True Partners Increased Efficiency & Visibility into Critical Client Documents with Custom Software

CLIENT:

True Partners Consulting is a world-class tax and business advisory firm that helps companies navigate complex tax and financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. The firm provides a broad range of income, sales, use and property tax services, including maximizing the tax benefits associated with complex corporate transactions, acquisitions, dispositions, restructuring and bankruptcy; audit defense, accounting for income taxes and uncertain tax positions, refund reviews, negotiating and claiming credits and incentives, preparation or review of tax returns, unclaimed property, tax risk and process reengineering, international tax and transfer pricing.

CHALLENGE: 

True Partners manages clients from all walks of life and most of these clients have very sensitive data that must be kept as hard copy. This leads to some specific issues in regards to keeping all of this information readily available.

A few of their challenges were: 

• Managing timely destructions of files.

• Managing movement of files among offices.

• Track location of the checkout item on person’s desk.

• Hidden document (existence of document is sensitive)

SOLUTION: 

Physical File Management System (paperless office... not so much)

What was done?

And then?

Creating barcode scannable tags.

IMPLEMENTATION:

The system was completed and installed and is still being used today. This custom business application was considered a great success by the True Partners team.

RESULTS:

• Increased visibility into where physical files were at all times which allowed True Partners to not only be in compliance with laws and best practice but also...
• Gained Peace of Mind. Knowing that they always had a handle on where client's data was residing and who was responsible for it allowed them to focus on their core business.

NEXT STEPS:

Have a difficult problem and not sure whether a custom built business application would be good for you? Contact us for an initial consultation, but be warned we might try to talk you out of building your own software, we don’t do failed projects and custom software is not for the faint hearted!

For clear, concise feedback on whether we are a good fit, contact us.