How many billable hours could your team get back a week if there was 0 manual accounting paperwork?

Open up 5 hours minimum of billable hours, a week, per employee by having one single place to manage all your client’s accounting documents.
“Google search” your client’s
documents to find specific info
More secure & organised than
email + GDPR compliant
Request e-signatures, no more
meeting clients in real life
Integrate with your existing
practice management systems

Book a 20-min demo

Used by 100s of
accountancy firms across the UK (and growing)

Accounting document management
for small firms

(That handles all the implementation for you, 0 coding on your part)

Instantly access records, collaborate on documents, locate essential information and share documents with clients in seconds.
Book a demo
Spend less time on paperwork

Share documents with clients in a few clicks
GDPR compliant

Workiro is fully GDRP complaint and ISO 27001 certified
Easy integration

We integrate with your existing practice management system
Book a demo

Before

How many billable hours are chipped away because of these problems?...

Manually organising filing like bookkeeping, compliance & project management takes hours of passive work each day
You’re always scavenging through piles of files, just to find a specific doc
You carry mountains of paperwork just to sign signatures in real life
Vital client information is lost inside emails + you fear email security breaches
Remembering vital documents is hard when its buried in folders
Manually organising filing like bookkeeping, compliance & project management takes hours of passive work each day
You’re always scavenging through piles of files, just to find a specific doc
You carry mountains of paperwork just to sign signatures in real life
Vital client information is lost inside emails + you fear email security breaches
Remembering vital documents is hard when its buried in folders

After

No more pen & paper
for tedious accounting document management.

Share clients documents in a few clicks
Go paperless - no more document printing
Get e-signatures directly in Virtual Cabinet. No more meeting clients in real life to sign documents
Get an audit trail of client communications
Stay GDPR compliant
Easy solution for hybrid teams
Book a demo
Share clients documents in a few clicks
Go paperless - no more document printing
Get e-signatures directly in Virtual Cabinet. No more meeting clients in real life to sign documents
Get an audit trail of client communications
Stay GDPR compliant
Easy solution for hybrid teams
Book a demo
Paul Miller
Managing Director
Cornish Accounting Solutions
Xero Gold Partner reduces turnaround time by up to 85% with Client Portal
Results after Virtual Cabinet
85% reduction in turnaround time using Client Portal e-signatures’
65% fewer letters being posted due to Client Portal communication
George Taylor
Practice Manager
Candor
Now we can send a tax return off to a client and get it back from them within 5 minutes.
Results after Virtual Cabinet
5 minute turnaround time with Client Portal e-signatures
10 filing cabinets eliminated
2 new desk areas made available
Dan Heelan
Business Services Manager
Heelan Associates
Results after Virtual Cabinet
20% increase in workflow efficiency per employee
1 central source of client information
Significant reduction in postage costs using Client Portal e-signatures
50% reduction in printing costs
with Client Portal

The best document management system for accountancy firms, no questions

From easy document sharing to GDPR compliance, we help you become a digital, paperless accountancy firm
Workiro
Provide clients with a portal for documents
Get e-signatures in one place
Easy to view trail of client communication
Built-in GDPR compliance
Find documents in seconds
Built for hybrid companies
Traditional document management
Print paperwork for client meetings
Use DocuSign or AdobeSign to collect e-signatures
No visibility on previous client communication
Manual GDPR compliance
Search through folders & emails to find the right document
Hard for hybrid workers to get access
Book a demo

We integrate with the following systems

“Old school” document management is expensive for you & your team

You’re spending countless hours on managing physical documents
You’re paying for multiples
pieces of software to store documents and collect e-signatures
We integrate with your existing
practice management system

Why 100s of accountancy firms love Virtual Cabinet

“The document portal demonstrates our commitment to technology and presents a secure alternative to email.”
Martin Ward
Partner at Dodd & Co

Accountancy firms across the UK are going paperless with Virtual Cabinet when will you?

Book your demo to see how Virtual Cabinet can boost your firms efficiency with paperless document management
Book a demo
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