Case Study: Timothy Thurmon, CPA achieves paperless efficiency and faster tax-season processing with Questys Document Management

Timothy Thurmon - Customer Case Study

Timothy Thurmon, CPA is a small accounting firm in Higginsville, MO that was struggling with paper-heavy workflows and file storage crowding its historic office. The firm evaluated vendor-supplied tax systems but needed a broader, more affordable document-management solution that wouldn’t require a dedicated server.

They implemented Questys Document Management to scan, index and store tax returns, work papers and supporting documents with barcode cover pages, drag-and-drop filing and full-text/searchable access from desktops and Outlook. The system cut retrieval time to seconds, streamlined processing during busy tax seasons (handling some 1,100–1,200 returns), reduced office clutter and boosted employee productivity while delivering time, paper and cost savings.

Timothy Thurmon

Kevin L. Thurmon

Buisness Manager