accountants in practice, how are smaller firms handling cloud migration without it becoming a nightmare?
we're a small practice, just a handful of staff, and we've been having ongoing conversations about moving more of our client work to the cloud properly rather than the half measures we've been running with for the past few years. the current setup works but it's getting clunky especially around client collaboration and file handoffs.
most of the advice around cloud migration seems aimed at either very large firms or sole traders. accountants in practice at our size have a specific set of challenges around keeping client data organised, managing multiple engagements at once, and making sure the team isn't constantly chasing each other for the latest version of something.
we're not in a rush to rip everything out but i'd like to at least have a clearer picture of what a better setup actually looks like before we commit to anything. has anyone at a similar sized practice gone through this recently and have thoughts on what made the transition smoother or what they'd do differently