Their in-office server was years past due for replacement, but the firm couldn't risk a migration disrupting client work during tax season.
Every file, every client folder, and every piece of tax software depended on that one machine staying online.
Mapped every file and folder tied to the old server before moving anything.
Built the new cloud environment in parallel tested against real client files before cutover.
Migrated overnight outside business hours, with a full rollback plan ready if anything failed.
Verified every client file against the old server before decommissioning it.
The firm moved to monitored cloud infrastructure with zero downtime and zero lost files, through the middle of filing season. Staff now access client files from anywhere, not just the office.