Jeffrey S. Roberts • 40+ Year Tax Veteran

The Challenge

At 72, Jeffrey Roberts had been preparing taxes for over 40 years, managing everything himself as a one-man IT department. His backup system—a Passport hard drive and occasional thumb drives in his truck—nearly failed catastrophically when QuickBooks support told him to reinstall Windows. All his tax files disappeared, including depreciation schedules going back 20-30 years. He found an old backup eventually, but the terror of those weeks stuck with him. Meanwhile, IRS security requirements kept increasing, and he knew accountants were prime targets for attacks with their lists of social security numbers, birth dates, and financial data.

The Solution

Verito eliminated backup nightmares and met IRS security requirements without Jeffrey managing anything. The migration was seamless—the technician remotely grabbed all his files and moved them over while Jeffrey watched. Now his ProSeries data is automatically backed up to geographically diverse data centers, PDFs are instantly accessible going back years, and support resolves any issues within minutes. The Indian support team exceeded his initial hesitations with warmth, knowledge, and fast problem-solving. At 72, he finally has peace of mind about data security without becoming an IT expert.