Case Study
Background
CLIENT is an accounting firm in Philadelphia, PA specializing in personal and business tax accounting. Home to 15 practitioners CLIENT delivers services in the areas of Accounting, Licensing, Real Estate and Consulting. CLIENT. concentrates largely on the Hispanic market in the Delaware Valley.
Challenge
Due to the success of the firm in cornering the seasonal Philadelphia Hispanic tax market, CLIENT found themselves flooded from head-to-toe, wall-to-wall with paper files from client interactions. This impacted CLIENT’s ability to:
- Take on new clientele
- Quickly retrieve previous client information
- Expand due to the exponential expansion of filing costs per new customer.