P.B. Syddall & Co, Chartered Accountants - company logo
CASE STUDY

P.B. Syddall & Co. selects Virtual Cabinet Document Management System

Staff can now scan in all correspondence, all e-mails are automatically filed, storage and backup is taken care of, and business efficiency generally increased.

Get A Free Demo
Peter Syddall, Partner - P.B. Syddall & Co, Chartered Accountants
First class review. 5 star quality
"It was easy to use, ticked all the boxes and was offered at a great price point suitable for us."
-
Peter Syddall
,
Partner
,
P.B. Syddall & Co.

PB Syddall & Co (Syddalls) has been an established Chartered Accountants Practice for over 26 years, with a valued reputation, and an outlook of being ‘Traditional’.

The Problem

Syddalls had managed their business with manual paper files for the majority of their practising years, and recently became aware of the increasing benefits of an Electronic Document Management solution. With this in mind, and the fact that client files and paper documents were on the increase also, they began to look at implementing a practical, and user friendly solution.

After a no obligation demonstration, Virtual Cabinet was a clear front runner. Not only was it easy to understand but the fact that Virtual Cabinet was fully integrated with Iris, Syddalls existing practice management suite, was
a big plus.

The Reason

Peter Syddall explained why now, was the opportune time to invest: “The 2020 team had been stressing the importance of EDM for quite some time, and several companies were offering the ‘best solution’. I first looked at a DMS four or five years ago, and didn’t see the initial benefit back then. Due to the ever expanding filing cabinets, and the wearisome search for files and paperwork, it was evident it was becoming a concern, and was felt that a paperless solution was needed”.

“The Virtual Cabinet demonstration from Alison Jackson was a no brainer for us. It was easy to use, ticked all the boxes and was offered at a great price point suitable for us.”

So what has changed for PB Syddall & Co now that they have their Virtual Cabinet?

Syddalls staff are now able to scan in all correspondence, and have all their e-mails automatically filed due to Virtual Cabinet’s in-house developed ‘Email Capture’ feature. This has allowed secure storage, a back up for files, and an increase in the efficiency of the business. The effective integration with Iris, which was a vital requirement from Peter, has also given Syddalls an even more effective Practive Management system. According to Peter the benefits have been immediate:

We’re still handling paper but filing it in the bin! The installation was straightforward, it all went according to plan and we are well on the way to weaning everyone off the need for physical files.

- Peter Syddall, Partner, P.B. Sydall & Co

PB Syddall & Co is one of the many businesses to have recognised the many benefits of Virtual Cabinet. Peter and his colleagues can now look forward to continued growth and excellence without the concerns of being overwhelmed by files and filing cabinets.

More Customer Stories

Harvard Financial Ltd, Financial Services - company Logo
5 gold stars in a row - icon. 5 star review
"Virtual Cabinet can provide seamless integration with your existing software – as well as helping to achieve optimal efficiency within your business."
Jackie Werner
,
Director
Read Case Study
Duncan & Toplis, Top 40 firm of Chartered Accountants
5 gold stars in a row - icon. 5 star review
"Very easy to use and offers us modern functionality with an integrated document portal to exchange documents securely with our clients."
Ian Phillips
,
Deputy Managing Partner, Head of IT
Read Case Study
Lovewell Blake, Chartered Accountants based in Norwich - company logo
5 gold stars in a row - icon. 5 star review
“One partner said to me the other day that Virtual Cabinet has changed his life."
Steven Scarlett
,
Partner
Read Case Study
SRLV Accountants, Chartered Accountants and Business Advisors
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner
,
PA to Marc Voulters and Richard Gilbert
Read Case Study
Hillcrest Pharmacy, London-based Hillcrest Pharmacy - company logo
5 gold stars in a row - icon. 5 star review
"The ability to scan invoices to our accountant on a weekly basis has reduced our accounting costs by 40%."
Suren Patel
,
Owner
Read Case Study
Evolve, Financial Services - company logo
5 gold stars in a row - icon. 5 star review
Personnel typically save six weeks per year.
Antony Williams
,
Read Case Study
Collaboration tools, work with total clarity from one place with GetBusy task management.

Ask A Question

Claret check/tick bullet point
Advice from a product and industry expert
Claret check/tick bullet point
For both big and small businesses and firms
Claret check/tick bullet point
Personalised to your business
Claret check/tick bullet point
Any questions you have answered
Peter Syddall, of P.B.Syddall & CO chooses Virtual Cabinet Document Managment
First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

Ask a Question

First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management. White logo
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution

Join 45,000+ Other Customers

Stop wasting your time, and delight your clients, with a market-leading solution.
Get Your Free Demo
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47