For Sandy Heit, owner of Modern CPAs, running a hybrid accounting firm means balancing growth, security, and day-to-day efficiency. Headquartered in Newport Beach, California, Modern CPAs operates with team members across multiple locations, including out-of-state and offshore staff. Ensuring everyone can work securely and efficiently has always been a top priority.
When Sandy needed a better way to manage access to firm software while maintaining strong security controls, she turned to Rightworks. The result was a simpler, more secure way for her team to work, one that supports growth without adding complexity.
The Challenge: Managing Secure Access for a Distributed Team
Modern CPAs relies on a wide range of software to serve clients effectively. As the firm grew and added team members to different locations, managing logins and access became increasingly important.
Sandy initially implemented Rightworks Protect for offshore employees, recognizing the need for tighter security controls. Over time, it became clear that the same approach would benefit the entire firm.
“I think overnight we realized just how impactful it was for the security,” Sandy explains.
Without a centralized system, access management can become cumbersome and risky, especially as teams expand. Sandy wanted a solution that would simplify daily workflows while giving her confidence that firm data remained protected.
The Turning Point: Prioritizing Security Without Sacrificing Ease of Use
As Modern CPAs continued to grow, Sandy focused on finding a way to strengthen security without making work harder for her team. What stood out about Rightworks Protect was its ability to combine strong security measures with a seamless user experience.
Each day, Sandy logs into Protect using multi-factor authentication. From there, she can access all the applications she needs with a single click, without manually entering passwords.
“Whatever programs I need to use during the day, I just click on the icon, and it opens up and takes me automatically to that,” she says. “It just makes everything really easy.”
The Solution: Using Rightworks to Centralize Access
With Rightworks in place, Modern CPAs centralized access to firm software in one secure location. Multi-factor authentication adds an extra layer of protection, while password less access simplifies how the team works.
This approach supports both security and scalability. As the firm adds new team members, Sandy knows access can be managed consistently without increasing risk.
“I do feel that Protect helps us and helps us grow,” she says.
The Impact: Confidence, Simplicity, and Room to Grow
Rightworks Protect has changed how Modern CPAs approaches security and access management.
Simplified Access: One secure login provides access to all necessary applications.
Stronger Security: Multi-factor authentication helps protect firm data.
Consistent Experience: Team members have the same experience regardless of location.
Peace of Mind: Leadership has confidence as the firm expands.
As Sandy hires team members out of state and out of the country, Protect provides reassurance that access is controlled and secure.
“It’s given us this assurance that helps me sleep better at night,” she says.
The Bottom Line: Security That Supports Growth
For Sandy Hite, Rightworks Protect is not just a security tool. It is a foundation that allows Modern CPAs to grow without introducing unnecessary risk or friction.
By simplifying access and strengthening security at the same time, Rightworks helps Modern CPAs focus on running the firm instead of worrying about credentials and controls.
Key Takeaways for Other Firms
- Centralize access. A single, secure login simplifies daily workflows.
- Prioritize security early. Strong access controls support long-term growth.
- Support distributed teams. Consistent experiences matter across locations.
- Choose a partner you trust. Rightworks delivers both security and ease of use.
Looking Ahead: Secure Growth With Confidence
With Rightworks Protect in place, Modern CPAs is positioned to continue expanding its team while maintaining control and security. Sandy knows the firm can grow without sacrificing the standards her clients expect.
As the firm evolves, Rightworks provides the assurance Modern CPAs needs to move forward confidently.