Mengali Accountancy, a boutique CPA firm in Northern California, implemented DocuWare in 2007 to streamline workflows, enhance fraud prevention, and transition to a paperless office. The firm digitized incoming documents, routed them through predefined workflows, and allowed staff to focus on tasks aligned with their skill sets. By providing clients with online access via DocuWare Web Client, audits were streamlined and conducted remotely, saving time. With automated indexing and fraud prevention features, DocuWare has increased efficiency, allowing the firm to process 66% more documents and significantly reducing audit-related stress.

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