Case Study: Fulvio & Associates improves document management and workflow with Doc.It

Doc.it is Customizable, Easy to Learn and Teach

Fulvio & Associates, a New York accounting firm, was using a well-known document management system before turning to Doc.It because it could not be customized to fit the firm’s needs. The team also wanted software that would be easy to learn and simple to teach, especially with many older employees who were not very computer savvy. The firm used the Doc.It Suite along with Thomson UltraTax CS, Thomson Engagement CS, and QuickBooks Pro.

With Doc.It, Fulvio & Associates implemented customizable document management and workflow processes that could be adjusted after deployment as the firm learned what worked best. Doc.It helped the team organize folders, improve workflow, and store documents in a consistent, easy-to-find way, reducing the problem of scattered files. The firm reported that training went much more smoothly than expected, with one department at a time bringing the whole office up in about one week, and that Doc.It’s flexibility meant they were no longer “stuck” with a rigid system.

Fulvio & Associates