Case study · Accounting firm
OG CPA: automatic email sorting and search with one simple question
Project delivered for a 3-partner firm with no administrative assistant, right inside Outlook and OneDrive.
Before
3 partners. No administrative assistant. About 90 emails a week.
At OG CPA, a Quebec accounting firm, the partners do all the admin work themselves. New prospects, file follow-ups, questions: everything arrived mixed together in the same inbox.
Information was scattered across emails and hundreds of documents in OneDrive. Looking for the right document took time they weren’t spending with their clients.
What OnPremia delivered
Emails read, understood and sorted in Outlook
Documents found in OneDrive with one question
Social insurance numbers and business numbers are masked before any processing.
And for you?
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