Freedman & Co. CPA, P.C. Achieves Completely Paperless Service to Financial Clientele with DocuShare

Background

Freedman & Co. CPA, P.C., a boutique certified public accountant firm in New York City, serves an impressive roster of customers who are part of the financial world themselves. "Our clients are regularly mentioned in the Wall Street Journal, New York Times and Financial Times,” says Paul Freedman, owner of Freedman & Co., CPA, P.C.

These high net-worth, high profile individuals typically have very complex financial lives and extremely high expectations. Thanks in large part to Xerox® DocuShare®, Freedman & Co. is able not only to exceed those expectations but also to provide a wealth of information, instantly and securely, that keeps clients and peers happy and satisfied.

The Challenge

Freedman & Co. is a regional firm, with several regular DocuShare users, but its workflow is colossal. 

Imagine a huge volume of original, highly-sensitive document flowing into the company’s files every month. The problem was not storage; thankfully the company’s office building provided ample space. Rather, the challenge was organizing and retrieving paper documents in a timely manner without a small army of file clerks. The company’s files were becoming unmanageable; the risk of lost documents unavoidable.

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