Case Study: Lever Business Accountants improves security and streamlines document workflows with Virtual Cabinet

Lever Business Accountants - Customer Case Study

Lever Business Accountants, a small accounting firm with branches across North Queensland, needed a more secure and efficient way to manage documents. While already using Reckon APS for practice management, the firm was spending too much time searching for documents and emails, and its existing file storage offered little security for internal or external sharing. Virtual Cabinet document management software was selected to address these issues.

With Virtual Cabinet, Lever Business Accountants streamlined document review, approval, lodgement, and e-signatures through secure workflows and task processes. The solution reduced paper handling and emails, improved tracking with full audit history, and significantly strengthened document security by restricting user access and actions. Virtual Cabinet also made implementation simple, with little internal staff involvement required, helping the firm save valuable chargeable time.

Lever Business Accountants

Alisha Lever

Director