Case Study: BDO Canada saves $1.65 million with Templafy

How document automation saved BDO Canada $1.65 million in one year

BDO Canada, a leading professional services firm with 80+ offices across Canada, was struggling with inconsistent document creation, scattered templates, outdated systems, and compliance risks across teams and business lines. With each office and department working differently, employees spent too much time searching for the right files and fixing formatting and branding errors.

Templafy helped BDO Canada centralize document creation with a scalable, Microsoft Office-integrated platform that automated templates, branding, formatting, and compliance checks. The firm consolidated engagement letter templates from 24 down to 4, built a centralized library of 600+ templates, and generated over 120,000 documents in a year—saving about $1.65 million in time and manual effort.

BDO Canada

Brion Hendry

Partner and Assurance Innovation Leader