A top 30 accounting firm was faced with the challenge of handling thousands of paper forms and financial documents on a weekly basis. Managing the documents was inefficient and costly; the firm required heavy manual intervention for processes related to tax preparation, forensic accounting, and redaction of sensitive information.
The firm licensed software from SoftWorks AI Technologies, leveraging their expertise in advanced data capture technology. SoftWorks AI provided a solution to batch convert high volumes of paper into searchable PDF files, while also developing intelligent solutions to automatically transfer tax preparation data, redact sensitive information, and improve keyword search of paper-based forensic processes.
By implementing SoftWorks AI software, the firm maintained their commitment to advanced technology as a competitive advantage. By deploying an automated solution, the firm was able to redact sensitive information, reduce manual processing, decrease costs by migrating paper to a digital format, and improve the overall accuracy of the document search process.