10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow Efficiency, Second Edition

  • $59.00-$69.00
    10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow Efficiency, Second Edition Availability : In Stock Product #: PTX1401P
    AICPA Member: $59.00
    Non-Member: $69.00
  • $49.00-$59.00
    10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow Efficiency, Second Edition Availability : eBook Download Product #: PTX1401E
    AICPA Member: $49.00
    Non-Member: $59.00

Improve the quality, efficiency, and profitability of the services you offer your clients.

In today's marketplace, leveraging technology and cloud-based solutions to automate data processing and other low-value work is essential to running an efficient and profitable CPA practice. Given the pace of change, it’s also too easy to feel overwhelmed by the abundance of choices and make bad decisions that cost you time and money. 10 Steps to a Digital Practice in the Cloud will help you clear a path for your firm’s success.

This popular how-to guide is your roadmap to building your successful practice in the cloud in just 10 steps. You’ll get practical, comprehensive information with step-by-step instructions, covering areas such as:

  • Infrastructure
  • Scanning Solutions
  • Document Management
  • Client Portals
  • Workflow Management
  • Cloud-based Client Accounting Systems
  • Security
  • Disaster Recovery
  • And more!


Praise for the First Edition:

“This guidebook provided me with a great amount of useful information that I can use to take our company to the cloud. Before reading this book, I was very skeptical of the cloud environment. 10 Steps provided me with the knowledge I needed to take it on.” – CFO from Greenwood, SC

“I purchased this book and have found it very helpful as I transition my practice to the cloud. The author assumes the practitioner is starting from scratch and explains how to start the process by setting up the infrastructure. I am further along in the processes, however found the information to be very helpful.” – Consultant from Colorado Springs, CO

“Good starter book to see if a small practice is able to go to the cloud. Easy to read and understand. Not too technical.” – Sole Practitioner from Mobile, AL


IMTA Section Members and CITP Credential Holders qualify for an additional 10% discount. When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout.

System Requirements

About the Authors

Bryan L. Smith, CPA, CITP, CISA

John H. Higgins, CPA, CITP

About the Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.