Case Study: MJD Advisors cuts manual report prep time by 40% with Portant

MJD Advisors cuts report prep time by 40% with Portant

MJD Advisors, a CPA firm led by Mike DeKock, was struggling with a manual and error-prone process for creating large, templated IT audit reports. This inefficiency was a major bottleneck that prevented the firm from scaling its services and caused frustration for its team. They turned to Portant's document automation software to address this challenge.

By integrating Portant, MJD Advisors automated a large portion of their document preparation. The software seamlessly pulled data from their CRM to generate customized reports using Google Docs templates, drastically reducing manual effort. This solution led to 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