Gift CPAs, a trusted accounting firm with a rich 40-year history of serving small businesses in Pennsylvania, encountered significant IT challenges as their operations scaled. What began as a single office grew into five bustling locations, with a team that swelled to 50–60 employees during peak seasons like tax time. As their client base expanded and they acquired new firms, the limitations of their previous IT provider became glaringly obvious. The provider’s reactive approach left Gift CPAs grappling with slow systems, inefficiencies, and vulnerability to unexpected downtime, all of which were especially problematic during the pressure-filled tax season. The growing demands of multiple locations, compounded by frequent mergers and acquisitions, created an urgent need for a more robust, scalable IT infrastructure. Gift CPAs needed a proactive partner—one that could not only manage their current needs but also anticipate future challenges, streamline their operations, bolster cybersecurity, and ensure business continuity throughout the year, especially during critical times when they couldn’t afford to be offline.
IntermixIT stepped in and delivered a customized solution to address Gift CPAs’ specific challenges. Here’s how they made an impact:
Cost-saving infrastructure improvements: IntermixIT optimized their Remote Desktop Services (RDS) by eliminating unnecessary Citrix layers, improving performance while saving money.
Faster, more reliable systems: By reconfiguring virtual machines, IntermixIT ensured Gift CPAs’ technology could handle the heavy workload during tax season without any slowdowns.
Proactive software assessments: IntermixIT provided expert assessments and secure integrations for new software, ensuring seamless transitions and improved functionality across all locations.
Enhanced cybersecurity: IntermixIT implemented two-factor authentication, password management, and ongoing cybersecurity training to protect sensitive client data and meet regulatory standards.
Gift CPAs, a trusted accounting firm with a rich 40-year history of serving small businesses in Pennsylvania, encountered significant IT challenges as their operations scaled. What began as a single office grew into five bustling locations, with a team that swelled to 50–60 employees during peak seasons like tax time. As their client base expanded and they acquired new firms, the limitations of their previous IT provider became glaringly obvious. The provider’s reactive approach left Gift CPAs grappling with slow systems, inefficiencies, and vulnerability to unexpected downtime, all of which were especially problematic during the pressure-filled tax season. The growing demands of multiple locations, compounded by frequent mergers and acquisitions, created an urgent need for a more robust, scalable IT infrastructure. Gift CPAs needed a proactive partner—one that could not only manage their current needs but also anticipate future challenges, streamline their operations, bolster cybersecurity, and ensure business continuity throughout the year, especially during critical times when they couldn’t afford to be offline.
IntermixIT stepped in and delivered a customized solution to address Gift CPAs’ specific challenges. Here’s how they made an impact:
Cost-saving infrastructure improvements: IntermixIT optimized their Remote Desktop Services (RDS) by eliminating unnecessary Citrix layers, improving performance while saving money.
Faster, more reliable systems: By reconfiguring virtual machines, IntermixIT ensured Gift CPAs’ technology could handle the heavy workload during tax season without any slowdowns.
Proactive software assessments: IntermixIT provided expert assessments and secure integrations for new software, ensuring seamless transitions and improved functionality across all locations.
Enhanced cybersecurity: IntermixIT implemented two-factor authentication, password management, and ongoing cybersecurity training to protect sensitive client data and meet regulatory standards.
Gift CPAs’ continued success hinges on their ability to scale operations efficiently while maintaining top-tier security and minimizing disruptions. With multiple locations and frequent acquisitions, the firm faces the ongoing challenge of integrating new systems and managing a growing workforce. IntermixIT has been a crucial partner in navigating these complexities, offering expert guidance and solutions to ensure that each acquisition is seamlessly integrated into their existing infrastructure. From aligning systems to managing the technical challenges of expansion, IntermixIT has played an essential role in keeping Gift CPAs’ technology systems running smoothly, allowing the firm to focus on what they do best—serving their clients with accuracy and reliability.
We extend our sincere thanks to Gift CPAs for allowing us to showcase our successful partnership and highlight the transformative impact of our IT services on their business. It’s been an honor to support Gift CPAs through their growth, ensuring their IT infrastructure is scalable, secure, and ready for the demands of tax season and beyond. We are proud to be part of their continued success.
For more information about Gift CPAs, visit their website at GiftCPAs.com.
Gift CPAs’ continued success hinges on their ability to scale operations efficiently while maintaining top-tier security and minimizing disruptions. With multiple locations and frequent acquisitions, the firm faces the ongoing challenge of integrating new systems and managing a growing workforce. IntermixIT has been a crucial partner in navigating these complexities, offering expert guidance and solutions to ensure that each acquisition is seamlessly integrated into their existing infrastructure. From aligning systems to managing the technical challenges of expansion, IntermixIT has played an essential role in keeping Gift CPAs’ technology systems running smoothly, allowing the firm to focus on what they do best—serving their clients with accuracy and reliability.
We extend our sincere thanks to Gift CPAs for allowing us to showcase our successful partnership and highlight the transformative impact of our IT services on their business. It’s been an honor to support Gift CPAs through their growth, ensuring their IT infrastructure is scalable, secure, and ready for the demands of tax season and beyond. We are proud to be part of their continued success.
For more information about Gift CPAs, visit their website at GiftCPAs.com.
