Case Study

GlobalSearch® Subtracts Bulky Paper Documents for Accounting Firm

GlobalSearch® Subtracts Bulky Paper Documents for Accounting Firm

Custom Professional Accounting, an Ohio-based firm, faced significant challenges with paper document storage, leading to inefficiencies. After trying an inadequate solution, they adopted Square 9’s GlobalSearch, an enterprise content management (ECM) system. GlobalSearch streamlined document management, improving staff efficiency by 35-45%, reducing paper usage by 50%, and eliminating 90% of the firm’s storage space. The system allowed for seamless scanning and storage of client records, saving time and costs. With its easy-to-use interface and reliable performance, GlobalSearch became an essential tool for improving workflow and reducing errors.

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