Written by Sarah Kellison on July 28th, 2011
COO of RIA & Tax Firm Talks Laserfiche
Al Hewitt Inc./Hewitt Financial Group (HFG), headquartered in Palmdale, CA, is a combination fee-only Registered Investment Advisor (RIA) and tax preparation firm serving 6,000 clients between its two offices in Los Angeles and Ventura Counties. Here’s a bit of what HFG’s Chief Operating Officer, Ali Mroue, had to say about the firm’s first tax season with Laserfiche:
- “We looked at a few solutions, and they all did things in their own way. Only Laserfiche offered the flexibility to develop our own folder structures and templates—and we’d be able to change them depending on requirements without calling in a consultant.”
- “Plus, we required that Laserfiche integrate with our Microsoft Dynamics CRM and Intuit Lacerte tax software, as well as send Microsoft Office documents directly to Laserfiche. We wanted everything to mesh together, other systems either didn’t integrate, or if they did, it was going be complicated and expensive.”
- “Operationally, we had the best tax season ever, especially for me since I could monitor every detail of the business and everyone’s performance from my screen.”
About the author: Sarah Kellison
Sarah is a Communications Specialist at Laserfiche.
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