Virginia-based Capital Assets Planning digitized over 60,000 pages and shredded more than 1,700 pounds of their archived documents with CNG’s document management solution.
“By reducing our archives by over fifty percent, we were able to reduce our office space by 20%. The reduced rental expense and other cost savings, when added to the refined structure of our files, adds value to our company,” said Constance Dupras, CFP, CPA. “The digitization process gives us an opportunity to rethink the way we organize our files, and our new workflow helps us process our documents faster, easier and more consistently. The system enables us to more efficiently track tasks and, thus, has improved our client service. An audit by our Broker Dealer subjected our new digital filing system to regulatory scrutiny and we passed all the compliance tests with flying colors. CNG has increased the speed and security of our document management procedures, as well as our impact on the environment.”