Case Study: Tax Resources, Inc. achieves 5x scanning throughput and instant document retrieval with PSIGEN Software's PSIcapture

Tax Resources, Inc. - Customer Case Study

Tax Resources, Inc., a provider of audit defense services handling roughly 11,000 audit cases annually, faced a crushing paper burden: manual filing, limited offsite storage, no quality control, and irreversible document loss after scanning and shredding. To move toward a paperless office and preserve their manual workflow, Tax Resources, Inc. selected PSIGEN Software and its PSIcapture solution to automate capture, indexing and electronic storage.

PSIGEN Software implemented PSIcapture across five enterprise workstations, integrated with Konica Minolta and Fujitsu scanners and OpenText Alchemy for archival storage, mirroring the company’s manual workflow while adding review and standardized naming. The result: scanning throughput jumped from about 20,000 to over 100,000 documents per month within six months, retrieval times shrank, document loss was eliminated, and staff were freed from repetitive tasks—delivering a measurable fivefold increase in production and a reliable, searchable electronic archive.

Tax Resources, Inc.

Mark Olander

Executive Vice President