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Document Management System And Client Portal For Businesses And Professionals

Trusted by 40,000+ customers to improve their office organisation, performance, communication & security.

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25 of the Top 100
Accounting firms in Australia & NZ

27 of the Top 100
Accounting firms in the UK

Your New Efficient, Secure Office

Next-Gen Paperless Office

Company-wide searches. Auto-file
incoming emails. Team collaboration.

Better Client Communication

Total control, security & efficiency with your own branded online Client Portal.

Instant Productivity Visibility

Automate team workflows. Get
real-time productivity reports.

Security & Legal Protection

Prevent client lawsuits & government fines with privacy & security features.

Binding Digital Signatures

Significantly speed up customer approval turnaround time & document workflow.

Tools & Data Centralisation

Add-ins to Microsoft Office, connect your CRM & accounting systems.

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Thousands Of Happy Customers

Robert Dellow

Partner

“We can’t imagine life without Virtual Cabinet. It would be a backward step,”

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Legal firm dealing with a wide variety of work

Seamus Parfrey

Managing Partner

"Returns can be finalised within a few hours instead of days. It also helps save time in follow up procedures.

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A two-partner accountancy firm employing 16 staff

Darren Kelly

Director

"I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation.”

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One of the most respected Brokers in the UK

Popular Features That Will Change Your Business

Data Control

Find the full job history of any customer in seconds. Use Optical Character Recognition (OCR) for in-file searches.

Digital Signatures

Legally binding digital signatures for turnaround times in hours not days. No more printing, signing & scanning PDF's!

Filing Automation

Automatically capture & file your emails, printed documents and scanned files. Sync with your CRM for data integrity.

Team Collaboration

Easily send documents to private or group 'intrays'. Set up work-in-progress areas for document version control.

Performance Workflows

Speed up and optimise your workflows, identify bottlenecks and generate real-time process and team reports.

Online Client Portal

White-labeled Client Portal that tracks who opens your messages, real-time retraction, auto-filing & large file sending.

High Security

Get compliant for GDPR and other data privacy legislation. Audit trails, bank-level security, privacy by design, permissions.

Powerful Integrations

Popular Microsoft Office (Word, Excel, Outlook, PowerPoint) add-in's. Integrate with your CRM and existing software.

Performance Reporting

Generate real-time team and workflow performance reports. See audit logs, outstanding tasks, priorities and more.

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Document Management System And Client Portal For Businesses And Professionals

Trusted by 40,000+ customers to improve their office organisation, performance, communication & security.

40,000+ Customers Across Dozens Of Industries

Your New Efficient, Secure Office

Thousands Of Happy Customers

Ideally Suited To Your Business