The Challenge
Like many accountancy firms, Morton Bradley had adapted over time, layering systems and practices to meet short-term needs. But as the business grew and regulatory expectations around data protection and cyber resilience increased, it became clear that their infrastructure was no longer fit for purpose. Key challenges included:
- A mix of on-premises and cloud tools with inconsistent access policies.
- Gaps in compliance with Cyber Essentials and other recognised standards.
- Limited scalability to support future growth or flexible working models.
The Discovery
Through an in-depth discovery process, we worked closely with Morton Bradley to:
- Map their current systems and processes.
- Identify gaps in compliance, access control, device management, and data security.
- Translate technical risks into plain-English business risks.
The Solution
Following our collaborative assessment, we recommended Microsoft’s Azure Virtual Desktop platform as the ideal solution. Key benefits included:
- Centralised access: Secure access to all core apps and files from any device, anywhere.
- Advanced security: Built-in conditional access, MFA, and full integration with Microsoft Defender and Intune.
- Scalability: Easy to onboard new staff or remote offices without compromising security or performance.
- Cost efficiency: Optimised licensing and predictable infrastructure costs.
The Result
Morton Bradley now operate from a secure, compliant, and fully scalable IT environment – one that matches the professionalism and trust their clients expect.
- They meet Cyber Essentials requirements and are on track for future certifications.
- Staff productivity has increased thanks to faster, more consistent access.
- The leadership team has full visibility and confidence in their IT estate.
- Most importantly, they are better positioned to protect client data and win new business.
Morton Bradley achieved a secure, scalable IT system improving compliance, productivity, client trust, and data protection, with full leadership oversight and staff efficiency.
This isn’t just a story about technology. It’s about a business that wanted to do things properly – and now has the foundations to grow with confidence. For other accountancy firms looking to secure their operations, ensure compliance, and attract clients who value data security, Morton Bradley’s journey is a clear example of what’s possible with the right guidance.
