Case Study: 1st Step Accounting achieves streamlined client and document workflows with ShareFile

Entrepreneurial-built accounting firm finds operational success with ShareFile®

1st Step Accounting, an entrepreneurial accounting firm led by CEO Nayo Carter-Gray, wanted to build efficient, technology-driven operations and simplify how it collected client documents. The firm needed a cloud-based solution that made client requests, uploads, and internal organization easy, user-friendly, and repeatable, and it chose ShareFile for that purpose.

ShareFile helped 1st Step Accounting streamline document collection so clients could upload files through the website and staff could organize them by client with less back-and-forth. The result was a simpler workflow, fewer emails, and a better client experience for annual tax clients. 1st Step Accounting also highlighted ShareFile’s Projects feature as a potential one-stop communication hub, reinforcing ongoing operational improvements with ShareFile.

1st Step Accounting

Nayo Carter-Gray

CEO