Case Study - The MKL Partnership

MKL is a two partner, father and son practice established in Swanage, Dorset, in 1980 offering a full range of accountancy, business development and specialist tax services.

MKL is a very long-standing Digita client having acquired an early version of Digita Personal Tax “before self-assessment.” Today the business uses Digita Personal, Business and Corporation Tax, Company Secretarial, and Practice Management and has recently acquired Digita FileCabinet.

Kevin Lyons FCCA is managing director of the business having joined MKLP in 1988. He said:

“We had previously used another document management system and, although it ‘did what it said on the tin’ it wasn’t very logical or consistent and often quite annoying. Each time you needed to tweak something, you had to re-learn how to do it.

“FileCabinet is completely the opposite. It’s intuitive and very easy to use. If you need to ‘tweak’ something, it is obvious how to do it. It is simply a virtual filing cabinet which allows you to respond to telephone enquiries, interrogate the data and produce up to date information on the screen in front of you.

“The structure is right and it does exactly what you need it to. You can go to a client’s file, open it and access recent correspondence and enclosures quickly and efficiently. It certainly saves partner time and represents positive client service as it allows us to respond to enquiries immediately without having to break a conversation or get up and physically look for the answers. The fact that it fully integrates with all other Digita products also helps to improve workflow and efficiency.

“We can see the time it is already saving having long-term cost benefit especially after we have loaded all our historic paperwork on to the system. At that point it will provide staff saving and will release more time to spend on added value client services.

“Digita’s customer and technical support has always been very good but we wondered if they would continue their usual high standards of knowledge and problem-solving as FileCabinet was developed by their US counterparts but we need not have worried. They have solved everything we’ve asked of them but there hasn’t been much because the very best attribute of this software is that, simply put, it works.”

Digita Software
THE NEXT STEP