Case Study: Global Accounting Firm achieves scalable 3M‑page/month capture, faster tax‑season processing and millions in fax‑line savings with Upland Software (Omtool AccuRoute)

Global Accounting Firm - Customer Case Study

This top-three global accounting firm faced a major document-capture bottleneck: its existing scanning/OCR solution couldn’t keep up with up to three million pages per month across roughly 12,000 users and 1,000 HP MFPs in 28+ U.S. offices, creating time-sensitive backlogs that hurt productivity during tax season.

Omtool and HP deployed the AccuRoute document capture and routing platform integrated with the firm’s networked HP MFPs, fully implemented within six weeks. The solution delivered near-instant electronic images and text-searchable PDFs, consolidated fax infrastructure, improved security and compliance, standardized workflows, and generated substantial cost savings (including elimination of telco fax lines), producing measurable ROI and enabling future expansion of document-processing capabilities.