Case Study: Lapp, Fatch, Myers and Gallagher improves client service and document access with Doc.It Suite

Lapp, Fatch, Myers and Gallagher - Customer Case Study

Lapp, Fatch, Myers and Gallagher, a California accounting firm, needed a replacement for Intuit DMS and a better way to manage documents without relying on a cloud platform that would require stronger, more consistent bandwidth than their agricultural-area infrastructure could support. Firm administrator Pat Malvarose evaluated options by researching online, consulting peers, and reviewing product fit for network and hardware requirements, ease of use, and integration needs.

The firm chose Doc.It Suite from Doc.It, implementing 17 licenses to provide a more affordable, user-friendly document management solution with small resource requirements and historical versioning. As a result, Doc.It improved client service time, made documents easier to find, increased staff confidence in backups, and standardized folder hierarchy, while also earning praise for excellent technical support.

Lapp, Fatch, Myers and Gallagher

Pat Malvarose

Firm Administrator