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Document Management Software For Accountants, and Secure Client Portal

Thousands of firms big and small trust Virtual Cabinet document management for accountants to control their documents, share information with clients, increase their productivity and secure their data.

45,000 Customers. And Some Of The World's Best Brands.

"Easy To Use,
Unmatched Features!"
COO, Pitcher Partners

Trusted By Leading Accounting Firms Everywhere

27 Of The Top 100
Accounting Firms in the United Kingdom
22 Of The Top 100
Accounting Firms in Australia & New Zealand

Accounting Practice Software Of The Year Finalist In Both 2016 and 2017

How Virtual Cabinet Can Help
Your Accounting Firm:

“We chose Virtual Cabinet as it had the best integration to our Practice Management system. The automatic email filing was a massive time saver and the powerful searching was clearly the most easy to use for staff.”
- Crystal Harris, Administrative Services Manager, MGO

Virtual Cabinet helps Accounting Professionals more than any other industry. That’s because Accountants are usually drowning in paperwork, client communication, filing, administration, handling sensitive data and chasing approvals.

Sound familiar? Virtual Cabinet's document management software for accountants helps you manage your firm better than ever before. You'll get an instant return on investment - in both money and time - with our Document Management Software and Client Portal.

We have so many tools to change the way your firm runs and that's why we believe we are the best document management software for accountants. See for yourself:

Automate Compliance Workflows

From instant creation of associated documents (e.g. cover letters and stored templates), to tax pack finalisation via team workflow automation.

Email Capture & Filing

The whole team can see client conversations and documents, not just one-to-one emails. Many levels of automation to suit your needs.

Intray’s And Document Distribution

Assign work to individual staff members as it enters the business in one place. No more chaotic email document circulation.

Productivity Reports

Report on how many how many tasks and unfiled documents each of your team members has. Find bottlenecks & improve workflow.

Visibility On The Client End

Easily see any outstanding tasks sent to clients, and monitor if clients have opened or actioned documents real-time.

Templates & Auto-field Population

Reduce manual data input with automatic
document population. Save enormous amounts of time with a higher accuracy rate.

Standardise Filing

Organise all your information from client documents to internal records in one simple, standardised format.

Privacy And Compliance

The UK, Australia, USA & NZ are all passing new privacy and data protection legislation such as GDPR. We help you stay compliant.

PM System Integration

Integrate with all major Practice Management solutions. Reduce administration for setting up new clients, and avoid data duplication.

More Popular Features That Will Change Your Accounting Firm Forever

Our Document Management software and Client Portal was originally designed for Accountants.
We’ve helped thousands of firms deliver incredible results.
Automatic Filing
Emails, Practice Management files and scanned documents are all automatically filed and stored away for you. Goodbye admin.
Data Protection
Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
Faster Approvals
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Optimise Workflows
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
Client Portal
A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.
Team Collaboration
Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.
Performance Reporting
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Integrations
Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Leading integration with popular accounting practice management software.
Data Searching
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.
Get A Free Demo

Accounting Firm Customer Stories

"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
George Taylor
Practice Manager
Read More >
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
Sam Bailey
Partner
Read More >
“Easy to use, unmatched features!”
Tanya Whidborne
COO
Read More >
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
Dan Heelan
Business Services Manager
Read More >
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner
PA to Marc Voulters and Richard Gilbert
Read More >
“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller
Managing Director
Read More >
More Customer Stories

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
Dave
Available
Tom
Available
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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