Case Study: CPA Tax Partners achieves secure, scalable remote operations and pandemic resilience with CARET

CPA Firm Triumphs During Pandemic with Practice Management Technology

CPA Tax Partners, a New York boutique accounting and tax advisory firm, faced the growing pains of moving beyond paper-based, manual processes as their practice expanded. To standardize procedures, improve visibility into billing and staff workloads, and address rising cybersecurity and remote-work concerns, they engaged CARET to deploy a practice management solution (OfficeTools) and move operations to Abacus Private Cloud for secure, integrated access.

CARET’s implementation digitized document management, automated workflows, and provided time-tracking and profitability analytics while adding cloud security features like automated backups and multifactor authentication. As a result, CPA Tax Partners eliminated paper files, improved capacity planning and fee-setting, onboarded another 12–13 staff, and remained fully operational through the COVID‑19 tax season — outcomes the firm credits to CARET’s solution.

CPA Tax Partners

Michael Rosedale