Ballard and Company went paperless with eFileCabinet in 2006, but before that they were packed in with paper.
“We had over 25 filing cabinets,” says Patrick. “Anything we needed, we had to copy for the client. When we were reviewing returns, we had to go through the original, make copies, and manually enter the information in…now we’re able to literally do everything paperless. It just flows. We don’t have to go pull a file. We scan the documents, and everything goes back to the client. Now we’ve only got 8 or 9 filing cabinets, and most of them are empty except during tax season. eFileCabinet really makes our job so much easier. I can’t imagine anybody functioning in this day and age not being paperless. If we had not gone paperless we would have 40 to 50 filing cabinets today.”
Patrick isn’t afraid of technology changes in the accounting industry; in fact, he was one of the first in his field to switch to a computerized tax program back in the day. When he started searching for a document management system, he knew he wanted one that wasn’t limited. When he found eFileCabinet, he knew it was exactly what his firm needed. “I looked at other programs and said, ‘Nope. Not even close. It’s too limiting.’”
Patrick Ballard, owner and CEO of Ballard and Company, is a 40+ year veteran of the accounting industry. His wealth of experience is combined with a unique understanding of the benefits and necessity of using modern technology in the accounting field. The result? A highly successful company that is able to compete for clients all over the country. When it comes to any department within their company, their commitment to excellence and service has helped attract clients and referrals from all parts of the country. “Here we are, a small firm from Arkansas, and we’re able to compete against major firms.” Patrick says. “In the tax arena, there are only a few firms that are able to offer the level of services in complex tax areas and issues that we can.” He adds that the head of the tax department has a Masters in Taxation from Denver University and is one the very best tax minds in the industry.