LA-based accounting firm Glenn M Gelman utilizes a FileTrail Hosted Solution to streamline file tracking and records management. The FileTrail application saves time and money for the firm by generating color coded file labels, tracking client files, and automating archiving and destruction of paper-based records.
The firm of Glenn M. Gelman & Associates has been using a Hosted Solution from FileTrail to automate file tracking and records management since the summer of 2001.
The FileTrail application saves time and money for the firm by streamlining manual processes associated with handling client-related file folders. The system generates color coded file labels, tracks client files, and automates archiving and destruction of paper-based records.
The firm of Glenn M. Gelman & Associates, Certified Public Accountants and Business Consultants, was established in 1983. The firm serves hundreds of business and individual clients throughout Southern California, and is committed to providing superior accounting, tax, and business consulting services.
"FileTrail has helped us keep our efforts focused on delivering value for our clients while maximizing the revenue for the firm."
Glenn M. Gelman, Principal, Managing Director
Glenn M. Gelman & Associates
Implementation Highlights
• The FileTrail application is hosted by FileTrail, Inc., with both data and application residing at FileTrail
• Color coded labels are printed quickly and easily from FileTrail
Key Benefits
• Low Capital Cost: Gelman avoided expenditures for servers and server software by using a FileTrail Hosted Solution
• No More Lost Files: Files are easily tracked using bar code technology
• Find Files Fast: Professional staff locate files from their desks using FileTrail, saving valuable time
• Ad Hoc Reporting: Professional staff can generate on-the-fly reports and file lists without technical training
• Fast Labeling: File room staff save time printing color coded file labels from FileTrail
Customer Insights
• We chose a hosted system from FileTrail in 2001 because budgeting kept us from implementing a system in-house. Once we made our decision, we were up and running in a very short period of time.
• The integration of systems is very important. We could have easily found ourselves entering data into a tracking system and entering it again into our stand-alone color coding software. Having file tracking and color coding all in one system like FileTrail made everything a lot easier.
• Our professional staff have really taken to FileTrail. Gaining access to information and the ability to generate reports quickly in FileTrail really empowered them.
• Pure Web technology is the key to keeping administration costs low. We have less than fifty staff, but installing a Windows application at every desktop would still have been a major pain. With FileTrail, all our staff had immediate access without any software installation at the desktops.
About FileTrail
FileTrail is the leading provider of Web-based records management solutions and RFID File Tracking. Companies of all sizes turn to FileTrail to streamline processes with the latest technology and most configurable software. Headquartered in San Jose, CA, FileTrail has been providing solutions to accounting firms since 2001.
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