Case Study: Markoff CPA PLLC achieves a paperless, more efficient accounting workflow with Progress Software’s ShareFile and Podio

Markoff CPA PLLC saves clients over $1.5 million with Progress Software

Markoff CPA PLLC, a professional services firm, faced challenges with manual processes and disconnected software platforms. These inefficiencies made data gathering difficult and led to errors, creating a risk for projects to be overlooked. Founder Matthew Markoff sought a solution from Progress Software to overcome these operational hurdles and better serve his clients.

By implementing Progress Software's ShareFile and Podio, the firm transitioned to a completely paperless operation. ShareFile streamlined secure document exchange with clients, while Podio provided a centralized system for project and client management, replacing error-prone spreadsheets. This solution from Progress Software allowed the firm to scale efficiently from 15 to 500 clients, significantly reducing errors, simplifying onboarding, and maintaining a high client retention rate, all while recovering over $1.5 million for clients through amended returns.