Client Profile
About KB Accounting & Tax Services, Inc.
KB Accounting & Tax Services, Inc. is a Phoenix, Arizona-based accounting and tax firm founded in 2011 by Bipin Bhatt, who serves as President. The firm provides a nationwide range of services, including accounting and bookkeeping, QuickBooks support, payroll processing, tax payment and filing services, and new business formation assistance — serving corporations, trusts, and individual taxpayers alike. As the practice grew to operate across multiple locations, the firm needed infrastructure that could keep client data synchronized, secure, and reliably backed up regardless of where staff were working from. KB Accounting & Tax Services has built its operations around that multi-location model since 2012, with Bipin Bhatt directing the firm's client services and technology decisions, including its accounting software hosting, since 2014.
"Their service makes it extremely easy to access my data remotely from anywhere, at any time. The service is exceptionally reliable — I haven't experienced any downtime at all. I never have to worry about automatic backups, security, or data synchronization."Bipin Bhatt, President, KB Accounting & Tax Services, Inc.
The Challenge
KB Accounting & Tax Services provides accounting, bookkeeping, payroll, and tax preparation services to individuals and businesses nationwide, from its Phoenix, Arizona office. As the firm began operating across multiple locations starting in 2012, three problems came with that growth:
- Data synchronization across locations, without a single reliable source of truth for client files
- Backups that couldn't be left to chance during tax season, when the cost of lost data is highest
- Security for sensitive client financial and tax data, spread across more than one physical office
Managing all three internally, across locations, wasn't sustainable for a firm focused on client work, not server administration.
The Solution
Sagenext engineer Alex Hopper implemented a fully managed cloud hosting solution built specifically for accounting firms. Instead of KB Accounting & Tax Services managing servers, software updates, backups, and security internally across multiple locations, the firm now operates through a single centralized cloud environment, maintained by Sagenext's technical team hosting both QuickBooks Premier Desktop and Drake Tax.
Bipin began working with Sagenext in 2014 and has stayed continuously since.
The Result
12+ years, zero downtime
In Bipin's own words, the service has been exceptionally reliable, with no downtime experienced across more than a decade.
Backups, security, and sync are no longer his problem
The centralized cloud environment means he doesn't have to think about automatic backups, data synchronization, or security across locations — Sagenext handles it.
24/7/365 support, including tax season weekends
Bipin specifically calls out having support available during the busiest, highest-stakes weeks of the year — not just during business hours.
A team he trusts
He describes Sagenext's service engineers as highly skilled, talented, dedicated, and consistently willing to help.
Ready to Stop Managing Servers and Start Focusing on Clients?
Join accounting and tax firms like KB Accounting & Tax Services who trust Sagenext for fully managed, secure cloud hosting — built for multi-location practices.
