Case Study: Heelan Associates achieves 20% workflow efficiency gains with Virtual Cabinet

Heelan Associates Increases Workflow Efficiency by 20% with Virtual Cabinet

Heelan Associates, a Hampshire-based accountancy firm, needed a better way to manage growing volumes of paper and digital documents as the business expanded. Staff were wasting time searching for files, office filing space was running out, and their manual document storage process was clunky and inefficient. The firm chose Virtual Cabinet, a document management system with eSignature support, to create a more central and accessible way to handle client information.

Virtual Cabinet helped Heelan Associates replace paper-heavy processes with a paperless workflow across bookkeeping, accounts, payroll, and business services. With training and support from Virtual Cabinet, the firm built new filing and approval workflows, used the secure client portal, and made documents instantly searchable from any desk. The result was a 20% improvement in workflow efficiency, a 50% reduction in printing costs, and a single central source of client information that also reduced postage and administrative time.

Heelan Associates

Dan Heelan

Business Services Manager