Case Study: Joseph P. Handy CPA PLC streamlines document management with Doc.It

Doc.it Is Not Just Another Desktop Application For Us We Embrace It As The Platform We Practice Accounting On

Joseph P. Handy CPA PLC, a North Miami accounting firm, was looking for a more organized and efficient way to work, along with a business platform and archive system to replace its traditional paper-based process. After researching document management options, the firm chose Doc.It’s document management suite to better manage client files and completed engagements.

With Doc.It, Joseph P. Handy CPA PLC moved every document into the Doc.It Binder for day-to-day work and the Doc.It Archive for final storage, making the platform the foundation of its accounting practice. The firm eliminated off-site storage in less than three years, improved client responsiveness and field work, and reported that it has never lost a document since implementing Doc.It in 2008.

Joseph P. Handy