Case Study

Accounting Firm Digitally Transforms to Increase Revenue, Reduce Costs and Improve CX

Accounting Firm Digitally Transforms to Increase Revenue, Reduce Costs and Improve CX

Pages 2 Pages

A major New York accounting firm handling vast volumes of sensitive financial documents needed faster, more secure access than paper files allowed. Xerox DocuShare digitized the workflow through high-speed scanning, centralized storage and an easy drag-and-drop interface. As shown on pages 1–2, staff can now retrieve any client file in seconds from anywhere, enabling uninterrupted service during disruptions and supporting rapid growth. The system improved client satisfaction, reduced costs, strengthened security and created a modern, scalable foundation for the firm’s expansion.

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