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Success Story
How a Tax Firm Offloaded IT and Improved Client Support
Tax & accounting firm • Olathe, KS • Multi-program users
Tax & accounting firm • Olathe, KS • Multi-program users
Tammy Wendland
Palm Tree Consulting, LLC
"A local IT consultant lacked knowledge of my tax software."
— Tammy Wendland
Tammy runs Palm Tree Consulting in Olathe, Kansas, where her team uses multiple tax applications that require specific configurations. She hired a local IT consultant, but every time something broke with her tax software, she ended up troubleshooting it herself. The consultant knew networking and hardware, but not the nuances of tax application setup. Meanwhile, managing backups and multi-user access consumed time Tammy needed for client work.
"Verito migrated my environment over a weekend and now handles everything."
— Tammy Wendland
The migration happened over a weekend with zero disruption to client work. What changed day-to-day is that Tammy stopped being the IT backup. Adding new employees now takes a quick request rather than hours of setup. The support team knows tax software, so when something goes wrong, they fix it correctly the first time. Backups run automatically without Tammy thinking about them. She got her time back.
"Support is available 24/7 with expertise in tax applications."
— Tammy Wendland, Palm Tree Consulting, LLC
Weekend
migration with zero disruption
Easy
employee onboarding process
Automated backups
handled by Verito
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