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Success Story

How a 40-Year CPA Eliminated Server Disasters and Hardware Failures

Small tax firm • 2-3 employees • Florida

Anna Stevens

Anna Stevens

Small Tax Practice

The Challenge

"I can remember several times where we had a hard drive that failed and had to have data restored."

Anna Stevens

After 40 years preparing taxes, Anna Stevens had seen technology evolve from paper and pencil to desktop computers. Her firm relied on an in-house server with local IT support, but repeated hard drive failures requiring data restoration created chaos. Multiple server disasters over 10-12 years, combined with growing cybersecurity concerns and the need to protect client data, made it clear that managing her own infrastructure was no longer sustainable for a small practice.

The Solution

"The transition went very smoothly... actually, I don't even remember much about it."

Anna Stevens

Verito eliminated server hardware headaches entirely with cloud-based infrastructure that requires zero maintenance from Anna's team. The migration was seamless and forgettable. Exactly what you want from a major technology change. Now her small firm operates with reliable uptime, fast support response for any issues (like QuickBooks updates or printer connections), and professional security that meets IRS requirements. Anna doesn't need to manage hardware, backups, or IT troubleshooting herself.

In Their Words

"When I have any issues, I'm getting a response right away... within five minutes."

Anna Stevens, Small Tax Practice

Key Results

Zero

server maintenance required

Zero

hardware to manage

Zero drama

seamless migration

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