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Document Management System And Client Portal For Businesses And Professionals

Trusted by 39,000+ customers to improve their organisation, performance, communication & security.

12 of the Top 20
Accounting firms in Australia & NZ
27 of the Top 100
Accounting firms in the UK

39k+ Customers Across Dozens Of Industries

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

Tracey Hammond
Office Manager
"We cannot now imagine being without it. Document flow is much quicker.”
Read Case Study >
299 accounting & consulting firm network
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
More Customer Stories

Ideally Suited To Your Business

It doesn't matter who you are, big or small.
Every business worldwide who stores data belonging to EU citizens must now comply with GDPR from the 25th of May.

Australia, New Zealand and other countries are also updating their Data Protection and Privacy Laws. Virtual Cabinet document management system and client portal can help you get prepared. Speak to one of experts today.
Talk to us today about
data privacy & control
Download Free
Talk to us today about
data privacy & control

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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Integrate With Your Existing Business Software

Explore More Integrations

Ready To Dive In?

Join 39k+ others today
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