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
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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.
Thousands Of Happy Customers
"It was easy to use, ticked all the boxes and was offered at a great price point suitable for us."Read Case Study >
Established Chartered Accountants Practice
"We cannot now imagine being without it. Document flow is much quicker.”Read Case Study >
299 accounting & consulting firm network
“One partner said to me the other day that Virtual Cabinet has changed his life."Read Case Study >
Leading accountancy firm of 240 staff & 26 partners
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
data privacy & control
Popular Features That Will Change Your Business
Find the full job history of any customer in seconds. Use Optical Character Recognition (OCR) for in-file searches.
Legally binding digital signatures for turnaround times in hours not days. No more printing, signing & scanning PDF's!
Automatically capture & file your emails, printed documents and scanned files. Sync with your CRM for data integrity.
Easily send documents to private or group 'intrays'. Set up work-in-progress areas for document version control.
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.
Get compliant for GDPR
and other data privacy legislation. Audit trails, bank-level security, privacy by design, permissions.
Popular Microsoft Office (Word, Excel, Outlook, PowerPoint) add-in's. Integrate
with your CRM and existing software.
Generate real-time team and workflow performance reports. See audit logs, outstanding tasks, priorities and more.
Integrate With Your Existing Business Software
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