Case Study: Kevin R. Minkoff, CPA, PC achieves streamlined client tax form completion with pdfFiller

How NYOBC uses PDFfiller to Get Clients to Fill Out Income Tax Forms

Not Your Ordinary Bean Counters (NYOBC), a four‑person Portland accounting firm led by Kevin R. Minkoff, CPA, serves hundreds of clients across Oregon, Washington and California. NYOBC’s challenge was that clients couldn’t reliably complete or save electronic income‑tax organizer PDFs created in desktop editors—preventing multi‑session completion and creating an inefficient, fragmented workflow—so the firm adopted PDFfiller’s online PDF editing and form‑distribution tools.

Using PDFfiller, Minkoff and his three colleagues created and distributed fillable forms (via LinkToFill, QR codes, links or email), let clients save progress and return later, and leveraged a library of over 25 million templates plus features like SendToSign. The switch was “very easy,” sped up client data collection and processing (the case highlights “With PDFfiller – 5 MINS”), supported heavy January–April tax‑season use, helped NYOBC go paperless, and delivered measurable time savings and improved security and support for the firm.

Kevin R. Minkoff, CPA, PC

Kevin R. Minkoff

Kevin R. Minkoff, CPA, PC