Case Study: Catherine L. Ozment, CPA PLLC achieves a paperless, more productive practice with eFileCabinet

Catherine L. Ozment, CPA PLLC - Customer Case Study

Catherine L. Ozment, CPA PLLC is a new accounting boutique focused on small- and medium-sized business services, individual tax prep, and IRS conflict resolution. Wanting to go paperless to save time and money and to give clients easy access to documents, the firm chose eFileCabinet and its SecureDrawer client portal for its ease of use and secure client accessibility.

eFileCabinet implemented the solution in less than a day, providing a seamless purchase-to-implementation experience and ongoing support. Since adopting eFileCabinet, Catherine reports increased productivity, better organization and “increased peace of mind” knowing where everything is, along with faster, more secure client file exchanges via SecureDrawer.

Catherine L. Ozment, CPA PLLC

Catherine L. Ozment

Catherine L. Ozment, CPA PLLC