Case Study

A small accounting office, protected like big tech.

DTA Management Services runs on sensitive client tax and financial data that cannot be lost or exposed — and needed enterprise-grade protection without an enterprise budget or an IT department.

DTA Management Services is a small accounting firm, and like any tax office it lives on client information that cannot be lost or left unprotected. What it did not have was an IT department, an enterprise budget, or spare time to think about any of it — least of all during tax season.

Chris built the office the protection a firm its size actually needs: reliable backups, sensible security, and steady support working quietly in the background, so the team could stay focused on their clients instead of their technology.

Enterprise-grade protection, small-office footprint.

  • Identified and isolated the business-critical data that can never be lost
  • Set up automated nightly backups with offsite copies, so client data stays protected and recoverable
  • Put security and data-handling in place to meet the standards a tax office is held to
  • Kept the whole thing cost-effective, with ongoing support and follow-up after every change