Case Study: Feldstein & Associates LLP improves document security and workflow with Doc.It Suite

Feldstein & Associates LLP - Customer Case Study

Feldstein & Associates LLP, an Ontario, Canada accounting firm, wanted to move toward a paperless environment and needed a more secure way to store documents. Before adopting Doc.It, the firm kept digital files on a network where there was a risk of accidental deletion. After researching options, including demos and peer recommendations, they selected Doc.It Suite.

With Doc.It Suite, Feldstein & Associates LLP improved document security, streamlined its T1 workflow, and reduced the need to track down paper files. The firm also benefits from CaseWare batch printing for assurance engagements, the AFR process for T1 files, and a web portal for more secure document exchange. Doc.It reports the firm uses 18 licenses, and the customer says the solution has made file handling easier and more efficient.

Feldstein & Associates LLP

Judy Burgess

Accounting Tech and Office Administrator