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Client
PSV & Co PSC is a public accounting firm. We have been in the industry for nearly 60 years. Currently, we have a team of 51 employees. We work with many industries including construction, hospitality, customer service, and professional services.
Challenges
- Multiple file storage
- Lack of integration
- Documents under different titles
- Disorganized document filing
- Server costs
- Unnecessary document redundancy
Solutions
All documents are saved using a standard naming convention to make searching easier. Everything is stored in one place. When a client, manager, or any staff has any questions, we know the first place to look is Edi. This has greatly improved our efficiency.
Implementation
Edi's help was essential for standardizing all the names and assigning client codes to everyone. This allowed us to download the documents and begin with the transition process. As of now, about 90% of our client’s data is fully set up in Edi.
“Speaking from our experience at PSV, Edi has significantly improved our lives. We previously faced inefficiencies with multiple programs, which I know is a common issue for many firms that have been using Windows Explorer for years without a secure solution. With Edi Cloud, documents are updated in real- time, which is incredibly helpful, and I would recommend it 100%." -Javier Rivera, PSV & Co PSC Tax Manager
Results
- Access to documents on the cloud
- Easy document search
- Centralized document organization
- Increased efficiency
- Smooth platform adaptation
- Effortless document sharing
Experience
A+ for all the staff. I was initially concerned about changing how our administrative personnel, who have been working the same way for many years, would adapt to the change. However, the five people we have absolutely love Edi, and we’re excited to continue integrating other departments into the platform.
