Virtual Desktops for Accounting Firms

The fast-paced technological transformation experienced in the past two decades has had a massive impact on modern business. Today, almost every industry is data-driven, and the accounting sector is no exception. Client expectations have also risen tremendously, forcing companies to adapt to more efficient, reliable, and value-based service delivery.

In particular, Certified Public Accountants (CPAs) have no choice but to adopt relevant technologies to enhance their work if they’re to gain more returning clients by exceeding their expectations. One such exciting technology that accounting firms can capitalize on is virtual desktop infrastructure.

Curious to discover how this innovative technology can benefit and transform your business? Perfect! In this section:

  • What are virtual desktops for accounting firms?
  • How does desktop virtualization work?
  • How can virtual desktops benefit your practice?

So let’s get this show on the road, shall we?

What are Virtual Desktops for Accounting Firms?

Variously known as hosted or cloud desktops, virtual desktops are computer operating systems that do not run directly from the end-point device from which the end-users access them. In other words, these desktops leverage virtualization or virtual machines (VMs) embedded in servers on secure data centers to deliver the same local desktop experience with all the services and applications.

From the user’s viewpoint, a virtual desktop is just a tool that enables you to enjoy everything available in the traditional desktop – the workflow benefits, apps, interface, feel, etc. But this time, you can access the device from anywhere, on any device. How cool is that?

In essence, rather than storing all your work files and apps on a physical computer (pretty inconvenient and insecure), the virtual desktop stores them in the cloud. So, as an accounting firm handling several client files concurrently, CPA virtual desktops ensure they’re well-organized and easily accessible from anywhere.

But that’s not even the best part. You don’t need a unique application to use a virtual desktop; as long as you can access an internet browser, you’re all set. It hosts operating systems, data, apps, system configurations, plus any other thing available on the traditional desktop.

How does Desktop Virtualization Work?

Unlike the traditional setup, where everything runs locally and all apps and services are installed on a physical PC, desktop virtualization takes a different approach. With desktop virtualization, users don’t need to install any software manually. Instead, the operating system and apps run from a server inside a secure data center, and users can access them from any endpoint device.

With virtual desktops, users can only install a few software applications on their individual computers (if need be) and access everything else virtually. Essentially, the physical PC will have a single icon, which serves as a shortcut to log in to the virtual desktop. When an authorized team member logs into the virtual desktop, they can access the accounting firm’s software, documents, services, and data from anywhere, on any device.

How can Virtual Desktops Benefit Your Accounting Practice?

There’s no denying it; virtual desktops offer tons of features that benefit businesses of all kinds. However, there are specific features and capabilities that accounting firms would find most beneficial. Here’s how CPAs can benefit from adopting desktop virtualization:

Borderless Access

Unlike traditional computers, virtual desktops for accounting firms aren’t tied to the walls of the physical premises only. So whether you’re on the road, out of the country, or working remotely, you can still access the apps, files, or documents you need to complete a task.

All you need is a portable endpoint device (laptop, smartphone, tablet, etc.) and a reliable internet connection. This increases workforce mobility, which, in turn, enhances employee work-life balance. And the reward? Your accountants will become more productive, and you’ll attract and retain more top-class talents.


One of the most desirable benefits of virtual desktops is cost-effectiveness. By going virtual, you can massively reduce both operational and capital expenditures. How so? For starters, you won’t need to invest in expensive hardware with high specs because your cloud provider hosts these virtual desktops on their hardware. You only need the basic endpoint device and internet connectivity to access your desktop virtually.

And another thing, desktop virtualization supports the bring your own device (BYOD) policy. This reduces the capital expenditure associated with purchasing expensive hardware; employees can use their smartphones, laptops, or tablets for work. Finally, partnering with a reliable cloud provider minimizes downtime, ensuring continuous business productivity for revenue maximization.

Optimal Security

From an accounting perspective, network, data, and infrastructural security are top concerns that are not to be taken lightly. If a hacker were to access your systems illegally, they could leave a huge trail of financial burden, reputational damage, productivity disruption, etc. And you don’t want such a risk to occur in your firm, do you?

Thankfully, most cloud desktop providers have the necessary resources and expertise to secure your sensitive data, keeping it out of reach of threat actors. A top-rated cloud provider like Mathe leverages the most advanced data security tools and practices, including IP restrictions, authentication systems, backup systems, access controls, multiple firewalls, 24/7 monitoring, end-to-end encryption, and more.

Enhanced Efficiency and Performance 

For a CPA, achieving optimal operational efficiency is a priority at all times. Besides eliminating the need to use the same device to complete tasks and projects, desktop virtualization also makes accountants more productive while using little effort and time. How’s this possible?

  • You can work on your desktop from any physical location while still enjoying the same on-prem experience.
  • You can effortlessly complete accounting tasks such as processing books, reconciling bank statements, checking accounts, etc.
  • You can save time by accessing all your essential software from one desktop.
  • You can access all versions of accounting apps and services, whether they’re cloud-based, browser-based, desktop-based, and even the older ones.

Ready to Virtualize Your Accounting Business?

Virtual desktops for accounting firms is the best solution for effortless remote access, cost-effectiveness, optimal data security, and enhanced performance. Hence, if you’re an accounting business looking to increase your returns on investment, enhance employee experience, and incur less capital/operational expenses, virtual desktops have got you covered.

Mathe provides cloud desktop and cloud infrastructure services to accounting firms throughout the States. Schedule a FREE cloud computing consultation with Mathe for your accounting firm today!

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