Andrew Wall, CPA, CMA, is the CEO of Chartered Professional Accountants 4 Information Technologists
Customer: Chartered Professional Accountants For Information Technologists (CPA4IT)
Industry: Accounting and Bookkeeping
CPA4IT was running its entire accounting practice on cloud-based platforms; however, the firm was drowning in paper. The office was half-filled with filing cabinets, and non-active files were housed in offsite storage – document retrieval times naturally suffered.
A more efficient and cost-effective remote workforce model was desired, but impractical with physical paper, when considering charges for photocopying and couriering, as well as time delays.
A key requirement for going "paperless" was replacing an outmoded scanner with a faster, more versatile machine that could handle a wider variety of paper sizes, beyond standard 8.5" x 11" sheets.
CPA4IT purchased three Fujitsu ScanSnap iX500s, and recently added the Fujitsu ScanSnap SV600 overhead scanner for handling difficult, stapled documents. All paper documents are converted into text-searchable PDFs, and are distributed to a now viable, remote workforce. The accounting workflow has not only been streamlined, but document retrieval time can be reduced to only seconds.
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