For Fancher, partner at CRS CPAs, operational efficiency and client trust are the foundation of success. With a team of over 40 professionals serving clients across Tennessee and surrounding states, the firm had reached a tipping point. Their on-premises systems were slowing down workflows, limiting remote access, and creating unnecessary complexity during the busiest seasons of the year.
CRS CPAs needed a secure, scalable platform that would support a growing team, protect sensitive client information, and enable staff to collaborate from anywhere. Rightworks provided the solution.
The Challenge: Complexity and Risk in a Growing Firm
As CRS CPAs expanded, so did the firm’s technology challenges. Each department used different tools, files were stored locally, and staff often had to work from the office to access client information. Managing IT internally had become inefficient and costly.
“We had grown to the point where our systems couldn’t keep up,” says Fancher. “It was difficult to manage software updates and data access, especially when we wanted to provide more flexibility for our team.”
The firm also faced increasing cybersecurity concerns. With sensitive financial data under management, the leadership team knew that a breach or outage could have serious consequences for both their clients and reputation.
The Turning Point: Recognizing the Need for a Managed Solution
When several key staff members began requesting more flexible work options, CRS CPAs realized that the firm’s existing IT setup wasn’t sustainable. They needed a modern, managed solution that allowed team members to securely access applications and client files from anywhere while maintaining strict security and compliance standards.
Rightworks emerged as the ideal partner, offering specialized cloud solutions built for accounting firms. The platform’s security, reliability, and accounting-specific support gave the CRS CPAs leadership team confidence to move forward.
The Solution: Transitioning to Rightworks Cloud Premier
The CRS CPAs team partnered with Rightworks to migrate their core accounting applications and data into the cloud. Rightworks Cloud Premier provided the scalability and performance they needed, along with dedicated support to ensure a smooth transition.
“The onboarding process was seamless,” Fancher recalls. “Rightworks handled the setup, the migration, and all of the technical details. We were up and running faster than I expected.”
By moving to Rightworks, CRS CPAs gained centralized access to their accounting software, secure file storage, and remote collaboration tools. The team could now work efficiently from anywhere without compromising security.
The Impact: Greater Efficiency, Stronger Security, and Happier Staff
The shift to Rightworks transformed CRS CPAs’ operations. The firm saw immediate benefits across performance, reliability, and collaboration.
- Streamlined Collaboration: Teams can now access files and applications from anywhere, reducing bottlenecks during peak tax and audit seasons.
- Enhanced Security: Enterprise-grade security and automated backups keep sensitive client data safe at all times.
- Operational Consistency: Standardized access and workflows improved efficiency across departments.
- Staff Flexibility: Employees gained the freedom to work remotely while maintaining productivity and security.
“Moving to Rightworks has made a big difference,” says Fancher. “Our staff can work from home or on the go without any issues, and we know our data is protected.”
The Bottom Line: Reliable Technology for a Growing Firm
For Fancher Sargent and the leadership team at CRS CPAs, partnering with Rightworks was about more than technology. It was about enabling people to do their best work with confidence.
“Rightworks gave us the peace of mind we needed,” says Fancher. “We don’t have to think about servers or updates. Everything just works, and that lets us focus on serving our clients.”
Key Takeaways for Other Firms
- Modernize early. Upgrading to a managed cloud solution eliminates the risks and limitations of on-premises systems.
- Prioritize security. Client trust depends on protecting sensitive financial data with enterprise-grade safeguards.
- Empower remote work. The ability to access tools and data from anywhere improves collaboration and work-life balance.
- Choose a partner who knows accounting. Industry-specific support makes implementation smoother and more reliable.
Looking Ahead: Scaling with Confidence
With Rightworks as its trusted technology foundation, CRS CPAs is equipped to grow confidently while maintaining the same level of personalized client service that has defined its reputation for decades. The firm continues to expand, supported by a technology platform designed to scale with them.
“We’re set up for the future,” Fancher concludes. “Rightworks makes it easier to grow and to serve our clients securely and efficiently.”