Himmelwright, Huguley & Boles, LLC
Himmelwright, Huguley & Boles, LLC (HHB) is an accounting firm that serves clients nationally, providing accounting services for a variety of businesses. Some of the areas include Government/Municipalities, Non-for-Profits, Construction, Real Estate Development, and more. They have two office locations, both located in Alabama.
Customer Background
Every year, HHB requests pertinent financial information and documentation from their clients to provide them with accounting services. Clients are currently required to email or otherwise transmit electronic documents to their representative at HHB. To streamline this process while including overall organization of financial document input, HHB required a secure online space for clients to upload materials integrated with their existing Content Management System, M-Files. HHB also required a system that would route those documents to the proper accounting project, notify the employee responsible for processing those specific assets and store the information for audit purposes.
HHB also uses a tool called the Commerce Clearing House (CCH) Axcess, a software used by tax preparers to process tax returns for their clients. The status of client tax returns in CCH Axcess is not shared with any other platform and isn’t easily tracked in the content management system. This caused a lot of wasted time trying to track it down.
About TEAM IM
TEAM IM is a global enterprise solutions and technology company. Utilizing best-in-class technologies to put unstructured data to work, TEAM IM has successfully implemented thousands of business solutions across a diverse spectrum of organizations of varying size and industry focus. TEAM IM’s offerings include expert professional services, managed services, custom development, and solutions in many areas, including Content Management, Records Management, Automation, Analytics, and Collaboration.
