CPA Firm Finds Security and Strategic IT Guidance By Choosing Boxtop

Roth&Co, LLP is a certified public accounting firm with more than 45 years of experience. The firm employs approximately 200 people in 5 offices located in New York, New Jersey, Illinois, Israel, and the Philippines. After being on another cloud platform for several years, the firm sought to further enhance their cloud capabilities with Boxtop and Tabush Group.

Challenge

For several years, Roth&Co enjoyed the benefits of cloud, using a Citrix-based cloud platform that provided the ability for employees to work outside the office. However, the firm also experienced integration issues on certain applications, which is common on Citrix-based platforms. Roth&Co wanted to eliminate integration issues and further enhance the benefits that comes with operating on a cloud platform.

With their previous provider, management at Roth&Co found that there was a lack of communication and support. The cloud provider was reactive, rather than proactive, and Roth&Co needed a partner who could provide strategic guidance to move the firm’s IT forward. In addition, the firm did not have a single point of contact with its IT vendor, so there was nobody who truly understood its IT needs. The support relationship was disjointed and detached.

Roth&Co decided they needed reliable cloud infrastructure with the support, management, and strategic guidance to provide a solid IT foundation for their CPA firm.

Approach

Roth&Co was already on a cloud platform, so it was important to maintain the same access to their data, applications and files, regardless of where they were working from. While maintaining this mobility, it was imperative for a new solution to have a high level of security, as well as better day-to-day support. Roth&Co trialed Boxtop and ultimately decided it was a secure, dependable cloud solution, and was the right solution for them.

Tabush Group spearheaded the migration, working directly with Roth&Co’s previous provider, ensuring that business and productivity for Roth&Co was not impacted. Tabush Group was “able to get the data and do what they had to do, which didn’t take up much of our time,” said Zacharia Waxler, Managing Partner at Roth&Co.

Results

The change to Boxtop was nearly seamless, taking place over a weekend. When employees arrived Monday morning, everything was ready to go with no training necessary since Boxtop is a Windows desktop with all of the same applications the firm was already running. All of the Windows desktop applications were now able to run seamlessly in the cloud, without any performance or integration issues.

“There are a lot of advantages that cloud brings, and we already knew about them, so we wanted to be sure we were not losing any of them,” says Waxler. One of these advantages is ensuring employees have access to files even when working from outside the office. Boxtop provides this mobility with the same experience for users in the office and out. Boxtop assigns each user a fixed set of dedicated resources, just like when a PC is assigned to them, making performance much more stable and reliable than other solutions. Additionally, Boxtop ensures the same level of security to users who are working in the office or remote.

“One of the most obvious improvements Roth&Co experienced since the move to Boxtop is the support and responsiveness of Tabush Group’s team. Each Boxtop client is assigned a client manager at Tabush Group who acts as the “virtual CTO,” meeting regularly to ensure all business needs are met. In addition, Tabush Group Support is accessible every business day with after-hours and critical support availability. Roth&Co is pleased with how responsive Tabush Group has been since migration and Waxler says that “overall, we have been having a really great experience with Boxtop. Tabush Group is our partner, not merely our IT vendor, helping us execute a comprehensive IT strategy.”

Roth&Co is very happy with the results from Boxtop and “really likes the platform.” Boxtop ensures that Roth&Co does not have to worry about their IT, and can instead focus on their own business and clients. As Waxler says, “Boxtop is just working, and that’s all I could ask for!”