Case Study: Urish Popeck & Co. boosts efficiency and profitability with Doc.It

Doc.it Has Helped To Improve Staff Efficiency

Urish Popeck & Co., LLP, a State College, Pennsylvania accounting firm, was looking to move from a paper-based workflow to a more efficient way of handling client files and tax documents. With the volume of records and the need to quickly retrieve prior-year returns, their manual process made it difficult to respond fast, especially when clients needed documents immediately.

Using Doc.It® Suite, Urish Popeck & Co. digitized its document management and archive processes, greatly improving access, standardization, and backup security. Doc.It helped the firm achieve a 20% to 30% improvement in staff and manager efficiency, reduce offsite storage, and enable employees to complete more jobs and serve more clients, which boosted profitability.

Urish Popeck & Co., LLC