Consultancy gains immediate access to 30 years of complex sales tax information

With a new enterprise information management solution, Interstate Tax Strategies has reduced by up to 50 percent the non-billable hours employees spend locating information needed to answer clients’ sales tax-related questions. GT Solutions International (GTSI) has deployed M-Files document management software for the sales tax consultancy.

Ned A. Lenhart, president of Interstate Tax Strategies, says, “Time is money. I can’t spend an afternoon looking for information about a project that I did for a client two years ago hoping I can remember their name. Now I can enter keywords and in a minute or two, I have everything that I need.”

Interstate Tax Strategies provides regulatory compliance advisory services about state and local tax issues to businesses worldwide. When a new client calls with questions, the sales tax consultancy needs to be able to find the answers quickly. M-Files uses sophisticated metadata tagging to locate and deliver needed information quickly and easily, according to GTSI.

Using M-Files, Interstate Tax Strategies tagged each of its client documents not only by name but also by topic, state and industry, giving the sales tax consultancy near instant access to more than 30 years of records detailing the intricacies of interstate sales tax.