Case Study: Custom Professional Accounting achieves 35–45% greater efficiency and 90% less storage with Square 9 Softworks’ GlobalSearch

Custom Professional Accounting cuts paper storage 90% with Square 9 Softworks

Custom Professional Accounting, an Ohio-based accounting firm, faced a significant challenge with managing over 20 years of accumulated paper client records. Their storage situation was completely out of hand, requiring offsite storage and causing major inefficiencies in retrieving documents. They turned to Square 9 Softworks and implemented its GlobalSearch enterprise content management solution to eliminate these storage bottlenecks and increase productivity.

The solution from Square 9 Softworks proved to be affordable, easy to use, and extremely reliable. By scanning documents into GlobalSearch, the firm streamlined its processes business-wide. The results were a 90% reduction in required storage space and a 35-45% increase in staff efficiency, allowing the firm to operate more profitably.

Custom Professional Accounting