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Your Custom-Branded Cloud Portal For Better Client Communication

Cloud file
Email & CRM
A Better
Client alerts
& reporting
Automate filing
and workflow
Secure your
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& Team
5 white stars in a row
500,000+ people use
Virtual Cabinet's Cloud Portal
Get Your Free Demo
5 white stars in a row
Used by to 27% of the top 100
firms in some countries
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Connect your brand to a better customer experience

Share files in the client portal software with your customers in the cloud, collaborate with seamless version control, organise all past jobs: all without cluttering their email. Make a good impression, and show off your brand.

Legally binding electronic signatures

Don't force your customers to print PDF's, manually sign them, scan them in, and then email them! Using eSignatures with our client portal software could improve your turnaround time by up to 80% (Ombud).
Free Demo
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"We send a document to the client in the morning,
and by the afternoon we have sign off."
- Paul Miller, Cornish Accounting Systems
“In 85-90% of cases, we are starting to
see faster turnaround times.”
– Paul Miller, Cornish Accounting Systems
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Search all of your documents online, and send large files

Never worry about sending a big file again. Access your online documents anytime from any device (PC, Mac) and our mobile app (iPhone, Android). Easily handover files to another worker if you go on holiday.

Significantly better security

Control who can access your files, see who has opened them and when with the Virtual Cabinet customer portal software. Also encrypt your communication with bank-level security. A significant security upgrade from email.
Free Demo
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Real-time reporting, including customer tracking

Use our powerful reporting tools to track your communication. Set up real-time alerts: for example, get a notification if a customer opens a file.

Automate your filing, and your streamline workflow

Connect your Customer Portal to our Document Management software for the ultimate in workflow optimisation and time-saving organisation tools.
Explore Document Management
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Seamless integration with your Email, CRM and other tools

Saleforce CRM logo. Integration with Virtual CabinetMicrosoft Outlook integrates with Virtual Cabinet document management system to offer automatic email filing options -company logoSage, account and payroll management software integrates with Virtual Cabinet - company logoDigita Professional Suite - Thomson Reuters integrates with Virtual Cabinet - company logoMicrosoft Office suite of products integrate with Virtual Cabinet document management - logoWolters Kluwer, CCH accounting software integrates with Virtual CabinetMyob online accounting software integrates with Virtual CabinetReckon APS, Accounting Practice Management Software integrates with Virtual Cabinet -logo
Explore more integrations

Ask us anything:

Our industry experts are here to answer your questions
For both big and small businesses and firms
We can evaluate your business pain points and provide a custom solution and pricing to match
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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