Bookkeeping Business - Case Study

Interacting with many clients across a large array of tasks can be challenging for any administrative support business. In this case study, an Industrious bookkeeper uses Lockbox to improve collaboration among clients and employees.

Jenmar

For 15 years, Jenny Marshall has helped small businesses and sole traders keep their accounts in order. Jenmar is her book-keeping company that provides personalised services such as bookkeeping, office overload, payroll, BAS and GST support, MYOB and Quickbooks sales, installation and training support. Her client base is many and varied and she assists businesses in the hospitality, food retail, retail technology, medical, furniture and banking industries to name a few.

Challenge

In order for Jenny to manage her clients’ business needs, she must access many files filled with large quantities of data.

“In the past, I would receive lots of emails with huge files attached. It was a painful way of doing business because many of these documents were 10Mb – or larger - so receiving files often caused my email system to crash and bottleneck constantly. Even using Zip folders to reduce file sizes were inconvenient and unzipping them, problematic for some clients.”

Solution

After receiving a timely marketing piece, Marshall began using Lockbox as a way to receive and share files via her company web site. Using their existing browser, the username she allocates for them and their password, her clients can now send large files – with no size limitations - containing business information and records quickly without the hassles of traditional email.

Lockbox Benefits

As the installation of Lockbox required adding only one line of HTML code to the Jenmar website, the time saving potential was immediately obvious.

“It took minutes to install and not long at all to brief clients on my new method of sharing files.”

She was also pleased when Lockbox was as easy to use as it was to implement.

“Lockbox was integrated into my work process smoothly and immediately.”

All a Jenmar client has to do to send her their documents is log on to Lockbox directly via a link on the front page of the Jenmar website and upload any information they want to share. A message is then sent to their bookkeeper to alert her to the new contents.

“My clients are happy because the process is so simple and they are pleased they don’t have to navigate zip files anymore. I’m thrilled I get large files quickly without my server crashing and I don’t waste any time trouble-shooting technology issues.”

Lockbox has also made collaborating with her employees more efficient.

“Being able to share large files with her when she is working from home has been incredibly convenient. She can access them without hassle and I can see when she has downloaded them.”

Marshall says, Lockbox has been so beneficial she has no qualms about recommending it to others.

“Lockbox has made life much easier so I’m actively encouraging many of my clients who need to regularly share secure data or big files to get it for their own businesses.”