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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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12 of the Top 20
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

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

Steven Scarlett

Partner

“One partner said to me the other day that Virtual Cabinet has changed his life."

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Leading accountancy firm of 240 staff & 26 partners

Tracey Hammond

Office Manager

"We cannot now imagine being without it. Document flow is much quicker.”

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299 accounting & consulting firm network

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