Case Study: EPR Gordon C Ferguson & Co. achieves greater efficiency and paperless workflows with Doc.It

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Your Processes Can Absolutely Be Improved Doc.it Helped Us to See Where We Were and Were Not Efficient

EPR Gordon C Ferguson & Co. PC, a paper-based accounting firm in Slave Lake, Alberta, wanted to improve efficiency and move toward a paperless environment. After being referred to Doc.It, they evaluated the Doc.It® Suite alongside CaseWare ProFile Tax to address the time and money wasted by manual paper processes.

Doc.It implemented digital document management and Workflow, giving the firm instant access to files, better visibility into work-in-process, and a more standardized process for handling tasks. The firm reported that information is now easy to find, jobs and file status are visible at a glance, and staff are far more efficient after the initial scanning and rollout period, with 21 Doc.It licenses in use.


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