Case Study: Major U.S. Public Accountant Firm achieves increased revenue, reduced costs, and improved client experience with Xerox DocuShare

Accounting Firm Digitally Transforms to Increase Revenue, Reduce Costs and Improve CX

Major U.S. Public Accountant Firm, a New York City practice serving high‑net‑worth individuals and institutional clients, faced an overwhelming volume of sensitive paper tax and financial records that made timely retrieval, mobile access, and business continuity impossible. To meet client security and accessibility demands, the firm turned to Xerox DocuShare for a scalable enterprise content management solution to replace paper filing and enable fast, remote document access.

Using Xerox DocuShare, the firm scanned volumes of paper via multi‑function printers and high‑speed scanners (about 150 pages per minute) directly into the DocuShare platform, which was installed in one day and used immediately via a drag‑and‑drop web interface. The result: secure access to files from anywhere in seconds, uninterrupted service during the pandemic, elimination of routine trips to the file room, faster client responses, and significant, profitable growth—outcomes the firm credits to Xerox DocuShare’s speed, usability, and lower total cost of ownership.