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.
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