Eastern Legal Systems has just completed a Time Matters design and customization project for a regional, multi-office CPA firm that was looking for a better way to manage its tax return practice during its very busy tax season. The firm has made great progress in “going paperless” over the years, but was “stuck” on the final step for automating their status tracking system.
Click here to read about how Eastern Legal Systems was able to modify their existing Time Matters database to more fully automate the client’s existing business processes for tracking tax return filings and managing staff work logs.
If you find that this case study resonates with you and your own need for business process automation, give us a call at 877-357-0555 or email us at [email protected] to discuss your needs and explore how we might be able to help you leverage your technology investment more effectively.
At Crosspointe Consulting Group, we recognize that legal professionals often rely on established software platforms to manage their financial and operational needs. With our in-depth knowledge of Sage, QuickBooks, and other legal software, we are dedicated to helping you unlock the full potential of these systems. Our mission is to provide expert guidance and support, empowering your firm to operate efficiently and effectively.
