Case Study: Cassell & Hendricks, CPA PA streamlines paperless document management with Doc.It Suite

Cassell & Hendricks, CPA PA - Customer Case Study

Cassell & Hendricks, CPA, PA, a South Carolina accounting firm, needed a better way to manage growing volumes of client documents and avoid the annual burden of shuffling paper and tracking down files. They evaluated accounting technology through research, demos, and peer insights, and ultimately chose Doc.It Suite to support their paperless transition.

With Doc.It, Cassell & Hendricks implemented a flexible, intuitive document management solution that works alongside their other accounting applications, including UltraTax, Accounting CS, and QuickBooks. The firm reported no new paper client work papers since 2015, no files transferred into storage this year, substantially lower office and storage costs, faster document access, and improved efficiency; they also praised Doc.It’s pricing, PDF Editor, and responsive support.

Cassell & Hendricks, CPA PA

Branden Daniels

CPA, Partner