Case Study: JBM Tax & Bookkeeping Services streamlines paper-to-digital workflows with Insight and Epson technology

Epson Technology Helps Experienced Accountant Start Tax and Bookkeeping Service

JBM Tax & Bookkeeping Services, founded in Cerritos, CA in 2016, needed a better way to help clients move from paper records to digital files while still keeping critical documents in hard copy. Insight’s case study highlights how the firm relied on Epson technology, including a document scanner and multifunction printer, to support this hybrid workflow.

Insight helped JBM streamline operations with the Epson DS-770 Document Scanner and Epson WorkForce Pro WF-4720, enabling fast scanning, reliable color printing, and remote document handling through Wi-Fi and Epson Connect. The result was a faster, more flexible process for serving clients in person and remotely, with Jeff Muyrong noting the scanner’s speed and the strong print quality as major improvements over his previous equipment.