Built to Serve and Support Financial Professionals
- Centralized Client Dashboard – Manage all of your clients’ files from a single dashboard from any internet-enabled location
- Work in Real-time – Gain the ability for multiple CPAs or accountants to see real-time updates and work inside of a client’s file simultaneously
- Business-critical Data Protection – Automated backups ensure safe retention of your clients’ financial files with guaranteed 99.999% uptime
- Dedicated Environments – Every client recieves a private cloud server to ensure privacy and support compliance requirements
CPA PARTNER CASE STUDY
“Trapp Technology’s cloud solutions support the influx of new clients coming in, which allows us to meet market demands for modern accounting technology.”
What others are saying:
Nicole Mortimer, Founder
“Love working with Trapp Technology. The customer service is always there when I need them. They take the worry out of reliable server systems.”
Vincent Clark, Business Owner
“I’ve been with Trapp for a couple years now, and the best thing about them is their customer service. I just started another company and one of the first things I did was get set up with Trapp. Their company and service has been a huge help to our success.”
Megan Sells, Financial Professional
“Using Trapp to create a cloud-based desktop has been a total game-changer for our company! Now we can work from any computer, anywhere seamlessly. This really came in handy when we had to evacuate for a hurricane. We were able to continue to serve our clients from afar, so they didn’t have to worry about their books while they were taking care of their own families.”
Jeff Finkelstein, Business Owner
“We use Trapp Technology for hosting, and have been very happy with the service and communications. As someone who runs an IT company, my standards are pretty high. Trapp is the best!”
Allison Cleveland, Non-Profit Office Manager
“A big company with a small company personality. Trapp provides our nonprofit with excellent service at a great price. Their customer support is available 24/7 and is USA based. So no matter what, I can get help any time. I’m pleased to be a Trapp Technology customer and highly recommend them to all companies, big and small. They are truly capable of handling all of your hosting, cloud and even telephone service needs.”
Marlyn Bryant, President
“I have been using Trapp Technology for over a year now. They came highly recommended from another company I work with. They have excellent customer service for any issue or question you may have. I have never called in & gotten put on hold. The system seems to work flawlessly & if there is an issue, they will help you fix it immediately.”
Why
The Money
Thinking about utilizing the cloud to your advantage from a revenue standpoint? Each month, you will be billed for all of your clients’ dedicated hosting environments. Then, you’re in control of determining the best price to charge your clients for initial set up and monthly fees. This gives you the potential for a new stream of monthly recurring revenue while collecting a monthly price that you feel is fair.
The Support
Once you refer a new client to Trapp Technology, our team coordinates client onboarding, training, system implementation, and server maintenance directly with your client. Our award-winning U.S.-based support team is available 24/7/365 to provide help to you and your clients via chat.
The Value
Pairing a cloud hosting service with your regular accounting services is both a huge value-add for your customers and a significant market differentiator for your company. While some CPAs aren’t interested in growing their business, your company will gain new business opportunities by offering a service no other local competitor does. That opens the door to new clients, more business, and stronger client retention.
The Peace of Mind
Having all of your clients’ data in one centralized (and secure!) location is a dream come true. With one set of credentials, you’ll have anytime, anywhere access to the dedicated cloud environment for each of your clients. And with backups conducted three times a day, you can stop worrying about corrupted files, stolen laptops, or accidental data loss.
Everything You Need to Move to the Cloud
Adding a new service offering for your customers sounds pretty time and resource intensive, but we’ve helped thousands of CPAs and financial professionals become a cloud-enabled practice quickly and easily.
Each client’s dedicated cloud is deployed, managed, and supported by our team of experts, 24/7. We handle the hosting, you handle the accounting!
Each cloud hosts a fully functional version of your client’s accounting software. If you’ve used the software on a desktop, you can use it on the cloud!
Your clients business-critical data is kept safe by advanced threat protection applications and monitored 24/7 by a team of cybersecurity analysts.
Gain access to valuable marketing tools to underscore the power of hosted software to your clients.
Leverage the cloud as an additional stream of recurring revenue! We bill you each month for your clients’ hosting, and you’re free to set the monthly price for your customers.
Your dedicated account manager is your go-to resource for developing your practice’s cloud program.
Trusted by Financial Professionals Worldwide
