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Success Story
How a 40-Year Veteran Finally Got Peace of Mind
Solo practitioner • 40+ years experience • Small business focus
Solo practitioner • 40+ years experience • Small business focus
Jeffrey S. Roberts
40+ Year Tax Veteran
"QuickBooks was screwing up... when I was done, all of my tax files were gone."
— Jeffrey S. Roberts
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 guy just grabbed this baby completely and took it all over... it was just really, really seamless."
— Jeffrey S. Roberts
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.
"They love to come after the accountants, because we've got the lists, man."
— Jeffrey S. Roberts, 40+ Year Tax Veteran
Geographic redundancy
across data centers
Zero
backup management required
IRS security
requirements met
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