Rozovics Group, LLP
“WE STARTED WITH DOC.IT FOR STANDARDIZATION AND ARCHIVING TO HELP US ENSURE A SMOOTH TRANSITION OF CLIENTS WHEN PARTNERS RETIRED. A BONUS FOR OUR FIRM HAPPENED WHEN WE IMPLEMENTED DOC.IT WORKFLOW LAST YEAR; WE USED WORKFLOW THROUGH THE TAX SEASON.”
OUR IT SOLUTION
We have an in-house IT manager, who also runs an IT business out of our location. The installation of Doc.It was a team effort. We spent time with a Doc.It team member to prepare our legacy files for migration into Doc.It. Our IT manger was involved in the one-day migration of our legacy files from FileCabinet into Doc.It.
Comments from our in-house IT manager:
The initial installation and coordination was not time-consuming, perhaps 4- to 5-hours for the install and two hours of coordination. The migration from FileCabinet to Doc.It was a piece of cake for me, Doc.It did all the work; I just got them into our server.
I had to read and understand the IT requirements, which took another 2- to 3-hours. Post installation is where you might run into training glitches or software glitches. When this happens, you relay the issue to Doc.It support and it gets fixed. Having a Doc.It project champion team member helped us work through the glitches as we got up to speed.
THE PROCESS I FOLLOW THAT RESULTED IN THE DECISION TO BUY DOC.IT SUITE
My father founded our firm 40 years ago; we anticipated he and other partners would be retiring. This impacted our decision to investigate ways to improve our firm to make the transition of clients easier.
We were using FileCabinet; its storage started getting larger every year, there were a lot of documents in it. The issue we were having centered on FileCabinet allowing different methodologies and file structures to be used by different partners. We knew it would be difficult for the next partner to take over a client when a partner retired.