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Case Studies

Customer success stories using Strongbox

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Dixie McCurley

Partner, Cherry Bekaert Advisory

Discover how the Cherry Bekaert Client Advisory Services (CAS) team uses Strongbox to accelerate their growth and scalability.

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Scott Elston

Director, Transaction Advisory

Unpack how Strongbox  helped the Kroll team achieve their goal of improved margins and work quality through automation.

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Lesley Hargraves

Partner, Audit

See why the MLR team calls Strongbox a "life-changing tool" in this video customer story from an audit partner.


Coleman Scholz

Manager, Transaction Services

See how national advisory firm Riveron saved hours on the front end of every Due Diligence project with Strongbox!

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Marc Courey

Directory - Forensic & Litigation Services

Learn how Wipfli's Forensic & Litigation Services Practice uses Strongbox to get all the financial data they need, fast!


“Strongbox was transformational to our TAS practice, which grew at a dizzying pace last year, right after we purchased the software.


It saved our team hundreds of hours at the onset of engagements, especially when we diligenced a consolidated group. It’s made our onboarding process much more efficient.


It’s a must-have for any TAS practice.”

Sylvia Gadant



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