17 Nov Data Transfer Overview
Data Transfer Overview
Data transfer is important for Accountants and Consultants who wish to work on client files in their own office. The choices seem endless but most fal into one of two categories… Automatic “sync” alternatives or those or those that do not manage the data entry process of both the accountant and client.
The most significant advantages are:
Cost – most data transfer alternatives are free or have only a small cost
Ease of Use – most of these methods are very easy to use and/or follow similar procedures the client may already be familiar with such as attaching a file to an e-mail to transferring data onto a disk or CD.
There are three primary disadvantages of remote access over data transfer:
Version Issues – depending on the method used, both the Accountant and Client will be required to be on the same version of the software to transfer the information back and forth. This situation may be mitigated by using a transaction copier tool or providing entries to be re-entered into the “live” file.
Damaged or Non-existent Files – when transferring files, there are countless reasons why it may become difficult including: unreadable disks, files too large to e-mail, client knowledge of how to use CD-writing software, etc.
Scheduling – some type of “scheduling” of work flow between the client and accountant if the live file will be returned. This may mean that the client needs to stop entering information during the time the Accountant uses the file. This situation may be mitigated by using a transaction copier tool or providing entries to be re-entered into the “live” file.