Case Study: Packer Thomas achieves paperless general administration with Docsvault

Docsvault Helps the Packer Thomas, Cpa With General Administration and Increasing Security of Documents

Packer Thomas is a CPA and business consulting firm in the finance and accountancy industry. The firm needed help managing a large volume of sensitive client records, tax returns, and financial statements while improving general administration, and it turned to Docsvault for support.

Docsvault provided a document management solution with integrated scanning and OCR, PDF printing, MS Office and Windows Explorer integration, PDF assembly, version control, profiling, workflow routing, notifications, access control, audit trails, and backup and restore tools. The result was a more paperless office, less clutter and chaos, better general administration, and stronger protection of sensitive documents, though no specific quantitative measurements were provided.

Packer Thomas

James Tims

Supervisor