Case Study: Kennedy McKee & Company improves file retrieval and turnaround time with Doc.It

A Doc.It Case Study

Preview of the Kennedy McKee & Company Case Study

Kennedy McKee & Company - Customer Case Study

Kennedy McKee & Company, a Dodge City, Kansas accounting firm, needed a better way to organize and retrieve tax and audit files while preserving the efficiency of its existing paper-based workflow. They use Doc.It along with ProSystem fx Engagement, UltraTax CS, and related tools to manage their document workflow and client files.

Doc.It helped Kennedy McKee & Company duplicate its paper system in a digital format using Doc.It Binders, the Doc.It Archive, and Advanced Forms Recognition (AFR) for scanning and bookmarking documents by type. The firm reports that files no longer go missing, retrieval is much easier from anywhere, and average turnaround time is less than two weeks, often just one week. Doc.It also improved staff productivity, reduced paper volume, and supports real-time processing and disaster recovery through Xcentric.


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