Jumping to Windows 10

Words "time for an update" on clock faceAnd new processors, drives, and RAM you need.

By Roman H. Kepczyk
Quantum of Paperless

Okay, we all know that the Microsoft Windows operating system is preferred to run computers by the primary vendors to the accounting profession.

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While firms don’t place too much emphasis on the workstation operating system, one significant issue that firms can’t overlook is increasing computer memory to ensure computers function optimally with today’s multimonitor requirements and the multitude of concurrent applications your staff will be running, which can impact your Windows version decision.

With Microsoft discontinuing support of Windows XP in April 2014, Windows 7 became the most prevalent operating system utilized within CPA firms, particularly as the initial release of Windows 8 received very poor reviews from CPAs (causing IT personnel to buy new computers and “downgrade” them to Windows 7). In 2015, Microsoft released Windows 10 (the Windows 9 name was skipped) with the intention of having the same operating system running on each accountant’s workstations, tablets, and smartphones. This is expected to reduce firm training and support requirements and make applications available across all devices. According to the CPAFMA 2018 IT Survey, while a slight majority of firms were standardized on Windows 7, the total number of workstations that ran Windows 10 across all respondents was slightly higher, pointing to larger firms adopting Windows 10 faster and making it the standard.

We recommend today that all new workstations be purchased with

  • Windows 10,
  • i5/i7 processors,
  • solid state disk drives and
  • a minimum of 8Gb RAM for audit and administrative personnel, and 16Gb RAM for tax personnel.

It is anticipated that all software vendors will eventually transition to annual subscription pricing for all applications, including Microsoft Windows, Office, Adobe, etc. It was announced that the next version of Microsoft Office 2019 will only work on Windows 10 so it is important for firms to align their workstation upgrades before that transition.


  1. Standardize purchases of new computers on Windows 10 for firm stability.
  2. Verify all workstations have adequate RAM to handle multiple monitors and applications for the projected life of the workstation.

2 Responses to “Jumping to Windows 10”

  1. Jerry Grubb

    Ya, I still have 3 old machines on Win 95 (with a tape drive), Win2000, and XP respectively and have had to go back and get into some old returns when an IRS audit asked for the basis history of a house that had been personal residence, rental, personal residence, rental etc…

    Lacerte just informed us that Win 7 will not be supported for 2019 TY software. All current machines in the office Win 7. I know what I’m doing with a chunk of my off-season!

  2. Rebecca Neilson

    I have hated moving to windows 10. Not a fan, if I can have it emulate windows 7 for the view and action I will be much happier. It is always a learning curve when you change operating systems. Not something I am looking forward to. Will keep my old computer around for the old tax software that I have for back years that still can only be paper filed.


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