Accounting firm located in North Texas
Overview
The client is a public accounting firm offering a full range of services, including business accounting, tax support, and QuickBooks expertise. With three offices across North Texas, the firm successfully serves the needs of this rapidly growing region.
Client’s Challenge
This client’s primary challenge was finding a technology partner capable of delivering enterprise-grade solutions while staying within a small business budget. They also needed a way to ‘link’ multiple offices so each could operate independently but maintain consistency with the others to deliver the same level of quality service across all locations.
Their desire to move to the cloud presented additional challenges. Because the more rural offices had unreliable internet connectivity, many of the firm’s core applications needed to be hosted locally for staff to work effectively.
Complicating matters even further, the need to use older versions of key tax-related applications to support long-term clients and maintain historical financial records meant that these versions must remain readily accessible.
Axxys Solutions Selected
Axxys worked closely with the firm’s leadership team to design a comparable technology footprint that would deliver uniform capabilities across all office locations while also supporting long-term organizational growth.
- Standardized Server Deployment. Implemented a small, dedicated server at each office, providing local hosting for applications and data to ensure reliable performance for staff in every location.
- Built-in Backup and Remote Access. Equipped each server with its own backup system and secure remote access capabilities, strengthening resilience and enabling flexible work options.
- Comprehensive Managed Services. Delivered ongoing support that included software updates and upgrades, security and compliance services, and proactive monitoring to maintain a stable and secure environment.
- Strategic Business Reviews. Held regular strategy meetings with leadership to align technology planning with the firm’s growth and evolving operational needs.
Technologies Implemented
Axxys deployed a range of technologies to create a reliable, secure, and scalable environment across all offices.
- Virtual Servers at Each Location. Provided local hosting for applications and data to ensure consistent performance and availability.
- Cloud-Based Backups with Daily Monitoring. Ensured critical data was protected and recoverable through continuously monitored automated backup systems.
- Annual End User System Upgrades. Kept workstations current and optimized to improve productivity and reduce support issues.
- VPN Connectivity to Each Location. Enabled secure, encrypted connectivity to provide seamless access.
- Vulnerability Management. Identified and addressed system weaknesses through ongoing scanning and remediation.
- Multifactor Authentication (MFA). Strengthened account security by requiring multiple verification methods for all resources.
- Endpoint Privilege Management. Controlled user permissions to reduce risk and prevent unauthorized system changes.
- Disaster Recovery for Each Location. Established location-specific recovery plans to maintain business continuity in the event of an outage.
- Antimalware Protection with Managed Detection and Response (MDR). Delivered advanced threat protection with continuous monitoring and rapid response to suspicious activity.
Results
Axxys delivered measurable improvements across the client’s operations, ensuring reliability during peak periods and streamlining day-to-day workflows.
- Consistent Technology Setup Across All Locations. Established a unified but localized setup that ensured both consistency and high availability. This is especially critical during tax season when on-demand access is essential.
- Faster Software Updates Through Endpoint Privilege Management. Enabled users to update their own tax and accounting software, once approved by Axxys, without needing admin rights. This significantly reduced delays caused by frequent tax software updates.
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