Remote Connections Improving CPA Delivery
March 05, 2018

Remote Connections Improving CPA Delivery

TINA BARTLETT | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Control (formerly ScreenConnect)

As accountants, we enjoy the convenience of logging on remotely to client computers to update bookkeeping in QuickBooks, Sage, etc. To be sure their records are up-to-date.

Pros

  • Simple interface allows quick remote access on a routine basis.
  • One-time log-in functions are good to help on specific situations and questions to see what the client screens reflect.
  • Security has not been a problem when remote functions are performed.

Cons

  • Smaller screen interfaces are occasionally difficult to read and maneuver.
  • Minor delay times seem to slow down things a little.
  • Impact positive to reduce travel time or lack of updates for client accounting records.
  • Impact positive to reduce time in projects & increase communication tools.
I do prefer this software and abilities. Other options had more disconnects and issues with dependability on a routine basis.
When trust exists between professionals and clients, it is a useful tool to stay connected and up-to-date in bookkeeping review or assistance projects.

ConnectWise ScreenConnect Feature Ratings

Screen sharing
8
File transfer
8
Instant message
4
Secure remote access with Smart Card authentication
8
Access to sleeping/powered-off computers
6
Over-the-Internet remote session
8
Initiate remote control from mobile
8
Remote management of servers & workstations
8
Remote Active Directory® management
8
Centralized management dashboard
7
Session record
6
Annotations
7
Monitoring and Alerts
6
Multi-platform remote control
6

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