Case Studies with DoxShare
Who Uses DoxShare?
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DoxShare is popular among professionals and small to medium sized firms of accountants and bookkeepers, lawyers and notaries, and consultants and advisors. Anyone who works with partners or clients and iterates on documents or files of any sort can benefit from the organizing, versioning, and sharing capability of DoxShare.
Here are some examples:
Oakridge & Moss Accountants
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Team Size: 12 staff (CPAs, bookkeepers, and admin)
Client Base: ~300 small business clients
The Challenge:
Oakridge & Moss relied heavily on email to exchange sensitive financial documents with clients—tax returns, payroll data, and audit reports. With no version control and clients often replying with outdated attachments, errors were becoming costly. Regulatory mandates (FINRA, IRS) required 7+ year retention, but backup systems were fragmented.
The Solution:
vyShare was deployed firm-wide with zero IT setup. Each client was given a dedicated “Case” with automated versioning and a secure audit trail. External clients accessed documents as “Guests” through co-branded portals—no login needed.
The Result:
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Reduced document errors by 90%
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 Cut client follow-up emails by 70%
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Enabled compliance-ready archives for every client
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Reduced time spent organizing and retrieving files by 50%
“DoxShare turned our document chaos into a streamlined, secure system. Our clients love the simplicity—and we love the audit trails.”
– Janet Moss, Senior Partner
Hartley Law Group
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Team Size: 8 attorneys, 2 paralegals
Focus Areas: Real estate law, family law, small business services
The Challenge:
Client communication involved sensitive documents—wills, contracts, litigation materials—sent via unencrypted email. Mistaken edits, lost versions, and compliance concerns created risk. Internally, attorneys juggled multiple cases without a centralized view of document history or responsibility.
The Solution:
DoxShare replaced scattered email threads with structured “Case” folders per client. Each document change was versioned automatically, with locked editing to prevent conflicts. The team used DoxShare’s version comparison to easily resolve disputes and track revisions.
The Result:
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Improved client trust with end-to-end encryption
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Enabled seamless hand-offs between attorneys with clear edit histories
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Achieved GDPR-aligned archival for all client documents
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Decreased legal assistant time spent organizing files by 40%
“DoxShare gives us the control we need and the peace of mind our clients expect. It’s now a core part of how we operate.”
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– Rachel Hartley, Managing Partner
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Northbridge Strategy Consulting
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Team Size: Solo consultant + 3 rotating contractors
Focus: Growth strategy for mid-sized tech companies
The Challenge:
Northbridge’s founder worked with multiple clients simultaneously, exchanging business plans, reports, and confidential market analysis over email. Keeping track of which version was final—and who edited what—became unmanageable. Clients wanted clarity, but there was no secure, professional solution in place.
The Solution:
DoxShare was integrated into Northbridge’s client workflow. Each engagement had a dedicated Case with real-time status tracking. Clients accessed documents without needing accounts, and project artifacts were automatically archived and exportable for final delivery.
The Result:
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Gave clients a branded, secure collaboration portal
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Avoided dozens of email threads per engagement
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Won 2 new contracts by showcasing secure workflows
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Made deliverables easier to track and manage, saving 8+ hours/month
“DoxShare makes me look like I’ve got an entire back-office team. Clients love how professional and simple it feels.”
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– Amar Desai, Founder & Principal Consultant
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