Introduction: The Challenge of Managing Multiple Clients
A Canadian accounting firm specializing in non-profit organizations needed a better way to manage the IT environment for its clients. The firm provides shared financial services by offering their customers direct access to accounting applications, ensuring that both the firm’s staff and internal business users could work collaboratively on the books. However, internal IT limitations and third-party support arrangements made it difficult to scale efficiently.
The firm required a cloud hosting solution that could offer:
- Isolated environments for each client to protect sensitive data.
- Access control flexibility—allowing staff to work across different clients while restricting access for others.
- Support for both QuickBooks Desktop and Sage software, tailored to each customer’s preferences.
Concero’s Cloud Hosting Partner Model provided the perfect solution to streamline their operations, improve security, and lower costs.
The Solution: Concero’s Cloud Hosting Partner Model
Concero worked with the accounting firm to migrate its clients to a cloud-based model while ensuring each customer maintained an isolated, secure environment. The firm also benefited from the flexibility to resell Concero’s services to clients directly or have Concero bill each customer individually—providing them with multiple ways to manage customer relationships.
Key elements of the solution included:
- Cost-Effective User Model
With Concero’s minimum 2-user pricing model, the firm could bring several non-profit clients onto the platform while reducing IT costs. Each client maintained their own dedicated Citrix environment without compromising security or performance.
- Centralized Management Portal for Access Control
Using Concero’s web-based administration portal, the accounting firm could easily assign access for internal staff across multiple clients. Some administrators required access to all clients, while others only needed access to specific accounts. This granular control ensured that permissions were managed securely and efficiently.
- Dedicated, Isolated Customer Environments
Each non-profit client was hosted in a secure, isolated environment within Concero’s Citrix-powered Cloud Desktops, preventing any cross-contamination of data between customers. This architecture ensured full data protection and compliance with privacy regulations.
- Reliable Backups and Disaster Recovery
Concero provided regular backups and offsite backups to its secondary data center in Kelowna, BC. This geo-redundancy ensured that the firm’s customers could recover quickly from any disruptions, meeting both their business continuity and compliance needs.
Results: A More Secure, Scalable, and Cost-Effective Model
The transition to Concero’s cloud hosting model delivered several measurable benefits for the accounting firm:
- Improved Service Levels and Flexibility
The firm could now offer high-quality, scalable IT services to non-profit clients without maintaining on-premise infrastructure. This improved client satisfaction and allowed them to focus more on providing financial expertise instead of managing IT.
- Cost Savings with Better Performance
By leveraging Concero’s efficient 2-user pricing model, the firm reduced its operational expenses while delivering enterprise-level performance through Citrix-powered Cloud Desktops.
- Effortless Multi-User Collaboration Across Clients
Staff within the firm could now seamlessly switch between clients using Concero’s centralized portal, improving efficiency and reducing administrative complexity.
- Peace of Mind with Robust Security and Backups
With isolated environments and regular offsite backups, the firm achieved greater security and reliability than its previous setup. Concero’s geo-redundant cloud infrastructure ensured that data was protected and accessible, even in the event of an outage.
Go Cloud with Concero
This accounting firm’s transformation highlights the power of cloud hosting to solve complex operational challenges while improving security, efficiency, and scalability. Whether you manage multiple clients, remote staff, or legacy accounting software, Concero’s cloud hosting model offers the flexibility, performance, and peace of mind you need to grow with confidence.
Get a free trial of Concero Cloud Desktop today and discover how we can help transform your firm’s operations.
