Case Study: Pitcher Partners achieves a single source of truth for client documents with Virtual Cabinet

Pitcher Partners - Customer Case Study

Pitcher Partners, a national network of accounting firms in Australia, needed to replace an unsupported document management system in its Brisbane office. The firm was looking for a top-tier, scalable solution with a strong client portal, easy implementation, intuitive usability, and Microsoft Outlook and MYOB integration.

Virtual Cabinet was selected and implemented with a “train the trainer” rollout approach. The solution gave Pitcher Partners a single source of truth for client documents, improved document retrieval efficiency, reduced duplicate storage, and increased productivity through features like multi-document publishing, document previewing, and comprehensive reporting on document status.

Pitcher Partners

Tanya Whidborne

COO