IT Solutions for Accountants

JRB Accountancy first came to us as a newly launched accounting firm, being led by an experienced team who wanted to provide tailored accounting solutions to meet their clients’ needs.

With a background in using Sage and IRIS software packages, we knew from working with a range of other firms that a database server would be needed, either onsite with remote desktop capabilities or cloud-based so that the system could be accessed easily from client premises.

And with growth on the agenda, the systems we implemented also had to be cost-effective and scalable as the business increased in size and onboarded new team members.

After an initial free of charge consultation, we highlighted a number of options for JRB Accountancy to choose from, discussing the pros and cons of each to help them make an informed decision.

It was agreed based on their needs that we would create a bespoke Microsoft cloud system.

We started by setting up a state of the art Microsoft Azure virtual server to host both the Sage and IRIS databases. We choose Microsoft Azure due to the speed and stability that they provide, something we know is crucial to the way accounting firms work. These were both configured by our expert team to allow the JRB team to access their data with ease, wherever they are.

We then configured Office 365, providing them with the full Office suite of software, secure cloud-based file storage and a hosted email Exchange server with shared mailboxes and transport rules.

Additional hardware was also supplied and configured for their offices.

Having successfully set everything up, the business has continued to grow and focus on their clients’ needs whilst we keep their IT flowing and business in motion.

An ongoing maintenance and support contract allows us to ensure all of the systems and servers are running at optimal performance. In order to make sure JRB’s data is recoverable and to make sure the team relax knowing their IT is secure, we monitor backups of their servers and Office 365 systems.

Are you an accounting firm looking to partner with a new IT solutions provider? We understand the challenges you face with managing important client data. We also have strong relationships with IRIS, Sage, and other leading software providers, meaning no nasty surprises or unanswered questions. Book your 30-minute discovery session today to find out how we can take the stress out of IT for you.

 

What has really impressed me is the efficiency at resolving any issues that arise

For this reason (and many more) I would not hesitate to recommend Halchax Ltd.

James Boler, JRB Accountancy Ltd.

 

Book your 30-minute discovery session today to find out how we can take the stress out of IT for you.