2021's Hot Tech Tools and Services for Financial Professionals

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© 2021 Devmatics, LLC. All Rights Reserved.

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Hot Tech Tools, Apps, & Services
for Your Organization
Presented by:
Stephen M. Yoss, CPA, MS

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 Time tracking. Tools to help you track, bill and evaluate your time.
 Project tracking. Solutions to help you build projects and communicate
progress.
 Remote access. Tools to help you access your computer and
documents from anywhere.
 Communication. Programs and apps to help you communicate with
your staff and clients.
 Financial transactions. Platforms to facilitate financial transaction
better, faster and cheaper.
 Hardware. The best and most useful devices you should be using now.
 Integration and Data Sharing. Easily move data between applications
and platforms inside your organization.
Business Apps, Platforms & Tools

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Discussion Points & Learning Objectives
 Identify which emerging technologies will impact you in the coming
year and learn how to incorporate the new developments into your
existing workflows.
 Recognize and implement fantastic new apps, web-based resources,
and services to gain efficiency in your personal life and meet
organizational needs better.
 Discuss major collaboration tools to help track time, manage projects
and communicate with colleagues.
 Review options for processing financial transactions including mobile
app payments, website payments and traditional point-of-sale
payments.

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Stephen M. Yoss, CPA, MS
 CEO and Partner of Devmatics, LLC.
 Primarily focused on enterprise, mobile app and e-commerce software
development. Focusing on the development of custom enterprise
systems, mobile apps, and custom integration solutions.
 Author 50+ continuing education courses and invited speaker to over 75+
events per year for CPAs and financial professionals. I love helping
people! 
 Certified Public Accountant with 15+ years of experience working in both
public and private accounting.
 Licensed pyrotechnician and fireworks expert. Regularly designs and
shoots shows all over the USA.

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Devmatics, LLC
We Build All Types of Tools To Make Business Happen
We build custom software, mobile apps, integration solutions, workflow automation and more for
all types of organizations.
 Custom Enterprise Software. We make software that fits your organization like a glove.
organization like a glove. Our projects focus on providing functionality when nothing else
exists.
 Mobile Apps. We make both iOS and Androids apps to help bring your organization to
your organization to smartphones.
 Integration and Workflow Automation. The average organization utilizes over a dozen
utilizes over a dozen applications inside their organization. We can help everything share
data and speak the same language.
Our sole focus is to help your organization save time, conserve resources, promote efficiency
and solve your organization’s more difficult problems.

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Disclaimer & Liability Acknowledgment
 Copyright. All product names, logos, and brands
are property of their respective owners. All
service names used in this website are for
only. Use of these names, logos, and brands does
endorsement.
 Educational Use Only. The information presented in
this presentation is for educational use only. The
specific recommendations, but the participant is
to do their own due diligence before making any
 Image Credits. Artwork and images courtesy of
Flaticon.com, Unsplash.com and others.

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Clockify
The Best and Truly Free Time Tracker For Teams
 Clockify is a simple time tracker and timesheet app that lets you and your team track work
hours across projects.
 Track time you’ve spent working on activities, clients and projects. Get an accurate
an accurate measure of your time for reporting, productivity, billing and more.
 Simple and intuitive interface. You can easily integrate the tool into your organization’s
your organization’s workflow with minimal effort.
 You can run the entire service in your browser, but they also offer both desktop and mobile
apps.
 Unlimited users, free forever. However, they do have some additional upgrades you might
upgrades you might want to consider.
 Start tracking your company’s time for free using Clockify! Learn more at https://clockify.me/

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Calendly
Schedule Meetings Without the Back-and-Forth Emails
 How it works is simple. First, create some simple rules to let it know
your availability preferences. Second, share your link with staff,
clients, etc. Third, they schedule meeting with you based on your
availability.
 Calendar integrations. Works with your Google, Outlook, Office 365
Outlook, Office 365 or iCloud calendar so you’re never double
booked.
 Control. Set buffer times between meetings, prevent last minute
prevent last minute meetings, create secret event types, and more.
 Learn more at https://calendly.com/

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When I Work
Build Work Schedules in minutes!
 When I Work is a free employee scheduling app. It helps you improve communication, eliminate
excuses, boost accountability among your staff, track time and attendance, and grow your
business.
 Put the schedule in everyone's pocket. Schedule and communicate with your employees
your employees from your Android or iPhone for free. Your employees can request shift
trades and time off all from their mobile device.
 Employee Time Clock. Employees can clock in and clock out right from their mobile device.
their mobile device. Their time clock syncs seamlessly with the work schedule, and you can
export payroll into popular platforms like QuickBooks, ADP, and more.
 Their basic plan is free for up to 75 users! They offer a variety of premium plans with
premium plans with additional capacity and functionality.
 Start scheduling your staff today with When I Work. Sign up at https://wheniwork.com/

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Rescue Time
Helps You Get Back to Work!
 Tracks time spent on applications and websites, giving
you an accurate picture of your day. Runs securely in
the background on your computer and mobile devices.
 Set alerts to let you know when you spent a certain
activity. Gives you detailed reports and data based on
 How much time did you spend on email? In meetings?
you the answers!
 Where are you spending your time? Find out and better
https://www.rescuetime.com

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Asana
Track Your Projects and Related Assets With Ease!
 Simple interface. The interface is easy to use and quickly
mastered. You can set up projects and assign tasks with a
 Email. Updates to projects can all be handled by email.
Respond or comment from the luxury of your inbox.
 Mobile. The mobile client gives you all the features and
functionality as the desktop client. It allows you to stay up-
 This is a great option if you need to keep track of projects,
headache of a big system.
 Signup for your free account and start tracking projects.

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Trello
Trello helps teams move work forward.
 Trello is a Kanban style project management tool.
Projects are managed visually via a board and tasks.
 As projects are advanced, they move across the
tasks can easily be assigned to member of your team.
 Free tool, but paid version offers additional
 Start managing your projects more efficiently and
https://trello.com
 Microsoft 365 user? Check out Microsoft Planner.
but it is included in your subscription and has no

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Review Time!
Which solution would probably be most effective for
managing time and billing with a SMB?
Rescue Time
Asana
Trello
Clockify

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Real VNC
Easily Access Remote Computers & Screen Share
 VNC® Connect is Simple, secure, ready-to-use remote access and support
software for all your computers and mobile devices.
 Easily access your work computer from home, or your home computer from
computer from work. Wonderful resource for working remote.
remote.
 Supports virtually all computer types. Incredible features like multiple
multiple monitors, printer support, sound and more!
 Free for personal use and up to 5 devices!
 Doesn’t require any significant changes to your computer or network for secure
remote access.
 Access your work, home, Mom or Dad’s computer from anywhere! Learn more at
https://www.realvnc.com/

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ShareFile
The Simple, Secure Way to Collaborate With Clients
 ShareFile integrates with RightSignature for fast and easy e-signature. And ShareFile works
with ScanSnap and more to make workflow and document management even easier for
accountants.
 Print PDF files from your software directly into ShareFile — stay organized and save time in
one easy step.
 Access, share, edit and store files any time, anywhere, from any iOS, Android, Windows Phone
or Blackberry smartphone or tablet.
 Create and replicate folder structures across client files. Need to add a new fiscal year folder to
200 client folders? Done.
 Know your files are always safe. Bank-level encryption protects your files, emails and
attachments in transit and at rest.
 Business class filesharing for your team, clients and vendors. Learn more at
https://www.sharefile.com/

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Zoom
Video Conferencing and Messaging Across Any Device
 Hands down the overall best quality video, screensharing
conferencing solution. The best mix of features, stability and
usability across the widest range of devices.
 Bring HD video and audio to your meetings with support for
participants and 49 videos on screen.
 Meet securely. encryption for all meetings, role-based user
protection, waiting rooms, and place attendee on hold.
 Built-in collaboration tools. Multiple participants can share
simultaneously and co-annotate for a more interactive
 Host meetings with real-time communication, screen sharing
more at https://zoom.us

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Microsoft Teams & Slack
Internal Communication and Collaboration
 In addition to a web conferencing tool, your organization can
greatly benefit from having internal communication and
collaboration tool.
 These tools allows for organized and fast communication
sharing and collaboration on projects, instant video/audio
integration with many of your existing systems.
 Teams and Slack are both great options for this functionality.
free versions for small teams and can scale to organizations
employees.
 Microsoft Teams. https://teams.microsoft.com
 Slack. https://slack.com

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Microsoft Teams
Unified Communication Platform Across All Platforms
 Invite everyone you work with to chat, meet, call, and collaborate all in one place,
no matter where you are.
 Chat from anywhere. Share your opinion, and your personality. Send gifs,
personality. Send gifs, stickers, and emojis in a group chat or in one-to-one
messages.
 Collaborate from anywhere. Never do that frantic, searching-for-files thing ever
for-files thing ever again. In Teams you can access, share, and edit Word docs,
PowerPoint, and Excel files in real time.
 Beautiful and simply integrates into the entire Microsoft ecosystem of Office 365.
Part of Office 365, but also offered for FREE!
 Learn more at http://microsoft.com/teams

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Rambox
Manage Many Apps In One Place and Interface
 Rambox combines and consolidates dozens of regularly and
commonly used apps into single application.
 For example, instead of having to install Teams, Slack,
etc. you can just install Rambox and have them all in one
 Stop caring about maintaining and installing each application
same tabs opened in your browser.
 With Rambox you can have all your frequently used
the minimum maintenance effort.
 Start managing all your apps in one place using Rambox.
https://rambox.pro/

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Review Time!
Which tool would allow me to have a video conference and
share my screen with an audience?
Zoom
Rambox
All the Above
Teams

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Expensify
Expense Reports Made Easy
 Expense management made easy. Take a picture of your
receipt and Expensify automatically submits an expense
click!
 Admins can customize expense policy rules for their
Expensify to flag any expenses that actually need a
 Any changes made in your accounting system are
Expensify in real-time for constant visibility into your
making audits and tax season a breeze.
 Native integration with dozens of accounting systems and
 Start tracking your expenses at https://expensify.com

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Stripe
The New Standard in Online Payments
 Simply the best payment processor for
online businesses. Plugs in to virtually all
software and websites. Has native
integration with many accounting systems.
 Supports advanced fraud detection and
functionality to protect your business.
 Standard fee is 2.9% + $0.30 per
the credit card.
 Sign up today at https://stripe.com

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Square Point of Sale (PoS)
The POS That’s Easy to Setup and Use
 An entire PoS right in the palm of your hand using either a smart phone or tablet.
 It supports a wide range of inventory models, discounts, sales tax, and more.
 Supports a wide range of business models including restaurants, retail sales, appointments and
more.
 Can accept all major credit cards with low fees. Customers can also pay with cash, gift cards
and other methods of payment.
 Great option for organizations that are getting started in retail sales, multiple store fronts, trade
shows, or more.
 Standard fee is 2.6% + $0.10 per transaction.
 Check out https://squareup.com

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Venmo
Make and Share Payments with Family and Friends
 Free with many payment methods. When you send money using your Venmo balance, bank
account, debit card or prepaid card, they waive fees so it’s free. Receiving money and making
purchases in other apps is always free. However, they do charge a 3% fee when using a
fee when using a credit card.
 Use Venmo with anyone. Pay family and friends with Venmo accounts using a phone number
using a phone number or email. If they don't have a Venmo account, they'll just need to create
one.
 Security. Venmo uses strong encryption to help protect your account information and monitor
information and monitor your account activity to help identify unauthorized transactions.
 Fantastic mobile app that is available on all mobile platforms.
 Get started with making and receiving payments at https://venmo.com/

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Review Time!
Which solution would probably be best for processing credit
card sales from your website?
Stripe
Square Point of Sale (POS)
Venmo
Expensify

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Business Services
& Tools

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Ninite
Install and Update All Your Programs at Once
 Ninite can install and update dozens of applications all-at-
once on your computer.
 Fantastic tool for workgroups or new computers. Easily
manage applications from a central management tool.
 Great applications, including utilities, messaging, desktop
publishing, security, and media.
 No sign up required and completely free.
Download some awesome apps for your
Windows PC.
https://ninite.com/

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Everything
Locate Files and Folders by Name Instantly.
 Hands down the absolute best search for Windows. Find
anything on your computer.
 "Everything" is search engine that locates files and folders
by filename instantly for Windows.
 Unlike Windows search "Everything" initially displays
every file and folder on your computer (hence the name
"Everything").
 You type in a search filter to limit what files and folders are
displayed.
Download for FREE at
https://www.voidtools.com/

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Share X
Screen Capture, File Sharing and Productivity tool
 ShareX is a free and open source program that lets you capture or record any area
of your screen and share it with a single press of a key.
 ShareX also allows uploading images, text or other types of files to over 80
supported destinations you can choose from.
 ShareX has an advanced hotkey system which allows you to use any of these
capture methods, upload options or tools with their own task settings. You can
capture the entire screen, a specific application, part of the screen and more.
 Supports a wide range of file types including JPG, PNG, GIF, MP4 and more!
Capture Your Desktop and Favorite
Apps For FREE! Download at
https://getsharex.com/

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Launchy
Launch Any Application With Keyboard Shortcuts
 Launchy is a free cross-platform utility designed to help
you forget about your start menu, the icons on your
desktop, and even your file manager.
 Launchy indexes the programs in your start menu and can
launch your documents, project files, folders, and
bookmarks with just a few keystrokes!
 Add 3rd party plugins and skins for additional functionality.
Start Launching Your Apps with Ease!
Download for FREE at
https://www.launchy.net/

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WinDirStat
Windows Directory Statistics
 WinDirStat is a disk usage statistics viewer and
cleanup tool for various versions of Microsoft
Windows.
 Once started it reads every folder and file on your
computer. It will help you locate lost files, large
folders, etc.
 Very useful for more effectively managing your disk
space or freeing up hard disk space.
Free up space on your computer for FREE.
Download today at
https://windirstat.net/

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Amazon Web Services
 One of the largest and most robust IaaS cloud technology companies in the world.
 They have footprints worldwide in state of the art facilities.
 They have dozens of powerful tools to offer just about every technology service a company
could need.
 Not designed for beginners, but a powerful tool for experienced users.
 Their services are relatively inexpensive and priced on actual utilization. They have never
raised their prices for any of their services.
 Fantastic option for hosting a web page, bulk file storage, or moving an organization’s
servers to the Cloud.
 Similar services include Rack Space or Digital Ocean.
Move your organization to the Cloud today.
https://aws.amazon.com

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Cetrom
The Comprehensive Cloud Built For Your Business
 Cetrom provides cost-efficient, secure, and reliable Application Hosting and cloud
computing services for Accounting Firms, backed by the best customer support,
24x7x365.
 Staying up-and-running with zero downtime, especially during tax season, is key to
productivity.
 Centrom can custom build solutions for your firm or accounting department that
can include your existing applications.
 They can host applications from Intuit, Thomson Reuters, Lacerte Tax, Sage,
Microsoft, Adobe, CCH products and others.
 They offer business productivity applications as well as email hosting.
 They have experts to assist with data migration and configuration.
IT Solutions for Accountants The CPA
Cloud
https://www.cetrom.net

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Review Time!
What’s an AWESOME tool for creating and
managing screenshots on your computer?
WinDirStat
Amazon Web Services
Everything
Share X

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OneNote
The Digital Note-Taking App For All Your Devices.
 Create your way. Type, write or draw with the free form feel of pen to paper.
Search and clip from the web to picture ideas.
 Collaborate with anyone. Your team is conquering the idea of the century. Your
family is planning the menu for a big reunion. Stay on the same page and in sync
wherever you are.
 Access from anywhere. Take note. It's easy to pull up your content from anywhere,
even if you're offline. Start on your laptop then update notes on your phone.
OneNote works on any device or platform.
 Think with ink. Ready. Set. Draw. A stylus or fingertip is the only tool you need.
Take handwritten notes and convert them to typed text later.
Ideas take shape in OneNote. Download
today and start organizing your ideas
and projects. https://onenote.com

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OneNote Web Clipper
Clip Anything From the Web to OneNote
 Add the OneNote Web Clipper to your web browser so you can save,
annotate, and organize anything from the web.
 Capture the web. Quickly capture any webpage to OneNote, where
you can easily edit, annotate, or share it.
 Remove the clutter. Reduce the clutter and clip only the article,
recipe, or product information you really need.
 Access anywhere. Access your clipped webpages on any computer,
tablet, or phone - even when you're offline.
Download Web Clipper For Your Favorite
Browser. Learn More
https://www.onenote.com/clipper

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Scanner Pro, Teams, Adobe Acrobat
Turn your iPhone or iPad into a Portable Scanner.
 Easily scan any real-world document and turn it into a PDF or image file.
 OCR. Scanner Pro harnessed an advanced optical character recognition
(OCR) technology that allows you to extract text from scans. Select and
copy phrases or paragraphs and make the most of those words.
 Automation. Create a workflows to save time. For example, you could
scan a receipt to Dropbox and then instantly delete it from your device’s
storage.
 Microsoft Teams, Adobe Acrobat and Scanner Pro are all great solutions
to scan documents, photos and more with your smart phone.

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Mailchimp
Email marketing made easy, fast, and efficient.
 Easy compliance with common spam prevention laws.
 Allows you to easily send newsletters, announcements, and other marketing
communications with ease.
 Tons of fantastic easily configurable templates or you can easily create your own
from scratch.
 Load in your existing organizational database, design your message and they take
care of the rest.
 Their free forever plan allows you to have up to 2k subscribers and send up to 12k
emails per month.
 Similar services include Constant Contact, Amazon SES, and StreamSend.
Start sending effective email
marketing messages today.
https://mailchimp.com

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Microsoft Power BI
See your company's data in new ways
 PowerBI is a dashboard business intelligence reporting
tool. You can pull data from excel spreadsheets, cloud
services, streaming data, and on-premise databases
concurrently.
 Instantly know when your business needs your attention
with real-time Power BI dashboards.
 Useful for individual or organizational use. Tackle both big
and small reporting needs.
 Get started for free at https://powerbi.com
Learn more about how Power
BI can turbocharge your
organization
https://goo.gl/fb9RvD

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Power BI Dashboards
 Native integrations with dozens of services including marketing,
sales, human resources, accounting and more.
 You can easily integrate QuickBooks Online, Google Analytics,
an Excel workbook and more all inside a PowerBI dashboard!
 You can put your important data side-by-side so you can make
important decisions about your company.
 Easily create beautiful dashboards from your organization’s real-
time data.
Write once. Refresh many. Only
write your report one! It will
update automatically!

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Create Any Type of Dashboard
Dashboards can include any number of design and
calculation features.
 Bar, pie, radar, line, etc. charts.
 KPI indicators and leader boards.
 Mapping and geospatial analytics.
 Matrix and table-based reporting.
 And so much more!

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Power BI Content Packs
 You can connect to a number of services you use to run your business,
such as Salesforce, Microsoft Dynamics, and Google Analytics.
 These content packs allow for one-click seamless integration with the
data from services your business is already using.
 Power BI starts by using your credentials to connect to the service, and
then creates a Power BI app with a dashboard and a set of Power BI
reports that automatically show your data and provide visual insights
about your business.
 Allows you to collect, report and learn from your organization’s data in
one place.

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Integration Tools

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 If This, Then That (IFTTT). Fantastic
option for home, IoT, and personal
 Zapier. Great option when a lot of
integration touch points are required
based.
 Power Automate. Wonderful tool if your
project is mostly using Microsoft Tools
access to on-premise/local data.
Integration and Data Sharing Tools

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Web & App Based Integration Tools
Trigger and Action Workflow Tools
 Will have a “trigger” which will initiate a series of actions in
other systems
 Web and app-based integration tools allow for data
sharing and integration with minimal technical and coding
expertise.
 Virtually all configuration is done on the mobile handset or
on a webpage using your favorite browser.
 Great option for simple integration projects, just getting
started or exploring options.

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Comparison of Integration Tools
IFTTT Zapier
Microsoft
Power
Automate
Primary User
Case
Personal Business Business
Price Free
Free to
$599/Month
$15 to
$500/month
Number of
Integrations
Hundreds Thousands Hundreds
Ease of Use Easy Medium Medium

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Zapier
Features and Highlights of the Solution
 Start Workflows from Any App. Pick a
Trigger that sets your Zap into motion.
 Finish Routine Tasks Automatically. Zaps
complete Actions, while you solve more
problems.
 Simple, Fill-In-The-Blank Setup. Point,
click, automate. Go from idea to workflow
 Works with over 2000 web services.

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Zapier’s Pricing Structure
There are three main drivers for determine the monthly pricing
for Zapier.
 Zaps. These are separate workflows. A zap can a single
can a single integration between two services or it can
between many services. In a nutshell, a Zap is a defined
workflow.
 Tasks Per Month. How many times your workflows can
workflows can run in each month.
 Update Interval. How often a specific Zap will run an
will run an associated workflow.

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Zapier Pricing Model
 Free. 5 Zaps/Workflows which run
up to 100 tasks per month at 15-
 Professional Plan. $50 per month
for unlimited Zaps/Workflows which
2000 tasks per month at 2-minute
 Read more at

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Example Using QuickBooks and HubSpot CRM
Zapier can be used to automate several routine business functions around the
accounting system. For example:
 Trigger, a new customer is created in QBO. Action, Zapier creates the customer
record in HubSpot.
 Trigger, the customer address is updated in HubSpot by the sales team. Action,
Zapier updates the customer address in QBO.
 Trigger, a new invoice is created in QBO. Action, Zapier updates the customer
record in HubSpot to show the invoice and details on the customer record.
 Trigger, an invoice is paid in QBO. Action, Zapier updates the customer record
showing the invoice as being paid.

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Microsoft Power Automate (PA)
Turn Outdated Into Automated
 Boost Productivity. Build time-saving workflows into
everything from individual tasks to large-scale
integration using hundreds of prebuilt connectors.
 Quickly and securely automate—at scale. Enable
everyone to build secure workflows with a no-code
and cloud-based data loss prevention, identity, and
services.
 Put intelligent workflows to work. Automate time-
consuming manual tasks with built-in AI capabilities,
time to focus on strategic, high-value opportunities.

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Power Automate Connectors
 PA works with hundreds of different popular web
applications from Microsoft 365 to Mailchimp.
 Especially powerful for integrations from, to and
between Microsoft services.
 Allows connectivity to both cloud and on-premise
technologies.

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Power Automate Connectors
https://flow.microsoft.com

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Review Time!
Which of the following is considered a trigger and action
integration tool?
Microsoft Power Automate
Microsoft Excel
Microsoft Power BI
Microsoft Access

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Browser Extensions

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Browser Extensions and Apps
Make Your Browser Do More
 The browser is central to everybody’s desktop; it is the basis of how we
get online. Modern browsers support third-party functionalities that
“extend” the core of the browser.
 These tools and functions can help make our Internet experience easier,
feature-rich, and help protect privacy.
 Almost all browser extensions are free and can install automatically, but
Chrome and Edge typically have the best extensions and plugins.
 Chrome. https://www.google.com/chrome/
 Edge. https://www.microsoft.com/en-us/edge

https://cpe.cx/http
Last Pass
Secure, Automatic and Easy Password Management
 You can use LastPass across all your devices, including phones, tablets, and personal
computers, for free.
 Store usernames and passwords for all of your online accounts securely in your LastPass
encrypted vault.
 Autofill usernames and passwords seamlessly in Safari and other mobile browsers.
 With free syncing, anything you save on one device is instantly available on all other devices.
 Create secure passwords in one click with the built-in password generator.
 Multi-factor authentication secures your password vault to add a second layer of protection on
your account.
 Learn more at https://lastpass.com

https://cpe.cx/http
uBlock Origin
An Efficient Content Blocker For Your Favorite Browser
 The most comprehensive ad/content blocker for the web.
 An essential browser tool that blocks a wide range of unwanted or malicious
content on the web. Useful for blocking overwhelming advertising on websites,
dangerous code which could compromise your computer and more.
 Offers varying degrees of protection, from basic to restricted. Allowing the user to
choose the level appropriate for their use.
 Since many websites rely on advertising for their income, you can whitelist
websites and projects on an as-needed basis.
 The project is completely free and open source. It is not sponsored by any 3rd
party. Available on Chrome, Firefox and more.
Secure your computer today for free.
Check out https://bit.ly/3gmeKYy

https://cpe.cx/http
Grammarly
Your Writing, at Its Best
 Grammarly is a plugin for your favorite Internet browser. It corrects
writing mistakes and helps you become a better writer.
 Grammarly corrects over 250 types of grammatical mistakes, while also
catching contextual spelling errors and poor vocabulary usage.
 Grammarly helps you write mistake-free on Gmail, Facebook, Twitter,
Tumblr, LinkedIn, and nearly anywhere else you write on the web.
 They have a plugin for Microsoft Word and Outlook.
 They offer free and paid versions of their platform.
Reduce writing mistakes and write more
effectively with Grammarly.
https://www.gramarly.com

https://cpe.cx/http
Review Time!
Which browser extension would you use to create, manage
and securely store your passwords?
Last Pass
Grammarly
The Great Suspender
Ghostery

https://cpe.cx/http
Backup & Storage

https://cpe.cx/http
Consider Using File Syncing Service
 Increase your redundancy by backing up your files to
a secure off-site data center.
 Sync your files to your other computers and devices
without having to think about it.
 Easily share and collaborate with colleagues, friends
and family.
 Tons of vendor options to satisfy a wide range of use
cases.

https://cpe.cx/http
OneDrive
Get To Your Files From Anywhere, On Any Device.
 Any device, anytime. OneDrive is pre-installed on Windows 10, and it works great
on all your devices
 Access and share files and photos on PC, Mac, Android, and iOS
 Work together and share files and photos. Collaborate with Word, Excel,
PowerPoint, and OneNote from your desktop, mobile device, and the web.
 OneDrive for Business. Give your employees all the benefits of OneDrive for their
work files backed by tools to allow IT to protect important company data
 Security. OneDrive always encrypts user data while in transit, but OneDrive for
Business also encrypts user data at rest in their infrastructure for added protection
Learn more at
http://microsoft.com/onedrive

https://cpe.cx/http
Consider Using an Internet Backup Solution
Easily back up your entire computer to the Cloud
 You can easily and inexpensively backup your devices to a Cloud
based backup provider.
 The cost can be anywhere from free to a $150/year.
 These services will back up your data via your Internet connection to
their secure data center.
 The backup is automatic and doesn’t require much work to maintain.
 While Cloud backup should not be your entire backup plan, it is a
fantastic option to get started and will provide you options in the event
of a data disaster.

https://cpe.cx/http
CrashPlan
Unlimited backup for your computer for $10 USD per month
 CrashPlan provides Cloud based off-site backup for your workstations
and servers.
 Allows you to back up all your computers and data to a high
availability remote service.
 Great option to ensure the survivability of your data in the event of a
disaster or ransomware attack.
 Available on both Mac and PC computers.
 A similar service would be Carbonite.
 Starts at $9.99 per computer per month.
Learn more at
http://microsoft.com/onedrive

https://cpe.cx/http
Review Time!
Which of the following companies provide file syncing
services and cloud backup service?
None of the above
Carbonite and CrashPlan
All of the above
One Drive, Dropbox and Google Drive

https://cpe.cx/http
Hardware

https://cpe.cx/http
Stream Deck
Hands down the best tool to automate your day.
 A Stream Deck is an external programmable “hot key” USB keyboard.
 The Stream Deck allows you to easily program your most frequently
used shortcuts to keys on the device.
 The screen and keys can be completely customized to any user, any
use case and any application.
 For example, you could use keys to trigger actions in Excel or to launch
commonly use files. You can even program more complicated actions
would be automating time entries. The possibilities are endless!
 Price varies from $79 to $250 USD depending on size.

https://cpe.cx/http
USB-C Hub Dongle For Your Notebook
Easily connect your notebook to an external monitor and devices
 USB hubs allow you to connect your notebook to a full size monitor,
keyboard, power, and other devices through a single cable.
 USB hub dongles have come a long way in the last couple of years! If
you haven’t checked them out recently, it’s time.
 Fantastic option for users which use the same notebook computer at
their office desk and home desk. Connect one cable and you’re up
and running!
 Prices vary from $30 to $100 depending on your notebook.

https://cpe.cx/http
Starlink Internet Access
High-speed, low latency broadband internet… from space!
 Starlink is a new internet service provider which provides high speed
access from low earth orbit satellites.
 Speed ranges from 50/Mbps to 350/Mbps!
 Currently in beta and not widely available yet, but this will be game
changing for rural communities and mobile users.
 Equipment cost is approximately $500. Monthly service is $99 with no
data cap.
 For more information check out https://www.spacelink.com

https://cpe.cx/http
Review Time!
Which data automation tool(s) would be generally best suited for
business and organizational projects?
Power Automate
Zapier
Zapier or Power Automate
If This Then That (IFTTT)

https://cpe.cx/http
Earn Credits For Today’s Webinar
Simple, Affordable and High-Quality CPE Content
It’s super simple! Earn your credits in as few as 2
minutes! Your course purchase includes:
 Short 5 question quiz
 Completion certificate through our education
Enterprises.
 DRM-free copies of the learning materials
 Ability to ask the instructor questions
 Visit https://cpe.cx/http

https://cpe.cx/http
Course Code:
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https://cpe.cx/http
Stephen M. Yoss, Jr., CPA, MS
Connect with
me on
LinkedIn.
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Send us an email:
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