Case Study: Byfields achieves digital workflow transformation with DocsCorp's pdfDocs

Accounting firm, Byfields, deploys pdfDocs to enable the move to digital workflows

Byfields, a large Western Australian CPA firm serving rural, commercial and specialist clients, needed a cost-effective way to move from paper to digital workflows—enabling staff to create, edit and scan PDFs, collate multi-format client documents and integrate with their MYOB Document Manager—without the prohibitive cost of deploying Adobe Acrobat firm-wide. After piloting alternatives, they selected pdfDocs from DocsCorp to meet those requirements.

DocsCorp’s pdfDocs integrated out of the box with MYOB Document Manager and added Organiser Project and electronic binder features that let staff combine, edit, OCR, redact, apply security and save single, client-centric PDFs directly into MYOB. With an Office-like interface that reduced training and workflows that cut significant mouse clicks, pdfDocs delivered measurable efficiency gains, enabled a cost-effective firm-wide rollout and positioned Byfields to adopt digital signatures, redaction and electronic binders more broadly.

Byfields

Mike Cornforth

IT Manager