Industry:
Accounting
Use Case:
Accounting Document Management
Client Business Description
Managing a Large Volume of Accounting Documents
Mattina, Kent & Gibbons, P.C. is an accounting organization using Docsvault as its main document management program.
According to Scott M., CPA, the organization manages thousands of files, making easy document access and retrieval an important part of its day-to-day document management.
The ability to create and customize the file structure to suit the organization’s preferences also helps provide a more organized way to manage its documents.
We are very satisfied with the program, it is our main document management program and has thousands of files, all easily accessible in just a minute or two, really a time saver.
How we helped
Making Thousands of Documents Easier to Access
Docsvault provided Mattina, Kent & Gibbons, P.C. with a dedicated document management system for organizing and accessing its files.
Scott highlighted the ability to create and customize the file structure according to the organization’s preferences, as well as the ease of finding documents.
With thousands of files managed in Docsvault, the organization reported that documents could be accessed within a minute or two, making document retrieval a significant time saver.
The system also supported practical document handling needs, including exporting documents to PDF and printing them when needed for meetings or projections.
Key Capabilities
Customizable File Structure
Docsvault allowed Mattina, Kent & Gibbons, P.C. to create and customize its file structure according to its preferences.
Document Search and Retrieval
The ability to search and retrieve documents easily was one of the benefits highlighted in the review, helping users access information without spending unnecessary time searching for files.
Searchable Document Text
Docsvault provided searchable text capabilities for documents. Scott noted that conversion to searchable text could sometimes be slow, but also indicated that software updates typically addressed issues when they occurred.
PDF Export and Printing
The system allowed users to export documents to PDF or print them when needed for meetings and projections.
Accessible Document Repository
With thousands of files managed in Docsvault, the organization reported that its documents remained easily accessible, with files generally available within a minute or two.
Results
More Than Two Years of Use
After more than two years of using Docsvault, Mattina, Kent & Gibbons, P.C. described the platform as its main document management program.
The organization manages thousands of files in the system and reported that these files are easily accessible within a minute or two.
The customizable file structure also allows the organization to organize documents according to its preferences, while document search makes finding information easier.
The Takeaway
A Document Management System Built Around Accessibility
For accounting organizations managing thousands of files, document management is not only about storing information. Employees also need to be able to find and access documents when they need them.
Mattina, Kent & Gibbons, P.C.’s experience highlights the value of a customizable file structure, searchable documents, and quick access to stored information.
For organizations managing large volumes of accounting documents, a dedicated document management system can help create a more organized and accessible way to manage business records.
How Docsvault Can Work for Your Organization
Accounting firms and finance teams often manage large volumes of documents that need to remain organized, searchable, and accessible.
Docsvault provides accounting document management capabilities that help organizations organize, search, secure, and retrieve business documents from a centralized document management system.
Editorial Note: This customer story is based on a public customer review published on Capterra.
