Case Study: Carrie Ware & Company boosts paperless efficiency with Doc.It

Carrie ware & company the wow-factor for the client is apparent

Carrie Ware & Company, a British Columbia accounting firm, was looking for a paperless document management and workflow solution that could properly distinguish between finalized, archived documents and work-in-process files. After comparing options like Practice CS and DT Tax, they chose Doc.It because it better matched their need for organized, published, and searchable document handling.

With Doc.It Suite, Carrie Ware & Company streamlined file prep, improved document retrieval, and reduced paper handling across the firm. The vendor’s drag-and-drop filing, search, and backup-friendly workflow helped staff find files twice as fast, cut time spent working on files by 20%, and deliver a clear client “wow-factor” by sending completed files almost immediately.

Carrie Ware & Company