Case Study: Lorenz & Currie CA achieves greater efficiency with Doc.It Suite

Lorenz & Currie CA - Customer Case Study

Lorenz & Currie CA, an accounting firm in Alberta, Canada, wanted to improve efficiency and reduce reliance on paper files. As their document volume grew, they needed a better way to store, retrieve, and manage client information, and they began evaluating accounting technology after hearing about Doc.It from a conference speaker.

They implemented Doc.It Suite with support from a third-party IT provider, including a server upgrade to stay eFile compliant. With Doc.It, Lorenz & Currie CA gained immediate access to files through Archive Explorer, reduced paper files significantly over two years, and improved retrieval speed for client information. The firm also noted major space savings and lower long-term costs, making Doc.It an effective efficiency upgrade.