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A 50-person CPA firm struggled with system slowdowns during tax season, inefficient document workflows, and concerns about client data security.
Upgraded infrastructure for peak performance, implemented secure document portal, deployed cloud-based practice management tools, and established proactive monitoring.
Bottleneck identification, capacity planning, workflow analysis, security audit.
Server upgrades, network optimization, cloud migration for critical applications.
Secure client portal deployment, document automation, e-signature integration.
Proactive monitoring setup, tax season support procedures, staff training.
“For the first time in years, we got through tax season without a single IT emergency. That alone was worth the investment. Our team can actually focus on serving clients.”
A 12-location specialty medical practice was struggling with inconsistent IT support, compliance gaps, and security vulnerabilities that put patient data at risk.
Financial ServicesA growing RIA with $2B AUM needed to upgrade their cybersecurity to meet SEC requirements and protect sensitive client financial data from increasingly sophisticated threats.
Let's discuss how we can help transform your IT operations.