Case Study: NTV Accountants achieves secure, truly digital practice management with CARET

NTV Accountants Become Truly Digital

NTV Accountants, a San Diego public accounting firm, faced a fragmented tech stack—separate CRM, Gmail, and Excel-based workflows plus on-prem servers and outsourced IT—that hindered project management and growth. To centralize data and move to a secure cloud environment, NTV Accountants engaged CARET to implement OfficeTools WorkSpace hosted in the Abacus Private Cloud.

CARET consolidated client records, projects, billing, documents, scheduling and to-dos into OfficeTools WorkSpace, enabling workflow tracking and project/assignment log reporting to measure team performance. As a result, NTV Accountants reduced time and cost spent on IT, improved security and system reliability, and gained better visibility into staff productivity and client work thanks to CARET’s solution.

NTV Accountants

Vincent Nguyen

NTV Accountants