Case Study: Arsement Redd & Morella achieves faster document access and paperless efficiency with Doc.It

Arsement Redd & Morella - Customer Case Study

Arsement Redd & Morella, a traditional accounting firm in Lafayette, Louisiana, needed a better way to manage documents in a mixed “best-of-breed” software environment while supporting a controllership-by-the-hour model for small business clients. The firm partnered with Doc.It and adopted the Doc.It Suite to improve document accessibility, streamline scanning, and reduce reliance on paper and administrative handoffs.

With Doc.It, the firm implemented a mixed scanning workflow using shared high-speed scanners, document recognition, and the Doc.It Binder and PDF Editor for organizing and annotating files. The results were significant: offsite storage was cut by 50% and was expected to reach zero within two years, document retrieval became immediate, and the firm could respond to an IRS notice with requested records in 30 minutes. Doc.It also helped standardize procedures across the firm and made documents accessible to multiple staff members at once.

Arsement Redd & Morella