Adjamian Affiliated

Financial Services Business Challenge

Established Accounting Firm with 1,500 clients, 15 staff and 2 partners whose service offerings include tax planning & preparation, audits, and estate planning must become more efficient in order to keep up with the demands of a growing market

Challenge

Firm decides that going paperless was a good way to face this challenge must find the right solution and business partner to help them meet their goals.

Solution

After thorough analysis, implemented the Laserfiche paperless office solution and chose Adjamian Affiliated as their partner to ensure proper configuration, training and support to meet their needs. Firm decides to scan all client information from 2001 going forward; they keep no paper on site and will soon phase out off-site storage. They have scanned over 20 filing cabinets worth of client files and all information that comes into the office is scanned immediately for instant firm-wide access.

Benefits

Client information retrieval, previously ranging from 5 min to several hours, now takes 5 seconds. Firm's efficiency and productivity increase significantly; onsite and offsite storage costs decrease; client satisfaction increases and the firm is able to comfortably meet all deadlines. Their tax season has become much more manageable

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Success Stories
News
MAY 18, 2008
Business Solutions magazine features Adjamian Affiliated Inc. as June 08 cover story.
MAY 15, 2008
Adjamian Affiliated Inc. is pleased to announce the release of LaserficheŽ 8.
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