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Success Story
How a Financial Services Firm Ditched Toxic IT Contracts
Financial services & tax • 2-3 preparers • Palm Beach County, FL
Financial services & tax • 2-3 preparers • Palm Beach County, FL
Glen Omanson
United Team Financial Services
"I was spending three, four times a week, 45 minutes to an hour, just to get logged into their server."
— Glen Omanson
Glen Omanson left a large firm where logging into the server took 45 minutes to an hour, three to four times per week. He couldn't access files within the remote system, and management had no solutions. Starting his own practice, he set up a basic Dell PC as an in-office server with USB drive transfers for remote work. He hired an expensive local IT company that controlled everything as administrators, meaning he couldn't even access his own computer without calling them. His small firm's needs changed constantly year-over-year (different staff, return volumes, work arrangements), but vendors kept locking him into annual contracts for services he didn't need year-round.
"I liked how I could sign up for three users and then literally next month, I could sign up a fourth user."
— Glen Omanson
Verito's flexible month-to-month pricing solved Glen's variable staffing needs perfectly. He can add users for tax season and drop them afterward without annual commitments. This is critical for a firm that changes significantly each year. After three years, he works primarily from home, calls are answered immediately, and support resolved even complex issues like Google Drive mapping between Drake and cloud storage. He briefly tried a cheaper competitor (Apps4Rent) but returned within a month because Verito's reliability and support were irreplaceable. He's already referred an Arizona accountant and recommends Verito whenever possible.
"I call in, I always get someone right away. I've always had my issues resolved."
— Glen Omanson, United Team Financial Services
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