Case Study: Duncan & Toplis streamlines secure document management with Virtual Cabinet

Duncan & Toplis - Customer Case Study

Duncan & Toplis, one of the largest independent firms of Chartered Accountants in England and Wales, needed a document management system that could handle the demands of a professional accountancy environment. During its selection process, the firm’s main concern was integration with existing software, especially IRIS and Auto Mail, while also ensuring a secure way to manage client communications and introduce a client portal. Virtual Cabinet was chosen for its ease of use, modern interface, and forward-looking product roadmap.

Virtual Cabinet implemented its document management and portal solution across Duncan & Toplis, starting with the Newark office as the first of 10 locations to be converted. The system integrated with the firm’s existing tools, supported secure document exchange with clients, and provided full version control, faster searching, and a complete audit trail. Duncan & Toplis reported being delighted with the experience, noting that Virtual Cabinet was easy to use and helped enhance service to clients, although no specific numerical performance gains were provided.

Duncan & Toplis

Ian Phillips

Deputy Managing Partner