From Lag and Lost Work to Secure Productivity: How DMLO CPAs Elevated Their Firm with Rightworks
For DMLO CPAs, one of the largest CPA firms in Louisville, productivity and client trust go hand in hand. But before Rightworks, interruptions, lag, and lost work were slowing down staff and threatening efficiency. The move to a unified, secure platform gave DMLO CPAs exactly what they needed: fewer disruptions, faster performance, and confidence that client data stays protected.
The Challenge: Lag, Lost Work, and Interruptions
Day-to-day operations at DMLO CPAs were becoming increasingly frustrating for staff. Even minor disruptions had an outsized impact on productivity.
As one leader explains, “The thing I’ve enjoyed the most is that I am not having as many interruptions in my work, or let’s say Rightworks does close because something goes wrong with our network. I can manage my session and reconnect, so I didn’t lose everything that I just had. Whereas before, if we got kicked out of what we were doing, a lot of times you lost whatever work you were doing.”
Beyond lost work, lag times inside their primary software systems were holding staff back. Using CCH Access, DMLO CPAS often experienced delays when clicking between tasks. The downtime added up quickly across staff and engagements.
“The lag time was really frustrating,” the leader recalls. “You’d click around and wait, and that slowdown impacted how quickly our staff could get through work.”
Security was another ongoing concern. As an accounting firm entrusted with sensitive financial data, DMLO CPAS needed confidence that easy access for staff did not compromise client confidentiality.
The Turning Point: Recognizing the Need for Change
With productivity issues mounting, DMLO CPAs realized they needed a platform that could:
- Minimize downtime and interruptions
- Eliminate lag when working inside critical tax and accounting software
- Protect client data without slowing down staff
- Centralize access so teams could securely reach everything they need in one place
The leadership team knew that without a change, staff efficiency and client confidence would suffer.
The Solution: Rightworks Brings Speed and Security Together
DMLO CPAs partnered with Rightworks to bring stability, speed, and security to their operations. With the firm’s software hosted in Rightworks’ secure cloud, staff could log in, work, and move between tasks without disruptions.
“Everything’s in one spot,” the leader explains. “Say somebody forgets something—we can access Rightworks quickly and get into what we need without compromising our security or client security because we’re inside of Rightworks.”
What once took multiple disconnected steps became streamlined. Instead of juggling “eight different things,” staff now had a single, secure entry point. The cloud environment also allowed for fast reconnections, reducing the risk of lost work.
Most importantly, performance improved dramatically. “From a staffing standpoint, my staff could get through things quicker because they weren’t sitting there waiting for the software to respond,” the leader says.
The Impact: Measurable Productivity Gains
The improvements with Rightworks were immediate and noticeable across the firm:
- Reduced Interruptions: Staff no longer lost work when sessions dropped, thanks to stable reconnection.
- Improved Productivity: Lag times in CCH Access virtually disappeared, letting staff move faster between tasks.
- Centralized Access: Everything the team needed was in one secure place, making collaboration easier.
- Enhanced Security: Clients could trust their information remained protected while staff gained easier access.
“The productivity’s higher because you can just click around and you’re not having those issues with the lag time,” says the leader. “Everything’s right there, and you’re not opening eight different things to get into what you need.”
The Bottom Line: Building Efficiency Without Compromise
For DMLO CPAs, Rightworks delivered more than a cloud hosting solution—it gave the firm a way to balance speed, productivity, and data security. Staff are empowered to work faster without sacrificing client trust.
The story underscores a key lesson for other firms: The right platform doesn’t just solve technology frustrations; it also supports firm-wide efficiency and client confidence.
Looking Forward: A Secure Foundation for Growth
With Rightworks in place, DMLO CPAs is positioned to grow on a platform that scales. As the firm takes on new clients and evolving software needs, the secure and reliable environment ensures that staff can stay productive while protecting sensitive client information.
“Rightworks has made it easier for us to be more productive without compromising security,” the leader concludes.