How Saffery Champness Uses NetDocuments to

to Securely Manage, Discover and Share Files From Anywhere

A woman and two men in business attired gather around a desk and smile at the desktop.

Saffery Champness is a top 20 firm of Chartered Accountants and Registered Fiduciaries, operating for over 160 years.

For too long, the Firm was handling thousands of documents with confidential information, and utilizing several applications to support various service lines (e.g.  tax returns, and audits). Many of these also had their own document management functionality, which were limited and only worked in the context of the individual service line application. This meant documents became siloed, resulting in staff using email and folders to manage documents centrally.

To make its document and email management more efficient and to continue to deliver a great client service, Saffery Champness selected NetDocuments to provide a central and secure platform to share, manage and collaborate on documents.

Download the case study to learn how Saffery Champness:

Created a central and secure space in the cloud to hold and manage emails and documents
Enabled staff to access documents from anywhere using their device of choice
Enhanced its security and compliance with NetDocuments

Find out the answers to these and other questions as we separate fact from fiction and debunk common cloud myths.

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Find out the answers to these and other questions as we separate fact from fiction and debunk common cloud myths.

Fill out the form to download the guide.

A woman and two men in business attired gather around a desk and smile at the desktop.
A woman and two men in business attired gather around a desk and smile at the desktop.