Case Study: Donald M. Grefe, CPA achieves a paperless, efficient workflow with Doc.It Suite

Donald M. Grefe, CPA - Customer Case Study

Donald M. Grefe, CPA, a Texas-based firm owner, wanted to become more efficient, reduce paper, and work remotely without hauling files around. After considering other document management options, he chose Doc.It because it offered an independent solution for managing accounting documents and gave him confidence that his data would remain accessible if he ever changed systems.

Doc.It implemented Doc.It Suite, with only a small amount of IT support needed for installation and setup. The results were significant: the firm became nearly paperless, stopped storing paper files, and eliminated the need to take files home. Grefe also noted that since adopting Doc.It Suite in 2013, file shelves are now almost empty and old records are only retrieved from storage when needed, showing clear gains in workflow and document management efficiency.

Donald M. Grefe, CPA

Don Grefe

Certified Public Accountants,Owners