Virtual Cabinet solves document management dilemma for one of the largest independent firms of Chartered Accountants

“Integration was our primary concern during the selection process. We needed to be confident that our document management system would integrate with our existing IRIS software and, in particular, with the Auto Mail program that we use to generate correspondence.”

“Virtual Cabinet was able to demonstrate compatibility between Virtual Cabinet and the software solutions we use. We were also very keen to introduce a ‘Client Portal’ but were concerned about the integrity and security of our client’s data. Virtual Cabinet was able to satisfy us on all aspects and we were happy to introduce this as an additional service for our clients.”

"We are delighted with the experience so far. Virtual Cabinet is very easy to use and offers us modern functionality with an integrated document portal to exchange documents securely with our clients. We were very impressed with the Virtual Cabinet team and how they worked with our people."

- Ian Phillips, Deputy Managing Partner, Duncan & Toplis