Case Study: Ballard & Company retires 25 filing cabinets and boosts efficiency with eFileCabinet

Ballard and Company - Customer Case Study

Ballard & Company is the largest sole‑proprietor CPA firm in Arkansas with three locations, 20 employees and roughly 2,200 clients. The firm was buried in paper—more than 25 filing cabinets—and needed a modern document management solution. In 2006 they chose eFileCabinet’s electronic document management software to go paperless and streamline file handling across departments.

Using eFileCabinet, Ballard & Company implemented firm‑wide scanning, organized client/year cabinets, and enabled mobile and encrypted access so staff can retrieve records with a few clicks. The solution cut physical storage dramatically (from 25+ filing cabinets to about 8–9, most empty), eliminated paper‑driven bottlenecks, reduced lost‑document risk, and — as Patrick Ballard reports — “skyrocketed” the firm’s efficiency and profitability. eFileCabinet also provides archived access to all years and integration with the firm’s other systems.

Ballard & Company

Patrick Ballard

Owner