Case Study: Accounting & Business Services Firm Implements An Automated Document Management & Workflow Solution

Too much paper getting in the way of client service
Kahn, Litwin, Renza & Co Ltd. (KLR) is a 100-person, Rhode Island based accounting, tax and business services firm. One of New England's 10 largest and fastest growing accounting firms, KLR was eager to reduce their paper piles in order to more efficiently serve clients. The company decided too much time was being wasted retrieving client documents such as tax returns. Creating an electronic document management system was the best approach to achieve higher productivity and deliver more responsive client service.