Testimonials

Featured Case Study

Hyatt Lassaline LLP - Our Firm uses a Best-of-Breed Collection of Software

WE GAINED CONSISTENT FILE ORGANIZATION AND THE ABILITY TO INSTANTLY RESPOND TO CLIENT REQUESTS

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HYATT LASSALINE LLP has five partners and 23 staff. Our business breaks down to 20 percent in tax and 80 percent in accounting. In accounting we do 25 percent audits, 25 percent reviews and 50 percent Notice to Reader (compilations). We pride ourselves on being known as the firm that cares about our clients. We earned this reputation by being responsive and available to clients while also taking every client issue seriously, regardless of how big or small it is. It matters to a client that every issue is handled professionally and with care.

 

WHY WE SOUGHT OUT DOCUMENT MANAGEMENT SOFTWARE
  1. Files were not being organized in a consistent way and documents would end up in a pile somewhere not yet filed, especially if the documents were a special project, and
  2. Responding to client requests was difficult if files could not be quickly located.

Before we brought Doc.It® Suite into our practice, documents were organized and filed in many different ways depending on who was handling each one. Every partner seemed to have a personalized way of organizing Windows folders. Filing documents in a consistent way was a challenge. For example, when Articles of Incorporation would come into the firm, it might have taken months to put them into the actual file. Some of the challenges this issue posed were files not being current and stacks of documents piling up. We no longer have this issue because with Doc.It® digital documents arrive – and paper documents are scanned in – and land in the receptionists' Doc.It® Inbox, the temporary storage location. Once documents drop at this location, they are easily shifted into other binder systems like Fx Engagement or CaseWare. Our receptionists are very efficient with filing because they do not like to see files residing in their Doc.It® Inbox for very long.

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Efficiency, File Organization, and Easy Delivery to Clients

OUR FIRST BUSY SEASON WITH Doc.It® WAS ABSOLUTELY PERFECT

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KD BEAUSOLEIL CERTIFIED GENERAL ACCOUNTANTS has seven employees and just completed their first busy season using Doc.It® Suite. Prior to adding Doc.It® Suite to his firm, Kevin Beausoleil realized in this field firms are demanding advancement with technology, the future is paperless. Kevin spoke with other firms and had heard they liked the Doc.It® Suite, which ultimately moved him to choose Doc.It® for his firm. Additionally, Kevin had researched Doc.It® and liked what he saw.

 

"I realized with Doc.It® Suite, the efficiency I was seeking would be there," commented Beausoleil. "We have had Doc.It® Suite in our firm through one busy season, it was absolutely perfect. The efficiencies are even better than I thought they would be."

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Our Firm Uses a Best-of-Breed Collection of Software Applications

EVERY DOCUMENT IS EASILY ACCESSIBLE AND AT YOUR FINGERTIPS

This case study was completed by John Higgins, CPA, published in May, 2012 by CPA Practice Advisor. Download PDF

ARSEMENT, REDD & MORELLA, LLC www.cpa-arm.com operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a 'controllership by the hour' approach. A cornerstone of their original business model is to focus on providing services that clients want, rather than what they need. The firm just celebrated its 25th anniversary with all of the original partners.

 

A mixed array of applications are used at the firm including: Lacerte tax software, QuickBooks, Peachtree and MAS 90 for client accounting, Thomson Reuters Trial Balance and Engagement CS applications for assurance and entity tax engagements and ProFx Practice Management. Therefore, their selection of Doc.It® was chosen as the optimal solution due to its ability to work in a mixed application, or 'best of breed' environment. They are in their third year of using Doc.It®.

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Document Security, Accessibility, and Minimal Downtime in the Wake of Disaster

ONLY 48 HOURS AFTER UNIMAGINABLE CHAOS AND DESTRUCTION, A PAPERLESS OFFICE EMERGES READY TO SERVE CLIENTS

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CASPER, WYOMING When you think about disaster recovery, it’s difficult to imagine circumstances surrounding a tragic accident involving a pickup truck crashing through your business offices. Yet, for Grooms & Harkins, P.C., May 3rd, 2011 marks a day in history when this unimaginable chaos became their reality.

 

With only 4 of their 14 people in the office on that day, Grooms & Harkins P.C. was fortunate no one in their office was hurt. What makes this story extraordinary is that only 48 hours after this event, they were able to continue with the business of running their accounting firm and serving client needs.

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A Paperless Document Management Vision Became a Reality

Work Productively from Almost Anywhere

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CLEARWATER, FLORIDA Ten years ago, I envisioned working productively from almost anywhere. I wanted to make life easier during busy season by being able to go home and have dinner with my family and then be able to work seamlessly into the evening hours from my home office. Since then our firm transitioned to paperless DM with Doc.It®, and today, it is such a joy to actually have the capability to work effectively in this way.

 

Some of the most profound changes I have noticed is that tax season has become much easier because I am working in the way I want to work. I don’t have to jump up from my desk to find a needed file, retrieving files such as client tax returns, financial statements, Workpapers, correspondence, engagement letters and billings, happens in a few mouse clicks.

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