Case Study: SRLV Accountants streamlines secure client communication with Virtual Cabinet

SRLV Accountants - Customer Case Study

SRLV Accountants, a medium-sized independent firm of Chartered Accountants and business advisers in London’s West End, needed to replace a legacy document management system that was no longer supported. After months of failed migration attempts with their previous provider, including 1,800 files that still could not be moved, the firm turned to Virtual Cabinet for an easy-to-use document management solution that could integrate with its Practice Management system and support secure client communication.

Virtual Cabinet implemented its document management software and integrated Document Portal in just six weeks, handling migration, process mapping, structure design, and user training. The rollout was smooth and well supported, with the old system closed after two days of training and Virtual Cabinet going live immediately. SRLV reported simpler document search, secure digital delivery of tax and accounts packs, and positive client feedback, with the portal helping position the firm as a technology leader.

SRLV Accountants

Sara Bremner

SRLV Accountants