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Case Study: Davies & Associates achieves a paperless practice with Doc.It
A Doc.It Case Study
Davies & Associates - Customer Case Study
Davies & Associates, a Kingston, Ontario firm, was looking for a paperless solution to improve document management, archiving, PDF creation, and overall workflow. They evaluated other options such as CCH and CaseWare before choosing Doc.It’s DM and workflow software, including the Doc.It® Suite and Web Portal.
Doc.It implemented a digital document environment that organized files, improved access, enabled secure PDF editing and password protection, and supported remote work and secure emailing of financial statements. Davies & Associates reported stronger workflow, better storage, no lost documents in 10 years, and significant reduction in offsite storage, with five Doc.It licenses in use.
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