Frequently Asked Questions
You would first transport that file into the cloud via the cloud File Explorer. This is similar to transferring a file from a USB drive to your local computer. Then you would input the file engagement as normal.
You again would transfer that file to the cloud via the cloud File Explorer.
We import your settings into the cloud with the exact same settings you used previously. Modifications to those rights are handled exactly the same way in the program.
Yes. We simply create a resource for you and share that resource between staff members.
This process operates exactly the same.
The software is exactly the same, it is just housed and accessed from the Shield Cloud.
We do not assist in pricing nor do we prefer one vendor over another. Shield Networks is a 3rd party platform designed to host and maintain your tax applications.
Cloud transition is a quick and easy process. The ideal process has you ending a work day on a Thursday. We copy all of your data to a secured USB drive and overnight that to our datacenter in Louisville. We then transition your email to our Hosted Exchange service and prep your applications to go live the following Monday. A Shield agent then works with your staff in house to teach them the mechanics of doing things in the cloud.
Yes, this feature works exactly the same.
There are several different backups going on at any given time. Shadow copies are taken twice a day of your application data, SQL databases are also backed up twice a day, and email is backed up daily. Incremental backups happen every day with a full backup monthly. Full backups are stored offsite.
The recycle bin is not available in the cloud. You will need to restore from shadow copy.
A schedule of events is created when you on-board on to the cloud. We compile the schedule then and it is updated through the ticketing system.
If it’s a work flow question, please call the vendor. Shield assists with troubleshooting problems with the software. By utilizing Shield software support, you don’t lose billable hours to trying to solve the problem yourself.
Your data will remain in the cloud as long as your continue to subscribe.
If you leave before your contract is up, yes.
Yes, you can change your password at the Self-Service Portal.
Shield uses the latest SSL encryption protocols. This is the same encryption used by banks and the federal government. It encrypts your information so only you can see it.
Shield is a vendor neutral service provider. We integrate applications from all your software vendors and your e-mail and offer them in a single location. All support is routed through Shield allowing your accountants to focus solely on their accounting duties.
Shield does offer Quickbook’s hosted service as a reseller option. Please contact your account representative for more information.
We typically can support integrating any kind of portal into your cloud experience.
Shield maintains records and notifies your firm administrator for important expiration dates. It is up to the firm to renew these services.
New employees can be added in just a few minutes at our Customer Service Portal.
You can create the new users in the Customer Service Portal and only assign them access to the applications you want. Then you are just billed your user fee for as long as they need access.
Training materials are provided in person when you first join, via streaming video on our website, or available as a downloadable guide.
Shield Networks is a certified Microsoft Service Provider and a Citrix Service Provider. All technical support agents carry at least a MCITP, MCSE, or CCA certification.
iPhones, Android, Windows phones, and any other device that can support exchange active sync is currently supported. Blackberry sync is not currently supported.
You will be given a USB hard drive will all your data organized on it. Once your data has been transferred to your new environment, you will be asked to sign a document authorizing your data to be destroyed in our cloud.