Secure cloud platforms, encrypted communications, workflow automation, and IT infrastructure purpose-built for CPA and accounting firms across the Carolinas.
Microsoft 365 or Google Workspace configured for financial data security — encrypted storage, MFA enforcement, conditional access policies, and automated backup so tax season can't crash your systems.
Email encryption, secure file sharing portals, and client document upload systems that protect sensitive financial data in transit and at rest. No more SSNs in plain-text email.
Client intake forms that auto-create folders, engagement letters that generate from templates, deadline tracking with automated reminders, and document routing that eliminates manual filing.
For firms that operate both law and CPA practices — unified platform with separate client channels, shared mailbox access, cross-practice calendar visibility, and proper permission boundaries.
A CPA practice operating alongside a law firm, running on legacy email with dead MX records, 55,000 historical emails at risk, and no integration between the two practices. We migrated everything to a unified M365 platform with zero downtime and zero data loss.
Read the Full Case StudyVery carefully. We use encrypted transfer protocols, maintain chain of custody documentation, and verify data integrity at every step. We've migrated 55,000+ emails containing financial records with zero data loss. Your client data is treated with the same care you give it — because it's our professional obligation too.
Yes. We build secure document upload portals where clients can submit tax documents, financial statements, and other sensitive files through an encrypted connection — instead of emailing them as attachments. The portal integrates with your file management system so documents file themselves automatically.
This is exactly what we built for PHY Law and PHY CPA. Shared mailboxes with proper Send As permissions, unified platform with separate client channels, cross-practice calendar visibility, and permission boundaries that keep client matters appropriately separated. One login, two practices, clear boundaries.
Almost certainly. The typical cause is undersized infrastructure — local drives filling up, insufficient RAM, poor network configuration, or cloud storage limits being hit. We assess what's bottlenecking you, right-size the infrastructure, and set up scaling capacity for peak season so March and April aren't a technology nightmare.
Depends on firm size and what you need. A 3-person practice getting set up on a secure cloud platform is different from a 20-person firm needing full workflow automation and a client portal. Typical engagements range from $5,000-$25,000. We provide a clear, fixed-price proposal after the strategy session.
Because it does. Let's make sure your technology is as trustworthy as your advice.
Schedule a Strategy SessionOr call us directly: (336) 310-9777