A Florida accountant found the magic of DMS

 

DMS for accountant

Rene Velazquez CPA is a CPA and PA firm owner with more than 15 years of experience. He has seen many changes in the world of accounting, but none as dramatic as Docupile's DMS software. Velazquez says that he was "blown away" by how easy it was to use Docupile and how intuitively organized everything became.

Velazquez now uses DMS for all his client work, from C-Corp clients to individual self-employed people (1099). He loves that he can see every single document in one place without having to go digging through folders or scanning paper copies. His favorite features are the ability to create custom fields on

Velazquez's office has been paperless for a few years. They use the cloud to store their files. This means they don't have to keep paper around. He and his employees would share documents in this space. They would work on them together. The benefits of a digital filing system were similar to the benefits of paper documents but also came with inefficiencies since arranging documents needed to be done manually. 

"We used to do things in a way that was not very efficient," Velazquez said, "Because of this," he would have had to hire more people. He is a big believer in working smart instead of hard." 

He was embarrassed when a client told him that his office had low-resolution digital files for one of their companies. They looked for solutions to their problem online, but most were just a variation of what they already had. He was looking for something different. 

Velazquez's IT manager told him about a document management solution. He researched it and recommended Docupile. After talking with the representative, he wanted to try it for himself.

Velazquez's account manager and other support staff were very helpful with the training, which he found to be easy. Rene Velazquez, a CPA with more than 15 years of experience in public accounting, was impressed on first exploring Docupile. He later compiled a list of questions for his account manager for the software. He answered their questions and walked them through the software. He then trained everyone in the office. 

"I don't know how I did business before. The tools are so easy to use. I am doing things more quickly than I have in the last 15 years." 

Thanks to the organization tools provided by Docupile - electronic document management for accounting firm, Velazquez is experiencing less mental clutter, greater access to necessary documents, and few logistical hiccups. To Velazquez, the most useful feature on Docupile is SideKick. 

"SideKick is a new game. It's really fun." 

Rene said he was told that SideKick is a must-have feature. He tried it out, and it was better than he was told. 

"I've been a CPA for 15 years, and this is the best program I've ever seen. It just makes things so much easier. When I make a new PDF, it asks do you want to add this one? That's absurd. I don't have 14 different tax documents; I have one PDF." 

He says that he has changed his practice after just one month. He enjoys its functionality and speed. One of his favorite things about SideKick is the fact that it sits on the desktop and not underneath, so he can have many open windows and tabs.  

"That little 'I is always there." 

It wasn't long before Velazquez saw the ROI. Longer work hours and lower expenses mean more money for a business. He thinks his investment will be worth it. He knows that he can use the investment over and over again, and it will continue to make money for him. 

"I save at least an hour a day. My admin is saving double the amount of time because she's doing paperwork all day. "If our company was ever bought or I moved to a different company, I am not going if they don't have eFile. That would make me really unhappy."

Docupile, the world's leading Document Management Software for Accounting and law firms, has just released its first  Desktop App, which gives users access to their systems from a desktop application. This doesn't mean SideKick is going away. You can still use SideKick and the desktop app. 

To find out what makes Docupile "magic," go to docupile.com and schedule a free demo.


Location: United States

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