Client Case Studies
Consulting for Medical/ Construction/ Equipment Manufacturing
SourceLink eliminates redundant paper flow between CPA and clients
Accountant Finds SourceLink cuts down on paper and has the best customer service experience
Finance Manager at Non-Profit Organization is saving a tremendous amount of time with SourceLink
Embroidery & Digitizing
Customer finds SourceLink better than expected
CFO loves the fact that at any moment he can go back and immediately brings up a document from anytime in the past
Architect- Interior Design
Architect is able to backup and pull up any files and email them in like 20 seconds
Customer Finds SourceLink Better Than Expected
Marty Jones owns and operates Design Pro, an embroidery and digitizing business. Like so many others, he too ran into the problem of too much paperwork and all the problems that can arise from having to keep track of so many papers. Before trying the electronic solution to managing documents, Marty used file folders and file cabinets.
He had tried several other document management programs, but none of them fit what Marty was looking for. In an attempt to increase efficiency, Marty needed to find a better solution to his problem of too much paperwork. Because he was using QuickBooks, he was specifically looking for an add-on program that would improve efficiency in the way he managed documents.
Fortunately, Marty’s younger brother was familiar with SourceLink and other document management software, so he recommended SourceLink to Marty. Once Marty discovered SourceLink, he knew he had found a powerful program.
So far, Marty has been satisfied with the program, and the software has benefited his business. Marty adds, “SourceLink was very easy to learn. Customer support was extremely helpful.”
Marty found such features as being able to email support documents very helpful. He was confident in saying that SourceLink improved efficiency in his business. Marty actually found certain features of SourceLink to be better than he expected. Lastly, the well designed and easy to use interface allowed Marty to understand and use SourceLink in a very short amount of time.
SourceLink is a powerful program that will satisfy many of your business needs!