Anna Stevens • Small Tax Practice

The Challenge

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

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—without Anna needing to manage hardware, backups, or IT troubleshooting herself.