Lutz and Carr CPAs LLP

“WE ARE MORE ORGANIZED AND FILES ARE EASILY ACCESSIBLE. I RECOMMEND DOC.IT.”

– Martin Berkowitz, Partner

OUR IT SOLUTION

We have an in-house IT person and an outside consultant. When we bought Doc.It Suite we spent a month getting the firm ready followed by 2-3 days of training.

THE ISSUES THAT FUELED MY DECISION TO INVESTIGATE DOC.IT

There was a ton of paper floating around the office; filing and locating documents was an issue.

THE PROCESS I FOLLOW THAT RESULTED IN THE DECISION TO BUY DOC.IT SUITE

The partners realize there is an issue we need to get ahead of. Regarding our adoption of Doc.It, we needed to get control of paper. From the point in time when we realized we have an issue to the point of buying software to resolve it can take approximately a year.

The process I usually follow:

• The partners reach a consensus that a solution is needed.
• We contact vendors and gather information.
• All partners demo the software at the same time.
• The partners agree on the best solution.
  WHAT HAS IMPROVED IN OUR FIRM SINCE THE ADOPTION OF DOC.IT SUITE
• We can now find our documents easily.
• We are more organized and files are easily accessible.
• I can answer clients quicker.
• We started with Doc.It two years ago and our paper room is only 1/3 the size it
  used to be.
  THE TOP REASONS WE RECOMMEND DOC.IT
• The transition to Doc.It was almost painless.
• You will be able to easily find documents and files.
• Everyone seems to be well-adjusted to using Doc.It.

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