Case Study: Brian Lehrhoff, EA achieves paperless, fast bank-data extraction and major time savings with pdfFiller

Using PDFFiller to Collect and Collate Client Tax Information

Brian Lehrhoff, EA, is a one‑man tax and accounting practice in Fair Lawn, New Jersey, serving about 250 clients. He needed to collate and analyze extensive bank and credit‑card PDFs but found manual keying and other extraction tools slow, error‑prone, and poorly formatted. After an internet search he adopted PDFfiller’s document processing and data‑extraction tools to handle client bank statements and related documents.

Using PDFfiller, Brian automates extraction from incoming PDF statements and exports cleaned data directly into QuickBooks. Processing three to five clients per month with up to 20 pages each, he reports that “extracting a month’s worth of data takes minutes,” saving many hours previously spent on manual entry, balancing and cleanup, improving data accuracy and workflow speed while leveraging PDFfiller’s secure, S3‑hosted storage and encrypted folders.

Brian Lehrhoff, EA

Brian Lehrhoff

Enrolled Agent