CGA is based just outside York in Escrick and is led by Director Chelle Thirsk. Its team of eight highly qualified professionals includes members of the Association of Chartered Certified Accountants, Institute of Chartered Accountants in England and Wales, Association of Accounting Technicians, and Association of Taxation Technicians. The firm has a broad range of clients of varying sizes, with turnovers of up to £12m.
Committing fully to a paperless office and finding a way to do so that made key documents easy to find and enabled staff to be both efficient and effective.
After a thorough review of the market to find a system that would meet its present and future needs, the firm opted to adopt IRIS Docs, a comprehensive document management system that streamlines the way practices work. Read on to find out how and why CGA implemented IRIS Docs.