Case Study: Freedman & Co. achieves paperless, instant worldwide client access and rapid growth with Xerox DocuShare

Financial Services Firm Goes Paperless with Xerox DocuShare Content Management Platform

Freedman & Co., a boutique New York City CPA firm serving high‑net‑worth, high‑profile clients, faced an overwhelming volume of sensitive paper financial and tax records that were slow to organize, retrieve or access remotely—an issue that nearly shut the firm down when their office was inaccessible after the World Trade Center attack. To solve this, Freedman & Co. turned to the Xerox DocuShare content management platform alongside MFPs and high‑speed scanners to digitize and manage documents.

Using Xerox DocuShare, Freedman & Co. scanned paper files (devices capable of ~150 pages per minute) into a searchable repository with an optional drag‑and‑drop client and integrated remote access via Citrix, enabling staff to retrieve records in seconds instead of hours or days. The Xerox DocuShare solution was quick to deploy (installed in one day), eliminated routine trips to the file room, supported secure worldwide access, and helped drive rapid, profitable growth—resulting in multiple offices, faster client response, and improved recruiting and client‑service capabilities.

Freedman & Co.

Paul Freedman

Chief Executive Officer