Case Study: Freedman & Co. Achieves a Completely Paperless Workflow with Xerox DocuShare

Freedman & Co. CPA, P.C. Achieves Completely Paperless Service to Financial Clientele with DocuShare

Freedman & Co. CPA, P.C., a boutique accounting firm serving high-profile financial clients, faced a challenge managing its colossal volume of sensitive paper documents. The firm's physical files were becoming unmanageable and posed a significant business risk, a point driven home when their office near Ground Zero was rendered inaccessible for months after 9/11. To enable growth and ensure data access from anywhere, they sought a paperless document management solution.

Xerox implemented its DocuShare document and content management system, which was installed easily and integrated with high-speed Xerox multifunction printers for scanning. The solution allowed the firm to instantly and securely retrieve any client file from anywhere. As a result, Freedman & Co. achieved dramatic and profitable growth over seven years, improved client service, and gained a cutting-edge reputation, all while ensuring business continuity through secure, web-based document access.

Freedman & Co.

Paul Freedman

Chief Executive Officer