Small tax firm • 2-3 employees • Florida
Anna Stevens
Small Tax Practice
"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 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.
"When I have any issues, I'm getting a response right away... within five minutes."
— Anna Stevens, Small Tax Practice
Zero
server maintenance required
Zero
hardware to manage
Zero drama
seamless migration
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