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

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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