Wed. Jul 24th, 2024

TLDR: Microsoft 365 Plans and Options for Firms

Key Points:

  • Discussion of different Microsoft 365 plans – enterprise, business, and personal
  • Highlights importance of choosing the right plan for productivity and compliance

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the productivity and cost-efficiency of using Microsoft 365 in public accounting firms. They break down the various plan families – enterprise, business, and personal – and emphasize the need to choose the right plan based on the size of the firm and compliance requirements. Business Premium is recommended for public accounting firms due to advanced security features and DLP options for IRS compliance. The hosts also touch on the differences in features between the lower-end plans and the enterprise plans, highlighting the advanced tools like Power Apps and Power Automate available in the enterprise plans. They caution against overlooking these tools, as they can significantly enhance productivity in the long run.

Overall, the podcast provides valuable insights on navigating Microsoft 365 plans and options, encouraging firms to carefully evaluate their needs and choose a plan that not only fits their current requirements but also allows for scalability and future growth.