Discover businesses like yours who have found success with Virtual Cabinet

98% of our customers rate their experience as good or excellent. For any industry.

Written Success Stories
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Accounting
How this award-winning, 300 employee-strong firm of accountants selected its document management software.
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Accounting, Outlook, MYOB
This 150 seat firm need a document management system to integrate with Microsoft Office and MYOB.
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University
One of the biggest law schools in Britain needed a better way to organise its enormous administrative workload.
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Accounting, Xero Gold Partner, Client Portal
A progressive firm of Chartered Accountants, a Xero Gold Partner, with a reputation as a technology pioneer looks for a way to electronic authorise critical documents with clients.
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Accounting & Consulting
One of the world’s major Accounting and Consulting networks was faced with the challenge of storing hundreds of files for up to 10 years.
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Accounting, Client Portal, Iris Integration
One of the UK’s top 100 firms of Chartered Accountants was looking for new ways to add value to their clients.
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Financial Services
The challenge was to create a document and records management system to cost effectively handle day-to-day workflow and security issues.
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Property
With 400 properties under management, Priory can now find documents quicker, with significant storage space savings.
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Insurance, OpenGI Integration
One of the most respected Brokers in the UK estimates Virtual Cabinet has already paid for itself, in only 12 months.
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Accounting
Employing 240 staff and 26 partners, Virtual Cabinet was one of the smoothest transitions of software the firm has ever experienced.
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Financial Services
This Investment firm, with £6 billion under management, wanted a document management system that was both innovative, and a common sense straightforward solution.
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Accounting
This Accounting firm needed to increase security, improve workflow and reduce emails - and time - wasted on document tracking.
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Accounting, Client Portal, IRIS Integration
A Top 40 firm of Chartered Accountants. Integration was the primary concern during their document management software selection process.
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Rescue and Recovery
This business serves up to 150 clients a day, with enormous amounts of paperwork
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Accounting
Needed an easy to use document management system with flexibility, ability to integrate into their PM, and inbuilt customer communication.
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Property
An award winning franchised property business needing a more efficient and secure method for managing documents.
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Accounting, Reckon APS
This highly successful and forward thinking firm of accountants installed Virtual Cabinet Document Management at the height of the busy tax season.
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Legal, Client Portal
This legal firm with 40,000 clients needed a remote office, automated workflows, and secure Client Portal for timely communication.
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Financial Services, Client Portal
Used a Client Portal for complete security and traceability through a full audit trail. Can securely upload documents to the Cloud where clients can access and view them.
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Accounting, CCH Integration
Wanted a document management system that was tried and tested, would be enhanced in the future, and be integrated with their existing CCH practice software.
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Accounting
Concern about security, especially the ‘interception’ of client emails drove them to implement a system with an integrated document portal to minimise potential risk.
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Accounting + Iris Integration
Staff can now scan in all correspondence, all e-mails are automatically filed, storage and backup is taken care of, and business efficiency generally increased.
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Legal
A successful legal firm firm working with vast quantities of documents with complex approval processes and that require input from colleagues and clients.
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Insurance, Open GI Integration, Client Portal
This top-100 independent insurance intermediary was looking for a complete information management solution to store, track and manage all files securely.
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Insurance, Invu
Needed a document management solution to address regulation concerns, allow for a clear audit trail and less paper.
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Financial Services
A financial planning firm looking for a user friendly document management system to enable it to provide high levels of customer service.
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Accounting
Wanted to streamline data management and boost efficiency across 160 users to allow staff to access client files wherever they were working.
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Accounting | Client Portal
Needed client Portal system set up to help them during the busiest time of the year, decrease turnaround delays, track correspondence and increase security.
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Property, TRAMPS Integration
Strettons Chartered Surveyors need a system to keep track of 1000's of documents relating to clients, properties, tenants, services and more for a 100-strong team.
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Church
The church decided to explore the benefits of introducing a computerised document management system to free up space and protect important diocesan records.
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Financial Services
This forward thinking team of Independent Financial Advisors wanted a document management system to seamlessly integrate with their existing software.
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Accounting
Needed a document management system to solve the company's biggest pain points: 1. Time constraints 2. Inefficiencies 3. IT infrastructure
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Financial Services
Needed an economical document management system which would pay for itself. Remote access, and integration with existing systems was critical.
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Accounting, Iris Integration
Documents are now approved digitally and workflow is streamlined, paper has been significantly reduced, and there is a full automated audit trail saving weeks of time.
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