Case Study: Tamárez CPA LLC

Client

Tamárez CPA LLC is a small boutique public accounting firm. We are a team of 7 full-time employees. We specialize in the reorganization and restructuring of businesses, primarily under federal bankruptcy law. We assist clients in creating payment plans, reconciling debts with the IRS and Puerto Rico's Department of Treasury and provide the everyday services of a public accounting firm.
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Challenges

• Document management control
• Document recovery
• Document search
• Control access & logging

Solutions

Edi allows us to track when a document was saved and any edits made. If someone can’t remember where they stored a document, they have all the search tools needed for that process. Additionally, the information is stored in a secure and backed up system.
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Implementation

Edi allows us to create templates that, when selected—such as a specific year—provides all the structure we want to standardize across all our clients. This makes it easier to organize documents.
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“I visited a county to submit a documentation for a client and to cancel the license of another client, both from the same county. When the staff checked the system to cancel the license, they informed me that three years of filings were missing. Thanks to Edi, I was able to show on my iPad that all three filings were submitted on time, and I proceeded to email the evidence to the person in charge. In just two minutes, I was able to present the filing evidence and deliver it electronically to the official, allowing me to complete my task without having to return to the county another day. This was all possible thanks to Edi Cloud, which provides secure mobility and document’s organization. Make your office agile and accessible" - Albert Tamarez, CPA CIRA
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Results

• Document management control
• Document recovery
• Document search
• Control access & logging

Experience

My experience has been positive. What I like the most is the mobility and organization. I know they are working on enhancing the mobile version for better adaptability. I believe that will be an extraordinary improvement to the product, and it will continue to benefit every firm.