How Saffery Uses NetDocuments to Securely Manage, Discover and Share Files From Anywhere

Saffery 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 selected NetDocuments to provide a central and secure platform to share, manage and collaborate on documents.

Download the case study to learn how Saffery

  • 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
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NetDocuments case study of Saffery discussing their migration to the NetDocuments cloud platform.
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