Testimonials

GoFileRoom

Moving Forward with Seamless Integration

Burr Pilger Mayer (BPM), a 350-person accounting and business consulting firm in California, is improving document management and workflow with GoFileRoom. As the premier integrated document management, workflow and scanning solution, GoFileRoom is a critical component for accounting firms making the move to paperless processing.

"By the end of 2006, we had grown from two to four offices and needed to access our documents from all locations," said partner Marc H. Berger. "We used GoFileRoom as a focal point to develop uniform workflow and document management best practices at all four offices."

Through the convenience of a web-hosted solution, GoFileRoom provides the staff at Burr Pilger Mayer with the ability to access information no matter where they are—at work, home or on the road. And the security and back-up protection available through GoFileRoom's data centers guarantees the safety and integrity of their files while shifting the IT burden to an outside vendor. Additionally, GoFileRoom offers increased organization and timesaving integration with core applications.

"Our files are indexed automatically as we scan them in, saving time and keeping us organized. With documents indexed and easily accessible, we can fulfill a client's request for information in seconds via email or fax," said Berger. "And through integration with our core accounting applications, GoFileRoom centralizes all information, making storage and retrieva effortless."

With the accounting profession moving toward paperless processing, Burr Pilger Mayer considers its implementation of GoFileRoom to be the keystone of this initiative at their firm.

"The GoFileRoom interface is generations ahead in its functionality," Berger continued. "We will soon be implementing GoFileRoom's client portal. This will allow clients to simply log in through a secure website to view their documents. The time and money saved from the reduction in paper filing and mailing is significant. And since implementing GoFileRoom, there are no more paper cuts or ink stains!"

Verifying its position as a cutting edge accounting firm, Burr Pilger Mayer is part of the Leading Edge Alliance, an alliance of major, independently owned accounting and consulting firms around the globe that share an entrepreneurial spirit and a drive to be the premier providers of professional services in their chosen markets.

About Burr Pilger Mayer

Burr Pilger Mayer (BPM) is a 350-person accounting and business consulting firm with offices in San Francisco, San Jose, Palo Alto and Walnut Creek. BPM has more than a 20 year history providing a full range of services, from the traditional services of tax preparation and planning, and assurance services and audits, to business consulting services for all ages of an organization from start-up to process improvement, to bankruptcy and turn‑around.

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