The Company is a small, independent accounting firm that has been operating in its community for over 10 years. The Company has five accountants and four support employees on staff. A considerable amount of their business activity takes place remotely at the offices and businesses of their clients.
The firm faced several major challenges: turning paper receipts from their clients into searchable and manageable documents, handling sensitive documents from clients, and document portability that allows access to documentation while company personnel are away from the office.
"Staff use PDFelement's encryption feature to apply a unique password to each client's collection of PDFs. "
With the Optical Character Recognition (OCR) feature, accountants and support staff quickly scan and easily capture all paper receipts and documents (using their Smartphones) into PDF files. Then using the Bates Numbering feature, they include accurate search-and-retrieval functions for all documents. Staff use PDFelement's encryption feature to apply a unique password to each client's collection of PDFs. Finally, staff members are able to integrate Dropbox, Google Drive, and Evernote with PDFelement and access any PDF documents from any location where they can connect to the Internet.
The Company reduced the time and expense of using a scanner to convert simple paper receipts into controllable, portable and powerful documents. Clients loved the confidentiality and accuracy of the system, plus the ability to upload and download documents effortlessly.
"The team at the Company quickly adapted to the use of electronic files and saw tremendous benefit from working with PDFelement."
The team at the Company quickly adapted to the use of electronic files and saw tremendous benefit from working with PDFelement. Staff was no longer backlogged with sorting through paper documents, and they were able to spend more time with clients and even take in new business.