8/17/2021 NTV Accountants Become Truly Digital - OfficeTools https://www.officetools.com/client-stories/ntv-accountants-truly-digital-firm/ 1/3 Login Client Story: NTV Accountants Become Truly Digital Company Background: Working out of Many Separate Systems Before moving to O ceTools, San Diego public accounting rm NTV Accountants was utilizing a general business CRM for client and engagement tracking, Gmail for email and contacts, and Excel for to-do lists and daily activity tracking. The disjointed system was not a long-term solution. As the rm grew both its client base and sta, they needed to be able to manage projects more e ciently. Business Challenges: Need to Organize There were two challenges to address for NTV, moving to a secure cloud environment as well as geing all their

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