Professional Services
Accounting Firm Enables Fully Remote Workforce
How we executed an accelerated cloud migration to enable remote work just in time for tax season.
The Challenge
A 50-person accounting firm needed to support remote work but their on-premise servers couldn't handle the VPN loads. File sharing was unreliable, and they had no secure way to collaborate on sensitive client documents.
With tax season just 6 weeks away, they couldn't afford any delays or disruptions to their busiest period of the year.
Our Solution
We executed an accelerated cloud migration with zero tolerance for disruption:
- Full migration to Microsoft 365 with SharePoint for document management
- Secure remote access with conditional access policies and MFA
- Microsoft Teams setup for secure client collaboration
- Staff training completed during the transition with minimal disruption
The Results
100% remote capability achieved in 6 weeks
Completed busiest tax season ever with zero IT issues
Client satisfaction scores increased 15%
Reduced IT infrastructure costs by 35%
Technologies Used
Microsoft 365SharePoint OnlineAzure AD Conditional AccessTeamsCloud BackupZero Trust Security