Case Study: Collins Barrow achieves standardized, efficient document management with Doc.It

The Standardization Brought Into Our Firm As A Result Of Using Doc.it Was By Far The Greatest Benefit

Collins Barrow LLP, a Vaughan, Ontario accounting firm, was managing documents with a mix of Xerox SoftScan, PaperPort, and manual Windows folder filing. The firm needed better document organization, easier retrieval, and a more standardized process, especially as paper files and inconsistent filing conventions were creating inefficiencies and risk.

Doc.It implemented its Doc.It Suite with a training and implementation plan and a direct link to CaseWare, helping Collins Barrow standardize filing, distinguish between published and unpublished documents, and move toward digital workflows. The firm phased out its paper file room, repurposed the space for centralized administrative file handling, improved searchability and consistency, and increased efficiency and capacity to take on more clients with confidence.

Collins Barrow