.jpg","keywords":["firm of the future"],"articleSection":["Practice Management","Workflow tools"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/","name":"3 Technologies You Need to Run a Remote Practice - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/cloud-e1508452902409.jpg","datePublished":"2016-06-14T03:58:11+00:00","dateModified":"2020-08-18T21:15:53+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/cloud-e1508452902409.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/cloud-e1508452902409.jpg","width":700,"height":361,"caption":"laptop computer on the grass outdoors with a blue sky in the background"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/3-technologies-you-need-to-run-a-remote-practice\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"3 Technologies You Need to Run a Remote Practice"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/IntuitAccountants","https:\/\/x.com\/IntuitAccts","https:\/\/www.instagram.com\/intuitaccountants\/?hl=en","https:\/\/www.linkedin.com\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ef24e5086ffbbadca88b7ff6151fe795","name":"Mariette Martinez, EA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/fad404eeeabaf01ea631afb3f0aa5687038695d022a1bd472ac2e5883507eaa4?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/fad404eeeabaf01ea631afb3f0aa5687038695d022a1bd472ac2e5883507eaa4?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/fad404eeeabaf01ea631afb3f0aa5687038695d022a1bd472ac2e5883507eaa4?s=96&d=identicon&r=g","caption":"Mariette Martinez, EA"},"description":"Mariette F. Martinez, EA, is a small business accounting consultant and tax professional who specializes on solo-entrepreneurs. Mariette is a mom, first and foremost, and was born into a family of entrepreneurs. Her strong business-oriented upbringing has fueled her deep passion to embrace, engage and help the small business community. She partners up with several innovative companies to teach and develop complete and cost-efficient accounting technology workflow solutions for her clients. Mariette\u2019s mission is to empower solo-entrepreneurs to seamlessly manage financial performance and meet year-round tax obligations by using accounting, tax and workflow technologies. She maintains a year-round advisory relationship by utilizing collaborative cloud-based software. As a trusted virtual advisor, Mariette and her clients have the flexibility to engage from anywhere at any time and most importantly spend more time with their loved ones. You can engage with Mariette on Twitter @mmartinezea.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/taxpro39\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/cloud-e1508452902409.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-aN","jetpack-related-posts":[{"id":21917,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/navigating-the-next-12-months-proactive-advising-for-small-businesses\/","url_meta":{"origin":669,"position":0},"title":"Navigating the next 12 months: Proactive advising for small businesses","author":"Jasen Stine","date":"December 4, 2020","format":false,"excerpt":"Now is a great time to help your clients - and your firm - navigate the next 12 months through advisory services.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Pathway","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/Pathway.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/Pathway.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/Pathway.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/Pathway.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":29426,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/ways-to-expand-your-cas-practice\/","url_meta":{"origin":669,"position":1},"title":"5 ways to expand your CAS practice","author":"Scott Cytron","date":"June 12, 2023","format":false,"excerpt":"Get a short list of best practices to expand your Client Accounting Service practice.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Expanding your CAS practice","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":24897,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/prepare-your-firm-for-the-reality-of-tax-season-2022-with-this-remote-readiness-roadmap\/","url_meta":{"origin":669,"position":2},"title":"Prepare your firm for the reality of tax season 2022 with this Remote Readiness Roadmap","author":"Dania Buchanan","date":"January 27, 2022","format":false,"excerpt":"Working remotely isn't going away, so firms must learn to adapt for the long term. Check out these recommendations from Dania Buchanan and insights from Dawn Brolin, CPA, CFE.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Working Remotely","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":13797,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/top-5-things-you-need-to-know-to-grow-your-practice\/","url_meta":{"origin":669,"position":3},"title":"The top 5 things you need to know to grow your practice","author":"Josh Lance, CPA, CGMA","date":"October 24, 2018","format":false,"excerpt":"Growing your practice isn't easy. Josh Lance, CPA, CGMA, declares five things you must know to grow your tax and accounting practice.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"tax and accounting clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/F39325721_WithClients04-e1548174101651.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/F39325721_WithClients04-e1548174101651.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/F39325721_WithClients04-e1548174101651.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":28828,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/how-to-start-exit-conversations-with-your-clients\/","url_meta":{"origin":669,"position":4},"title":"How to start exit conversations with your clients","author":"Christine Nicholson","date":"May 4, 2023","format":false,"excerpt":"Exit readiness is more than a year-end call; it\u2019s a journey. Help get your clients and your firm ready in this article by Christine Nicholson.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Exit Conversations","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/How-to-start-exit-conversations-with-your-clients-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/How-to-start-exit-conversations-with-your-clients-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/How-to-start-exit-conversations-with-your-clients-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/How-to-start-exit-conversations-with-your-clients-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":723,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-season-is-over-next-steps-for-your-firm\/","url_meta":{"origin":669,"position":5},"title":"Tax Season is Over: Next Steps for Your Firm","author":"Andrew Poulos, EA, ABA, ATP","date":"April 22, 2016","format":false,"excerpt":"Going through my 21st year in the tax industry was quite an exciting time. In addition to my typical output, I implemented new technologies that put a heavy emphasis on growing my tax practice, while continuing to work remotely with clients. My focus the last five years has been to\u2026","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/fotolia_73031457_m-e1508453058263.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/fotolia_73031457_m-e1508453058263.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/fotolia_73031457_m-e1508453058263.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/fotolia_73031457_m-e1508453058263.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/669","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/107196149"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=669"}],"version-history":[{"count":13,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/669\/revisions"}],"predecessor-version":[{"id":21107,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/669\/revisions\/21107"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/672"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=669"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=669"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=669"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=669"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=669"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=669"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}