Saffery Champness is a top 20 firm of Chartered Accountants and Registered Fiduciaries. Operating for over 160 years, the firm provides a suite of services including accounting, audit and assurance, business advisory, corporate finance, forensic and litigation, outsourcing, tax, trusts and VAT. Saffery Champness handles thousands of documents each day, each containing confidential information that assists clients with their accounting and financial reporting needs. Like many firms in the industry, Saffery Champness was using several applications to support various service lines (such as tax returns, and audits), many of which had their own document management functionality.

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