Case Study: Buller, Wuite, Olsson & Rosenberg, PC Improves Tax Prep Efficiency with Doc.It

Buller, Wuite, Olsson & Rosenberg, PC - Customer Case Study

Buller, Wuite, Olsson & Rosenberg, PC, an Oregon accounting firm, was looking for a better way to manage tax document filing and workflow. The firm wanted to reduce the time and steps required to get tax documents into folders, improve document management, and add a web portal and folder-locking capabilities. They were evaluating new accounting technology and tax automation tools when they discovered Doc.It.

Doc.It implemented its Doc.It Suite for document management and workflow, along with scanning and OCR features. The firm says Doc.It improved its tax prep process, made workflow easier to use, and increased overall efficiency by enabling pre-scanning of tax returns and freeing up accounting staff for other work. The result was faster movement of jobs through the office and a quicker close to tax season, with 14 Doc.It licenses deployed.

Buller, Wuite, Olsson & Rosenberg, PC

Bobbie Rosenberg

Certified Public Accountant