The way processes are set up now, it’s almost error-free – it’s hard to put an ROI on that.

The DocStar application has enabled us to effectively and efficiently manage all of our payables, through multiple approval layers; and yet reduce our accounting staff requirements. The system saves time, payroll dollars, file cabinet space, and of course paper. I would recommend Ken and his team (at Mosaic) to everyone.

What do I love about Epicor ECM? No paper. As a municipal entity, we have to abide by specified retention requirements for documents. In the past we to manually find documents stored in bankers’ boxes with ‘destroy by’ dates. We can now dispose of documents quickly and easily, without digging through dusty boxes.

One of the biggest benefits we derive from DocStar is the convenience it provides our advisors in accessing paperwork when planning for, or during client meetings.  We are currently using DocStar as our Compliance Books and Records. We have easy access to  in-house and satellite advisors’ files for our on-going internal audits.

The DocStar system is fantastic. I love it and rave about it to whomever will listen. Ken is also a really great guy to work with. He has been unfailingly honest, concerned with customer service, punctual, reliable, and personable. I highly recommend Ken and Mosaic and DocStar to any small business which wants an easy-to-use, truly functional electronic filing system.