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
Services Provided
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