Case Study: LublinSussman Group achieves paperless efficiency with Doc.It

With doc.It, you will never have a problem their team provides fast turn-around and great customer service

LublinSussman Group, LLP, a Toledo, Ohio accounting firm, was looking to move away from paper-based file management and needed more than the limited document storage they were getting from Lacerte DMS. After evaluating other options, including CCH and Thomson, they chose Doc.It® Suite to support a more efficient digital workflow and better client service.

With Doc.It, LublinSussman Group implemented front-end scanning into Doc.It Inbox and began working digitally from there, backed by webinar-based training and responsive support from Doc.It. The firm eliminated its paper file room, freed up an employee who had been dedicated to filing, improved the speed of retrieving client tax returns, and reduced paper and printing costs, while also benefiting from 21 Doc.It licenses.

LublinSussman Group, LLP