Case Study: Mengali Accountancy achieves paperless, streamlined workflows and faster audits with DocuWare

Mengali Accountancy, a boutique accounting firm in Northern California, implemented DocuWare to streamline their work processes and become a paperless office

Mengali Accountancy, a boutique CPA firm in Healdsburg, CA, faced slow, paper‑based workflows, time‑consuming filing and audits, staffing inefficiencies and a need for stronger fraud prevention. The firm’s challenge was to go paperless while improving client service, reducing mundane tasks and protecting document integrity.

In 2007 Mengali implemented DocuWare on‑premises, scanning and indexing incoming mail, routing documents with electronic stamps and using role‑based controls and uneditable originals to prevent fraud. Adding DocuWare Web Client gave clients secure online access and the Intelligent Indexing Service automated metadata entry; the firm now processes 66% more documents, has saved hundreds of audit hours, freed senior accountants for higher‑value work and gained a scalable, transparent system.

Mengali Accountancy

Renee Mengali

President and Owner