Case Study: Weiler & Company achieves secure archive storage and file transfer with Doc.It

Doc.it Addresses Our Firm’s Biggest Concerns Archive Storage & Secure File Transfer

Weiler & Company, an accounting firm in Guelph, Ontario, was looking for a better way to manage archive storage and enable secure file transfer. They chose Doc.It, using Doc.It Suite, the Doc.It Web Portal, and Doc.It Agent, because it fit their need for flexible pricing, no long-term contract, and integration with CaseWare.

With Doc.It, Weiler & Company created a searchable, secure long-term archive in PDF format and used the Web Portal for secure client communication and file exchange, including large QuickBooks files. The firm said Doc.It eliminated concerns about future access to archived documents and improved day-to-day adoption across the practice; they implemented it so everyone in the firm uses it weekly, with 27 Doc.It licenses in place.

Weiler & Company