Professional ServicesBinghamton, NY
Cascade Accounting Group
An accounting firm's tax season document process was a manual nightmare. We automated intake, extraction, and routing — saving 200+ hours.
200+
Hours saved per tax season
-75%
Document processing time
Near zero
Data entry errors
The Challenge
Tax season meant manually collecting, organizing, and routing client documents — a process that took hundreds of staff-hours and was error-prone.
The Solution
Automated document intake portal with OCR extraction, automatic categorization, and routing to the correct team member. Integrated with their practice management software.
The Result
200+ hours saved per tax season