Case Study: Grooms & Harkins boosts tax-season productivity with Doc.It

Doc.it Has Made For A Much Easier Close To The Tax Season

Grooms & Harkins, a CPA firm in Casper, Wyoming, needed a better way to manage tax-season workflow, paper files, and growing client volume. Before using Doc.It, the firm relied heavily on paper files, printed backups, and manual organization, which slowed the review process and made it difficult to find information quickly.

Doc.It implemented its Doc.It® Suite to digitize and standardize file handling, improve front-end workflow, and reduce dependence on paper. As a result, Grooms & Harkins handled an acquisition that added 125 tax returns and increased firm volume by 15% without adding staff, cut paper consumption by two-thirds, eliminated nearly all call-backs, and avoided buying any new filing cabinets.

Grooms & Harkins