Customer Success | Consulting
CFO Insight uses PDFelement's Cross-Platform Approach to Optimize Paperless Document Processing
Reduced document management time.
Profile
CFO Insight is a management consulting company, offering businesses consultancy and helping out distressed companies to perform better in their business. The company always believed to work across a paperless environment is the best way. Everything that is managed throughout the consultancy period is kept in digital documents. Since documentation management and collaboration require proper tools, Phil Barnes felt the need for a tool that would influence ease of use and interoperability for the team is evident.
PDFelement has made it possible for CFO Insight to actually promote going paperless.
After adopting PDFelement, carry folders for all my client around with me with printouts, much easier to manage, especially being so mobile.
The Challenge
Paperless Document Management
All client documents and notes are saved on computers and other digital devices.
Need to Improve Work Efficiency
Don’t use paper anymore? Get a document management software for more efficient and collaborative productivity.
Expensive Adobe Acrobat Licenses
Being a long-time user of Adobe Acrobat, the expensive subscription prompted the need to search for a more affordable solution.
What Solutions Do PDFelement Offer?
Integrating PDFelement with other productivity tools in the company was so seamless. Phil Barnes found PDFelement to be an efficient and convenient software in his document management work.
Convert PDF Documents.
Organize PDF Documents.
Cross-Platform PDF Solution.
Some of the Results Achieved
Perfectly Organize and
Convert Documents
PDFelement's excellent document organizational tools helped the company manage its documents more effectively.
Collaborative Editing and Increased
Document Compatibility
Integrating PDFelement ensured easy document access on multiple productivity tools. The company could access any PDF file without any limitations.
Support Across Multiple
Platforms
PDFelement offers outstanding cross-platform compatibility. From Windows and macOS to Android and iPhone, it's the document management tool for all users.
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