Building your firm's backup strategy

摘要

It is important for anybody who is involved in managing client data to know that major providers of cloud-based software only back up data at a platform level. In the event an accounting software provider's servers experience a severe crash, for instance, they can recover the platform (along with client data) but they are otherwise not liable for any errors you, or your clients, make inside the software. This is a practice leveraged by many SaaS companies known as the Shared Responsibility Model. Software companies are only responsible for backing up the software that runs their platform, along with all user data in a single, huge backup file. Identifying transactions or receipts in this massive collection of data is like finding a needle in a large field of haystacks. There's no way to use this all-or-nothing backup repository to restore individual accounts. This is why users are the ones responsible for maintaining and backing up data at the account level. Every firm must have a backup strategy, and building one begins with identifying the potential threats to your clients' files.