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SupportSages

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FINTECHCLOUDOPS

How SupportSages helped a CA firm build a secure, flexible, and audit ready centralized work environment

About the Client

Catalist

Pramod M P & Associates is a well-established Chartered Accountancy firm handling taxation, compliance, and audit work for multiple clients.

With a team working across office desktops and remote laptops, the firm needed a secure, compliant, and scalable way to manage highly sensitive financial data without slowing down day-to-day operations. As the firm grew, its existing decentralized setup began to create operational friction, security risks, and rising software costs.

The Challenge

The CA firm relied on a traditional, decentralized setup where data and applications were spread across individual systems. Over time, this created operational and compliance challenges:

Delayed Reviews and Dependencies

Partners had to wait for staff to share Tally backups or Winman files before reviewing work, slowing down finalization and decision making.

Data Fragmentation

Multiple copies of the same data existed across systems, increasing the risk of version mismatches and errors during audits or filings.

Business Continuity Risk

Critical accounting data lived on local machines. Hardware failure, accidental deletion, or laptop loss could disrupt operations during peak filing periods.

Limited Access Control

There was no centralized way to enforce role based access, increasing the risk of unauthorized visibility into sensitive client or partner level information.

SupportSages' Solution

SupportSages designed a centralized Windows Server environment that became the firm s single source of truth for applications, data, and access, while keeping the familiar workflows intact.

Centralized Application & Data Access

Centralized Winman CA-ERP and Tally deliver a single source of truth, seamless integration, and instant access to shared data.

Role-Based Security & Access Control

Role-based access through Active Directory ensures users only access relevant data, while enabling secure, instant permission management.

Built In Business Continuity with Centralized Backups

iDrive Business provides encrypted, continuous backups with point-in-time recovery, protecting accounting data beyond simple file synchronization.

Secure Remote Work Without Changing Workflows

Securely access centralized accounting applications from anywhere via RDWeb, with no data stored on local devices. Supports seamless remote and hybrid work

24/7 Monitoring, Proactive Support, and High Availability

Proactive monitoring and round-the-clock support ensure reliable performance and 99.9% uptime.

Accolades from the CLIENT

Earlier, we depended heavily on individual systems and manual coordination. With the centralized setup from SupportSages, our data is controlled, accessible, and protected. Reviews are faster, audits are smoother, and we no longer worry about system level disruptions during critical periods.

Principal CA

C A Pramod & Associates

Catalist Team

Result & Business Impact

   Predictable monthly  cost model

Single Source of Truth

All accounting and compliance work happens on one centralized system, eliminating version conflicts.

  Saved US$ 8,000 per month  on AWS costs

Faster Partner Oversight

The Principal CA can instantly open or review any staff member s Winman file without waiting for backups or exports.

  Saved US$ 8,000 per month  on AWS costs

Stronger Data Governance

Role-based access ensures confidentiality and compliance readiness.

 Improved reliability and deployment quality

Operational Continuity

Hardware failures or staff system issues no longer halt firm operations.

  Saved US$ 8,000 per month  on AWS costs

Remote-Ready Workforce

Staff can work securely from anywhere without changing tools or workflows.

  Saved US$ 8,000 per month  on AWS costs

High Availability & Support

24/7 monitoring & an experienced team ensure consistent performance with 99.9% uptime.

Operational Improvements Observed

After moving to a centralized setup, the firm experienced clear operational benefits.

100%

Audit readiness all the time

99.9%

Guaranteed Infra Uptime

98%

Significant reduction in mismatched figures