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Alisha Lever
|
Director

Lever selects Virtual Cabinet Document Management Software

This Accounting firm needed to increase security, improve workflow and reduce emails - and time - wasted on document tracking.

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Who is Lever Business Accountants?

Lever Business Accountants is a small accounting firm with branches spread throughout North Queensland. Lever offers a range of solutions from audit work and taxation to business support and wealth management. Prior to Virtual Cabinet, Lever did not operate a document management solution.

“We use Virtual Cabinet to share documents for review, approval, and lodgement which is much faster and easier to track than paper documents or emails”
- Alisha Lever, Director, Lever Business Accountants

The challenge

Lever were already successfully using the Reckon APS practice management system, but needed something equally as efficient to handle their documents. One of the main issues the practice had was the time spent searching for documents and emails.

On top of that the documents that were stored on site had little or no security around them. Any user could view or even delete any documents.

Furthermore there was no security attached to documents being sent externally (to clients). This potentially exposed the firm to a number of unintentional data security breaches.

“Virtual Cabinet allows us to securely send documents to clients for review and sign-off using e-signatures.”
- Alisha Lever, Director, Lever Business Accountants

The solution

By implementing Virtual Cabinet Lever have managed to do away with manual paper shuffling. Sending documents for review has become seamless process, and with a full audit history they no longer have to question whether they have seen or approved a document. Moreover, Lever can now track and report on documents awaiting action by clients.

Other Benefits of Virtual Cabinet have included:

  • Virtual Cabinet ‘Processes/Tasks’ have been used to send documents for review, approval, and signature both internally and externally. This has drastically reduced emails and the time wasted on tracking where a document is and what instructions were given.
  • The firm’s security processes have increased tenfold. They can now lock down not just certain areas but also restrict what users can do with documents they have access to.
  • Implementation was painless and involved little to no internal involvement from staff required during the implementation process.
  • Organisations like Lever Business Accountants charge on an hourly basis, so could not afford to spend that chargeable time searching for documents, let alone assisting the implementation of such a solution.

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