Case Study: Dodd & Co improves document management efficiency with Virtual Cabinet

Dodd & Co - Customer Case Study

Dodd & Co, a successful firm of accountants, needed a faster and more reliable document management system after becoming frustrated with the limitations of their previous solution, including poor support and sluggish performance. They chose Virtual Cabinet document management software to replace it, seeking better usability, stronger support, and a more modern way to manage client documents.

Virtual Cabinet implemented its document management system and secure cloud-based client portal, enabling Dodd & Co to share documents more efficiently and obtain sign-off faster. The firm reported better support, faster searching, easier file retrieval, and a smoother migration with no major learning curve; the portal also reduced a multi-step sign-off process into one, with Reckon citing a fastest turnaround of just 38 seconds.

Dodd & Co

Martin Ward

Partner