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Chartered Accountants of Ontario

Over 186,000 individual documents easily accessbile with a single keyword of text and the push of a button.

Being able to effectively manage hundreds of thousands of documents is critcally important to any organization. For regulating bodies which need to track and record updated certifications, university transcripts, new regulatory standards and other documentation, the volume of files generated continually increases with it all requiring proper storage and management.

The Institute of Chartered Accountants of Ontario (ICAO) faces those challenges daily as it practices effective paperless document management.

The Institute's mandate is to protect the public interest by setting and enforcing the highest professional and ethical standards, to ensure that CAs are recognized as Canada's preferred financial leaders and advisors, and to support its members in their efforts to enhance their capabilities.

"In 2005 we represented over 32,000 accountants throughout Ontario, and our individual records encompassed more than 900 CD-ROMs worth of images and over 186,000 documents in our previous system," states Michael Torzsok, Manager of Data Systems for the ICAO. "Our documents include everything from an individual accountant's full educational background to updates on regulatory compliances."

"We feel confident that Metafile products are still the most cost effective and efficient solution for our business."

~Michael Torzsok
Manager of Data Systems
The Institute of Chartered Accountants of Ontario

Read more about ICAO's success.

 

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Profile:

  • Established in 1879
  • The Institute of Charetered Accountants of Ontario is the qualifying and regulatory body of Ontario's 33,000 Chartered Accountants and 5,000 CA students

 

Solution Benefits:

  • Managing over 186,000 membership documents including birth certificates, correspondence, certifications, university transcripts and more
  • Membership management application integration