Piedmont Tax & Accounting is a six-person firm in Concord. For years they'd been running everything off an in-office server — shared drives, local backups, the works. It was holding together, but just barely. The server was aging, nobody had MFA on their accounts, and client tax documents were being emailed back and forth without any real security controls. The owner knew it wasn't right but hadn't found the time to deal with it. Then the server started throwing errors during tax season, and that conversation couldn't wait anymore.
We started with a full assessment of what they had, then built a migration plan that wouldn't blow up their tax season. The goal was simple: get them off the server, onto M365, and locked down — without a two-week transition that paralyzed the firm.
Migrated shared drives to SharePoint, set up OneDrive for individual staff, and configured email security policies including anti-phishing rules and DKIM/DMARC signing.
Enabled Conditional Access policies so every login — staff, admin, and the owner's personal device — requires a second factor. No exceptions.
Enrolled firm devices in Intune so the owner can see what's connected to their environment and wipe a device if someone leaves or a laptop goes missing.
Set up automated backups with documented recovery steps. We ran a test restore before calling it done — something that hadn't been done with the old setup in years.
Staff can work from home or the office without VPN issues. SharePoint replaced the shared drive with something that actually works remotely.
Tax documents live in controlled SharePoint folders now — not in individual inboxes. Access is tracked and MFA protects every account.
Automated backups run nightly. We verified the restore process actually works — which is something the old setup never had.
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