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Accounting Firm Transforms IT Support and System Performance

This premier accounting firm provides a range of services from tax consulting to auditing for professionals and small businesses in the Silicon Valley. With a team of highly qualified accountants and a culture of excellence, the firm prides itself on delivering exceptional service and value to its clients. Their philosophy is rooted in the idea that strong partnerships and collaboration with clients build a foundation for success. When it came to finding a managed service provider (MSP), leaders at the firm understood the value of finding the right partner. 

The Challenge: Outdated systems and lackluster IT support 

The firm faced significant challenges with its outdated systems and lackluster IT support. Their infrastructure was slow, issue prone and created data silos.  Their technology was managed by an internal team that operated with a ‘break-fix’ mentality, waiting for issues to arise before addressing them. Moreover, the firm was dissatisfied with their application hosting company because they failed to provide adequate communication and service. The firm realized they needed to overhaul their systems and find a proactive, responsive IT partner that specialized in current technology. 

The Solution: An integrated, cloud-based environment paired with proactive support 

The firm chose Xantrion, a leading managed services provider, to help them with their much-needed infrastructure upgrades and ongoing IT support. Xantrion evaluated the firm’s systems and re-designed them, including recommending Azure Virtual Desktop, which offered the same capabilities as their old Citrix solution, but leveraged Microsoft’s more secure, high-performance environment.  

Xantrion also migrated the firm to their new cloud-based environment within a very short timeframe, despite the lack of support from the firm’s previous application host. The accelerated migration timeline ensured operations weren’t impacted during tax season.   

Finally, the new cloud-based environment allowed the firm to eliminate the data silos that previously plagued its team. The improved systems integration amped up firm efficiency. 

The Outcome: Dramatic improvement in infrastructure performance and IT support 

The firm experienced a dramatic improvement in their infrastructure performance and IT support. Their applications ran faster, their data was more accessible and secure, and their IT issues were resolved quickly by Xantrion’s team of experts. As a result, the firm was free to focus on delivering exceptional service and value to their clients.