Case Study: CPA Group of Laramie improves document management and storage with Doc.It

CPA Group of Laramie - Customer Case Study

CPA Group of Laramie, a Wyoming-based accounting firm, was struggling with an unstable document management setup. Their Thomson Reuters FileCabinet module frequently froze and crashed, and a self-built server-based emulation of FileCabinet proved fragile when folders were accidentally moved, exposing major risks to their storage and workflow.

The firm implemented Doc.It Suite from Doc.It with help from their IT firm and Doc.It support, including server preparation, installation, and testing. Doc.It delivered improved document management and storage, with scan-and-shred workflows replacing manual paper boxing and storage runs, saving significant administrative time. The firm reported 100% improvement in document management and storage, along with faster retrieval, easier filing, and strong tech support from Doc.It.

CPA Group of Laramie

Terrie Anderson

Office Manager