Case Study: MJD Advisors cuts report prep time with Portant

How MJD Advisors Spent 50% Less Time on Manual Reports

MJD Advisors, a CPA firm specializing in SOC 2 examinations for technology companies, faced significant inefficiencies in its document workflow. The manual process of creating large, templated reports was error-prone and time-consuming, creating a major bottleneck that prevented the firm from scaling its services. To address this challenge, MJD Advisors turned to document automation software from Portant.

By integrating Portant's software, MJD Advisors automated its report preparation. The solution seamlessly pulled data from their CRM and generated customized reports using Google Docs templates, drastically reducing manual effort. This implementation by Portant yielded substantial results, including a 40% reduction in report preparation time and a 30% increase in overall efficiency, allowing the firm to scale its services and deliver higher quality reports to its clients.

MJD Advisors

Mike DeKock

Founder