Case Study
Professional Services

Accounting Firm Enables Secure Remote Work for Tax Season

A Mississauga CPA firm needed to enable secure remote work for tax season while maintaining client data protection and CPA compliance requirements.

Client Type

CPA firm

Size

28 staff (18 accountants, 10 support)

Location

Mississauga, GTA

Timeline

4 weeks (urgent timeline for tax season)

The Challenge

The firm needed to go remote quickly while maintaining security:

Urgent Timeline:

• Tax season approaching with no remote capability

• Staff needed to work from home within 4 weeks

• Client data security couldn't be compromised

• CPA professional requirements for data protection

Technical Barriers:

• Desktop-based tax software not designed for remote

• Large client files stored on local file server

• No VPN or remote access infrastructure

• Consumer-grade laptops at employees' homes

The Solution

King of IT implemented a secure remote work solution in 4 weeks:

Week 1: Assessment & Planning

Documented all applications and data flows

Identified remote-capable vs. office-only workloads

Designed secure remote access architecture

Procured business laptops with rush delivery

Week 2: Infrastructure

Deployed Azure Virtual Desktop for tax applications

Set up secure VPN for file server access

Implemented conditional access policies

Configured MFA for all remote access

Week 3: Devices & Security

Deployed and configured 28 laptops

Installed endpoint protection on all devices

Set up encrypted local storage

Implemented mobile device management

Week 4: Training & Go-Live

Trained all staff on remote procedures

Created documentation and quick reference guides

Provided dedicated support during first remote week

Fine-tuned performance and resolved issues

The Results

4 weeks

From project start to full remote capability

100%

Staff working remotely during tax season

0

Security incidents during remote period

110%

Of normal tax season productivity maintained

"We thought we'd have to bring everyone into the office and risk their health. King of IT made remote work happen in time for tax season. Our clients never knew anything changed—except we were more responsive."

Managing Partner

Mississauga CPA Firm

Technologies Used

Azure Virtual Desktop
Microsoft 365
Conditional Access
Intune MDM
VPN

Services Provided

Remote Work Solutions
Cybersecurity
Cloud Services
Managed IT

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