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FileHold Document Management Software Helps National Tax Consulting Firm Reduce Paper and Streamline Tax Preparation for Their Clients
Date:4/28/2010

FileHold (www.filehold.com) document management software is enabling URS Tax Inc. (http://www.urstax.com) to securely store, protect and manage a variety of files, documents and records within FileHold to eliminate paper based processes and reduce client tax preparation time.

(PRWEB) April 28, 2010 -- URS Tax Inc. is a tax preparation and consulting firm providing the highest quality of tax and business advice to individuals and their businesses. URS Tax Inc. has office locations across the US serving thousands of satisfied clients with tax planning and business advice. From its inception the company has used technology and sophisticated planning tools to serve clients, improve efficiencies and manage costs.

The implementation of FileHold document management software now allows URS Tax Inc. to electronically store historical client tax files, various IRS forms and supporting documentation which must be maintained for many years. URS Tax Inc. President Nadav Kalai commented “the tax preparation business is burdened with paper that is printed, faxed and duplicated. For over 20 years, we have run our business moving paper files between desks and offices. We now share all the documents virtually, eliminating the shipping costs and lost productivity associated with paper.”

The FileHold document management system ensures that only authorized employees can access client related documents. Automated processes were put in place to deal with the very high volume of documents including an auto filing solution which transfers documents from the ta
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