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Case Study:

Cloud Transformation for a Leading Accountancy Firm

Case Study

Accountancy firm with 45 staff members

A well-established accountancy firm with 45 staff members was facing increasing challenges with their localised software solutions.  As the firm adopted a hybrid working model, employees required secure, remote access to accounting systems, client files, and audit tools—without compromising data security or compliance.

To modernise their IT infrastructure, the firm partnered with Nemark, who worked closely with them to identify and implement the right cloud solution, ensuring a smooth transition while shaping a new, flexible, and secure IT environment.

Challenges Faced

  1. Limited Remote Access

    Staff could only access accounting software and client data from office-based desktops.

  2. Security & Compliance Concerns

    Moving to the cloud needed to maintain strict security and audit trails.

  3. Outdated Infrastructure

    Localised software required frequent updates, causing downtime and inefficiencies.

  4. Collaboration Issues

    Staff had difficulty sharing files securely and efficiently between office and home environments.

  5. Scalability Challenges

    As the firm grew, adding new users and maintaining multiple software licenses became complex.

The Solution:

A Tailored Cloud-Based System

Nemark conducted a full IT audit and worked alongside the firm to design and implement a cloud solution tailored to their needs. This included:

  • Migration to Cloud-Based Accounting Software – Ensuring staff could securely access financial data from any location.
  • Microsoft 365 & Secure File Storage – Implementing SharePoint and OneDrive for seamless collaboration as well as cloud-based email to replace their local Exchange Server
  • Multi-Factor Authentication (MFA) & Security Enhancements – Strengthening access control to protect sensitive client information.
  • Audit & Compliance Management – Ensuring full traceability and secure document retention policies.
  • Virtual Desktop Solution – Providing a consistent and secure desktop environment for all staff, regardless of location.
  • Ongoing IT Support & Training – Delivering a smooth transition with staff training and continued IT support from Nemark.

The Benefits of Moving to a Cloud-Based Solution

  1. Seamless Hybrid Working

    Employees can securely log in and work from home, the office, or on the go.

  2. Stronger Security & Compliance

    Cloud solutions include encryption, access controls, and detailed audit logs.

  3. Improved Collaboration

    Teams can securely share and edit client files in real-time using Microsoft 365 tools.

  4. Automatic Software Updates

    No more manual software updates or downtime due to outdated systems.

  5. Scalability & Flexibility

    New users can be onboarded quickly without complex licensing issues.

  6. Disaster Recovery & Data Protection

    Cloud backups ensure no data is lost, even in case of a cyber incident or hardware failure.

  7. Cost Savings

    No more expensive server maintenance and IT infrastructure costs.

  8. Efficient Audit Trails

    Accountants can track changes and maintain full compliance with financial regulations.

  9. Centralised IT Management

    All systems and security settings can be managed remotely for greater efficiency.

  10. Future-Proof IT Infrastructure

    The firm now has a modern, scalable system that supports growth and innovation.

Client Review

When Covid hit, it hit us hard in the form of enforced working from home patterns, a massive shift from the traditional office-based arrangement that was in place prior. We needed help, and we needed it fast. Nemark not only showed us the path to our business goals, but they were absolutely pivotal in our reaching them. Now that Covid is ‘over’, our staff have options to work from the office again, as well as to continue to work from too. Whatever they choose, the system provides them with everything they need. We feel that this is how technology is supposed to be; enabling us to do the work we have to do, rather than being part of it! If you’re on the fence, just speak to Nemark… they are not pushy and won’t try to supply what you don’t need. Accountancy firm with 45 staff members

Case Study

Conclusion

Thanks to Nemark’s expertise, this accountancy firm successfully transitioned from localised software to a secure, cloud-based solution, empowering hybrid working while maintaining security and compliance. The move has enhanced productivity, improved collaboration, and reduced IT complexities—ensuring the firm is well-positioned for future growth.

If your business is looking for a secure and efficient cloud solution, Nemark is here to help. Contact us today for expert IT support tailored to your needs!

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