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CPA Firm

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Overview:

Small to midsized CPA firms face unique challenges with sensitive financial data, strict compliance requirements, and a need for uninterrupted operations during tax seasons and daily client work. Our client, a CPA firm in New York City sought a technology partner to streamline operations, improve security, and modernize their IT infrastructure.

Client's Challenges

Reliance on legacy systems including an outdated phone system and on-premises servers, which limited flexibility and productivity
Risk of data loss and downtime without a robust backup and disaster recovery plan
Need for secure, cloud-based solutions to support remote work and compliance

Solutions:

Business Technology Support: We provide ongoing managed IT support including around-the-clock monitoring, regular updates, threat detection and response, and strategic IT planning.

Benefits:

Fast issue resolution with minimized disruption
Predictable IT budgeting
Continuous technology roadmap aligned with business goals

Backup & Disaster Recovery: We implemented fully managed, automated backups with tested, on-demand recovery to safeguard critical financial data and maintain business continuity.

Benefits:

Minimized downtime in case of hardware failures or accidental deletion
Quickly restores systems and client data to keep critical operations running without interruptions
Continuous validation to ensure backups are reliable and effective

Azure Cloud & Azure Virtual Desktop Migration: We migrated the firm’s key systems to the Azure cloud and deployed Azure Virtual Desktop, enabling secure and scalable access from any location.

Benefits:

Remote work enabled without compromising security
Reduced reliance on on-premises hardware
Scalable infrastructure that grows with the business

Microsoft Teams-Based Phone System: The firm’s legacy phone system was replaced with a cloud-based Teams phone system, improving communication, reliability, and collaboration across the organization.

Benefits:

Reliable call connection for smooth communication with clients and team members
Simplified management with no on-site hardware maintenance
Enhanced collaboration through integrated chat, voicemail, and conferencing

Results & Business Impact:

Enhanced Security & Compliance: Data is protected with cloud backup, disaster recovery, and secure Azure infrastructure.
Improved Productivity: Staff can access applications and files remotely with Azure Virtual Desktop, increasing flexibility.
Modernized Communication: The Microsoft Teams phone system streamlined internal and client communication, eliminating hardware maintenance and improving call quality.
Shifted focus on clients: IT management is handled proactively, allowing the firm to dedicate more time and resources to serving clients.

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