Ephesoft Transact | Case Study Financial Services Firm Does More with Less Using Ephesoft and Box Solutions The Challenge Based in New York, a global private equity firm had its sights focused on its own growth. With more than 1,700 corporate accounts and managing over 500 legal entities, the Firm generated many documents. Staff in their accounting department needed to spend one week every month manually processing all the statements. The results of this error-prone process were unstructured files stored on shared drives, making it difficult to search for and find required documents. Another challenge with their process was that the company often needed to share the files and statements with internal and external teams. The Firm has many field offices, so when they needed to a

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