About Perpetual Business & Tax Advisors
Perpetual Business & Tax Advisors is a long established Bristol accountancy firm with over 20 years’ experience supporting businesses and individuals across the South West and the UK. With four offices and a reputation for exceptional client care, the firm offers a complete accounting, tax, and advisory service tailored to each client’s goals.
Background
As the firm continued to grow, their existing on premises file server naturally reached its limits. It no longer offered the flexibility, structure, or reliability needed to support modern ways of working, particularly for remote and hybrid teams.
While the system had served the business well for many years, it lacked the centralised organisation and real time access that cloud platforms provide today. Moving to a more modern solution became the logical next step to enhance collaboration, strengthen data management, and future proof the firm’s operations.
Requirements
They needed a secure, future proof cloud environment that would:
- Centralise and organise all business documentation
- Strengthen security and compliance
- Support hybrid working and team collaboration
- Scale with the business as it continues to grow
- Deliver all the above without disrupting day to day client services
Solutions Delivered
CAB delivered a complete Microsoft 365 transformation, creating a secure, structured, and scalable digital workspace:
1. Migration to SharePoint Online
We reorganised and migrated all legacy file server data into SharePoint, establishing a centralised, secure, and easy to navigate document management system.
2. Deployment of Microsoft 365 Business Premium
The organisation moved to Business Premium licensing, unlocking advanced security features, device management, and the full productivity suite.
3. Teams and OneDrive Configuration
Microsoft Teams and OneDrive were configured to enable smooth communication, secure file sharing, and consistent working practices across all devices and locations.
4. Training and Handover
We provided targeted user training and clear technical documentation, enabling Perpetual’s internal team to confidently manage and maintain their new environment.
Results
Perpetual Business & Tax Advisors now benefit from a future ready Microsoft 365 setup designed around their business:
✓ Structured, version-controlled documents
Accessible from any location or device
✓ Stronger security and compliance
Through role-based access controls and cloud level protections
✓ Improved collaboration
Thanks to seamless integration between Teams, SharePoint, and OneDrive
✓ A future ready setup
Professionally configured and easy for their internal team to manage
