Accountants James Todd & Co provides professional, yet approachable, personalised services for small and medium businesses. The firm needed to introduce a more consistent IT structure across its three offices.

The Client

In 2019, we began working with accountancy firm James Todd & Co. They currently employ over 20 people, across two offices based in West Sussex. They had been referred to us by an existing legal client who we had been working with for several years.

The IT Challenge

From the moment we initially engaged with James Todd & Co, it was apparent there were many issues with the current IT infrastructure. It certainly didn’t work for them, nor would it help them to achieve the business goals. Data and applications had been split due to system limitations, with the on-site servers and the internet connections weren’t fit for purpose.

Consequently, the management team needed to drive between offices to be able to perform particular tasks and access data. For example, the main practice management suite Iris could only be accessed in the main office.

Furthermore, James Todd & Co required more flexibility to enable fee earner to move around offices, work at home or client sites, as and when required. Alongside this, the business also wanted to improve security, backups, and disaster recovery.

Technology to support business growth

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“Orca has really supported our firm and helped us to move to an IT platform that will enable us to grow and expand the business. They understand the IT needs of accountancy firms and the software we use and have broad experience working with a growing accountancy practice,” commented Julie Saunders, James Todd & Co’s Practice Manager. “The move to the hosted desktop solution has been very good and due to the planning and expertise by all involved, we are really appreciating the benefits. This has been a really well-run project and I wouldn’t hesitate to recommend Orca.””

Julie Saunders, James Todd & Co’s Practice Manager

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