Tax & Accounting Firm

Industry: Tax & Accounting
Environment: Managed server + secure remote access
Region: San Francisco Bay Area

A growing Bay Area tax and accounting firm had run its server and software through one of its own partners — an accountant, not an IT professional. As the practice grew, that do-it-yourself approach stopped scaling, and a breach at a cloud platform they tried made the risk impossible to ignore.

Before Bay Computing

Do-It-Yourself IT That Couldn't Scale

For years, the firm's server and software were managed by a partner rather than an IT professional. Growth demanded real management, security, and room to add users without pulling senior staff off client work.

A Cloud Platform That Failed Them

A cloud platform marketed to accounting firms didn't fit how they worked, and when the provider was breached the firm was locked out of its own systems for two weeks.

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Tax & Accounting IT Challenges

Telecare Challenges 1

Outgrowing a Do-It-Yourself Setup

The firm's server and software were maintained by a partner rather than an IT professional — workable at first, but it stopped scaling as the practice grew and needed real security and management.

Telecare Challenges 2

Security and Continuity Gaps

A breach at their cloud provider locked the firm out for two weeks, exposing how much risk sat in an unmanaged environment holding sensitive financial data.

Telecare Challenges 3

Time Lost to IT, Not Clients

Senior staff were pulled into keeping systems running instead of focusing on tax and accounting work for their clients.

Solutions & Results Delivered by Bay Computing

Telecare Solutions 1

A Purpose-Built, Managed Server

Bay Computing engineered a brand-new server environment with secure remote access, sized to add users as the firm grows — replacing the partner-managed setup entirely.

Telecare Solutions 2

Security and Support That Respond

A hardened, actively managed system closed the gaps that led to the prior lockout, backed by fast, local support with no long hold times and a clear escalation path.

Telecare Solutions 3

Partners Back on Client Work

With IT fully managed, the partners returned to what they do best. In their words, outsourcing IT proved more cost-effective and far less risky than doing it themselves.