Case Studies

Demers Beaulne

Demers Beaulne, referred to Doc.It by BHD Affiliation, has 148 licenses and relies most heavily on Doc.It Suite, CaseWare Working Papers, CCH Tax Prep and Microsoft Dynamic CRM.

Baker Tilly

Baker Tilly has 70 licenses and relies most heavily on Doc.It, CaseWare, ProFile/Intuit, and CCH fx Practice.

Urish & Popeck

Urish Popeck & Co., LLP has 60 licenses and relies most heavily on Doc.It, CaseWare, CCH ProSystem fx, Peachtree and QuickBooks.

Lutz and Carr CPAs LLP

Lutz and Carr CPAs LLP has 50 licenses and relies most heavily on Doc.It, ProSystem fx Tax and ProSystem fx Engagement

Fulvio & Associates

Fulvio & Associates has 46 licenses and relies most heavily on Doc.It, Thomson UltraTax CS, Thomson Engagement CS and QuickBooks Pro.

Arsement Redd & Morella

Arsement Redd & Morella has 45 licenses and relies most heavily on Doc.It, Lacerte Tax, Thomson Reuters Trial Balance, Engagement CS and QuickBooks.

Leckie & Associates, LLP

Leckie & Associates, LLP has 43 licenses and relies most heavily on Doc.It, CaseWare, CCH TaxPrep and CaseWare Time.

Weiler & Company

Weiler & Company has 27 license and relies most heavily on Doc.It, CaseWare and CCH Tax Prep.

Hyatt Lassaline LLP

Hyatt Lassaline LLP has 24 licenses and relies most heavily on Doc.It, CaseWare and CCH Tax Prep.

EPR Gordon C Ferguson & Co. PC

EPR Gordon C Ferguson & Co. PC has 21 licenses and relies most heavily on Doc.It and CaseWare Proflie Tax.

Woodman White Olson & Co., LLP

Woodman White Olsen & Co., LLP has 20 licenses and relies most heavily on Doc.It, CaseWare, Profile/Intuit Tax and Jazzit.

CPA Group of Laramie

CPA Group of Laramie has 20 licenses and relies most heavily on Doc.It, UltraTax CS and QuickBooks

Rozovics Group, LLP

Rozovics Group, LLP has 19 licenses and relies most heavily on Doc.It and UltraTax CS

Kennedy McKee & Company

Kennedy McKee & Company has 19 licenses and relies most heavily on Doc.It, CCH fx Engagement, PPC Binder, UltraTax CS and Practice CRM.

Grooms & Harkins

Grooms & Harkins has 19 licenses and relies most heavily on Doc.It, Lacerte Tax, Practice CS and RTG Time & Billing.

Feldstein & Associates LLP

Feldstein & Associates LLP has 18 licenses and relies most heavily on Doc.It, Thomson Reuters DT Max, CaseWare and CanTax FormMaster

Lapp, Fatch, Myers and Gallagher

Lapp, Fatch, Myers and Gallagher has 17 licenses and relies most heavily on Doc.It, CCH ProSystem fx, QuickBooks Enterprise and CCH Trial Balance

Buttle and Tavano

Butle and Tavano has 13 licenses and relies most heavily on Doc.It, CaseWare, ProFile/Intuit and TPS Time & Billing.

Lorenz & Currie CA

Lorenz & Currey CA has 12 licenses and relies most heavily on Doc.It, TaxPrep, Sage and QuickBooks

Donald M. Grefe, CPA

Donald M. Grefe, CPA has 9 licenses and relies most heavily on Doc.It and UltraTax CS

Carrie Ware & Company

Carrie Ware & Company has 9 licenses and relies most heavily on Doc.It, CaseWare, Profile Tax and DT Practice.

Brown LLP

Brown LLP has 8 licenses and relies most heavily on Doc.It, TaxPrep, QuickBooks and Sage 50

Joseph P. Handy

Joseph P. Handy has 5 licenses and provides accounting, tax preparation and tax consulting services.

Davies & Associates

Davies & Associates has 5 licenses and relies most heavily on Doc.It, CaseWare and Profile Tax.

Cassell & Hendricks, CPA PA

Cassell & Hendricks has 5 licenses and relies most heavily on Doc.It, UltraTax CS, Accounting CS and QuickBooks