Thank you! We'll be in touch very soon.
Oops! Please check your answers and try again.
Peter Syddall
|
Partner

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

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, PB 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:

“Virtual Cabinet has helped improve the entire process of approvals within the business”
Ben Woodthorpe
Partner
Read More >
“We can reduce cost by at least £50,000. That is a significant saving.”
Stephen Ledger
Operations Partner
Read More >
“One partner said to me the other day that Virtual Cabinet has changed his life."
Steven Scarlett
Partner
Read More >
"It was easy to use, ticked all the boxes and was offered at a great price point suitable for us."
Peter Syddall
Partner
Read More >
“It’s fantastic, we love it”
Richard Hartley
IT manager
Read More >
"The winning combination of low operating costs, seamless integration with our other software systems and Virtual Cabinet's compelling track record and post installation support left us in no doubt.”
Barry Packham
Director
Read More >

Get Your Free Demo:

Advice from a product and industry expert
For both big and small businesses and firms
Personalised to your business
Any questions you have answered
Mark
Available
Dave
Available
Tom
Available
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Join 42,000+ Other Customers

Stop wasting your time, and delight your clients, with a market-leading solution.
Get Your Free Demo