Vertical Tax Preparation

TAX PREPARATION CASE STUDY

ABOUT THE CLIENT

A boutique CPA firm, located in southwest Arizona, that specializes in working with businesses to navigate the challenges of changes in tax law, business regulations, competition, economic conditions, and political environment.  

Years with Effortless: >1
Users: 18
Locations: 1

PAIN POINTS AND MOTIVATIONS

  • The client’s IT needs were being led by the current Office Manager and required assistance of a highly involved help desk.
  • The company’s owner expressed their highest priority objective was to increase security, recovery, and efficiency.
  • The current work from home solution was unreliable and affecting productivity, while creating company liability and exposure concerns.

EFFORTLESS OFFICE SOLUTION

Managed Services

cloudy-outline-white150

Multi Factor

Authentication (MFA)

2FA-outline_white

Help Desk

people-outline_white

Disaster Recovery

sync-outline_white

Desktop

As-A-Service (DaaS)

desktop-outline_white

Private/Public

Cloud

cloudy-outline-white

Infrastructure

As-A-Service (IaaS)

server-outline_white

Security

shield-checkmark-outline_white

Managed Services

cloudy-outline-white150

Multi Factor

Authentication (MFA)

2FA-outline_white

Help Desk

people-outline_white

Disaster Recovery

sync-outline_white

Desktop

As-A-Service (DaaS)

desktop-outline_white

Private/Public

Cloud

cloudy-outline-white

Infrastructure

As-A-Service (IaaS)

server-outline_white

Security

shield-checkmark-outline_white

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HOW DID EFFORTLESS OFFICE HELP?

  • Effortless Office migrated the client from on-prem to a virtual secured managed workspace (DaaS/IaaS) by eliminating onsite hardware.
  • The client pivoted from internal self-support to having a trusted partnership and integrated help desk with Effortless Office.
  • The client has experienced exponential productivity gains regardless of whether users work in the office or the new work from home paradigm.
  • Effortless Office instilled trust with a collaborative cadence, developing a strategic IT roadmap, and sophisticated BDR practices & policies.