Document Management Helps Tax Consulting
FileHold document management software is enabling URS Tax Inc. to securely store, protect and manage a variety of files, documents and records within FileHold to eliminate paper based processes and reduce client tax preparation time.
URS Tax Inc. is a tax preparation and consulting firm providing the highest quality of tax and business advice to individuals and their businesses. URS Tax Inc. has office locations across the US serving thousands of satisfied clients with tax planning and business advice. From its inception the company has used technology and sophisticated planning tools to serve clients, improve efficiencies and manage costs.
The implementation of FileHold document management software now allows URS Tax Inc. to electronically store historical client tax files, various IRS forms and supporting documentation which must be maintained for many years. URS Tax Inc. President Nadav Kalai commented "the tax preparation business is burdened with paper that is printed, faxed and duplicated. For over 20 years, we have run our business moving paper files between desks and offices. We now share all the documents virtually, eliminating the shipping costs and lost productivity associated with paper."
The FileHold system ensures that only authorised employees can access client related documents. Automated processes were put in place to deal with the very high volume of documents including an auto filing solution which transfers documents from the tax preparation software into the FileHold repository at the click of a key. Mr Kalai went on to say "The FileHold team, from sales to engineering, took great care to understand our needs and worked tightly with our team to ensure their software met our requirements from day one."
All of the URS Tax Inc. documentation is stored in FileHold with associated metadata (tags) so that client name, office location, type of document, date of document and other pertinent details are available via FileHold's powerful search system. Larry Oliver, President of FileHold System said; "URS Tax Inc. is a very technically sophisticated client, they knew exactly what they wanted the system to do to meet their business goals. The open architecture of FileHold made it possible to meet all URS objectives and we will be able to support them well into the future as they continue to move toward the Paperless Office".
About FileHold Systems
FileHold is a privately owned, Microsoft Gold certified, manufacturer of affordable software installed throughout the world. FileHold software is the fast track to the "Paperless Office", is easy to use, easily interfaces with 3rd party applications and is tightly integrated with Microsoft Office and SharePoint. FileHold empowers workers to store and find their important documents, including e-mail, while maintaining tight version control and managed workflow.