When an Accounting Firm Outgrows Dropbox: A Faster, Safer Way to Manage Client Files
In accounting, your files aren’t just documents—they’re deadlines, compliance, and client trust. But as many firms grow through mergers, new service lines, or seasonal workload spikes, the file-sharing tools that once felt “good enough” start to break down. This is the story of a small accounting and tax firm that hit a turning point after a merger. Their team needed more storage, stronger protection, and smoother collaboration—without adding complexity for staff who simply needed to get work done. The breaking point: storage limits, sync headaches, and no real recovery After the merger, the firm’s existing cloud storage platform (a popular file-sync service) became a bottleneck: Not enough storage to support expanding client archives Sync issues that created duplicate files, confusion, and wasted time Limited backup and recovery , increasing risk when something goes missing Weak controls for collaboration , especially when multiple people touch the same files For an acc...