Press Release

Docassist Graduates from QuickBooks to Intacct for Improved Financial Visibility and Control

Cloud Document Management Leader Taps Intacct Business Partner SouthTech for Selection and Implementation of New Financial System

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SAN JOSE, Calif. and SARASOTA, Florida – Jan. 29, 2013 – Docassist, a cloud document management company, reached the limits of its existing accounting software earlier this year. As its business grew, the company realized it had outgrown the capabilities of QuickBooks® Online Pro and needed to step up to a professional-strength financial management and accounting system. Working with SouthTech, an Intacct Business Partner and top technology consulting firm in southwest Florida, Docassist selected Intacct’s cloud financial applications. The move to Intacct provides Docassist with more powerful financial reporting and dashboards, an open architecture to support the integration of other business applications, and a financial system designed to handle the company’s expected growth.

Docassist offers companies of all sizes affordable, powerful document management and process automation tools in a completely cloud-based environment. In business since 2002, the company has grown rapidly in recent years. To accommodate its current and future needs, Docassist wanted a financial system that offered more robust reporting tools, as well as sophisticated project accounting and revenue management functionality. Docassist also wanted a system that integrated with both its CRM system to optimize the quote-to-cash process as well as their cloud document management offering.

Committed to the cloud, Docassist zeroed in on Intacct fairly quickly. Preferring to work with a local partner on their implementation, Docassist selected SouthTech, which offered expertise in deploying Intacct and the ability to align technologies with business processes to design complete solutions that meet the unique needs of their clients.

“We’re very happy with our decision to work with Intacct and SouthTech,” said Bill Kirk, CFO at Docassist. “Both companies have great reputations that stem from the high quality of the products and services they provide. The move to Intacct has been a smooth process with SouthTech and we look forward to continuing our partnership.”

Working with SouthTech, Docassist opted to roll out Intacct in a phased approach. Phase one focused on implementing the core Intacct financial system. The move to Intacct provides Docassist with improved real-time financial and operational visibility throughout its business. Intacct also enables Docassist to streamline its financial management processes to achieve significant back-office and administrative savings.

Phase two will focus on implementing Intacct Project Accounting and Intacct Revenue Management, to maximize the performance and profitability of Docassist’s professional services organization. In the final phase, Docassist will implement Intacct’s integration with Salesforce to improve sales staff efficiency and reduce administrative costs associated with processing high-volume transactions.

“Being a cloud provider ourselves, we knew a cloud financial management system would provide the most efficient short- and long-term value to our business,” said Bill Kirk. “Intacct will give us better visibility into our financials and increased controls, plus the flexibility to ensure our technology capabilities fit our changing business requirements. Working with SouthTech has been outstanding and we’re confident that the completion of all three phases of the implementation will result in a robust financial solution that delivers increased operating efficiency and transparency to support our operating growth.”

About SouthTech

SouthTech’s highly experienced team of system engineers, consultants and CPA’s work together to provide advanced networks, premier managed services, and award-winning financial management solutions throughout Florida. Since 1994, the company’s success has been rooted in its ability to utilize industry-leading software applications, methodologies and best practices in ways that enable clients to focus on their business instead of the technology that supports it. SouthTech’s goal for every client is to optimize technology investments through improved efficiencies, productivity, profitability, competitiveness and security. For more information about SouthTech, visit or call 941.953.7455.

About Sage

Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.

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