Discover businesses like yours who have found success with Virtual Cabinet

How this award-winning, 300 employee-strong firm of accountants selected its document management software.

This 150 seat firm need a document management system to integrate with Microsoft Office and MYOB.

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.

One of the biggest law schools in Britain needed a better way to organise its enormous administrative workload.

One of the UK’s top 100 firms of Chartered Accountants was looking for new ways to add value to their clients.

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.

With 400 properties under management, Priory can now find documents quicker, with significant storage space savings.

The challenge was to create a document and records management system to cost effectively handle day-to-day workflow and security issues.

One of the most respected Brokers in the UK estimates Virtual Cabinet has already paid for itself, in only 12 months.

Employing 240 staff and 26 partners, Virtual Cabinet was one of the smoothest transitions of software the firm has ever experienced.

This Investment firm, with £6 billion under management, wanted a document management system that was both innovative, and a common sense straightforward solution.

This business serves up to 150 clients a day, with enormous amounts of paperwork

Needed an easy to use document management system with flexibility, ability to integrate into their PM, and inbuilt customer communication.

A Top 40 firm of Chartered Accountants. Integration was the primary concern during their document management software selection process.

This Accounting firm needed to increase security, improve workflow and reduce emails - and time - wasted on document tracking.

An award winning franchised property business needing a more efficient and secure method for managing documents.

This highly successful and forward thinking firm of accountants installed Virtual Cabinet Document Management at the height of the busy tax season.

This legal firm with 40,000 clients needed a remote office, automated workflows, and secure Client Portal for timely communication.

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.

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.

Concern about security, especially the ‘interception’ of client emails drove them to implement a system with an integrated document portal to minimise potential risk.

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.

Needed a document management solution to address regulation concerns, allow for a clear audit trail and less paper.

A successful legal firm firm working with vast quantities of documents with complex approval processes and that require input from colleagues and clients.

A financial planning firm looking for a user friendly document management system to enable it to provide high levels of customer service.

This top-100 independent insurance intermediary was looking for a complete information management solution to store, track and manage all files securely.

Wanted to streamline data management and boost efficiency across 160 users to allow staff to access client files wherever they were working.

Needed client Portal system set up to help them during the busiest time of the year, decrease turnaround delays, track correspondence and increase security.

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.

The church decided to explore the benefits of introducing a computerised document management system to free up space and protect important diocesan records.

This forward thinking team of Independent Financial Advisors wanted a document management system to seamlessly integrate with their existing software.

Needed a document management system to solve the company's biggest pain points: 1. Time constraints 2. Inefficiencies 3. IT infrastructure

Needed an economical document management system which would pay for itself. Remote access, and integration with existing systems was critical.

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.