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Document Management for Engineering Firms, and Secure Online Portal Software

Virtual Cabinet is the ideal engineering Document Management and secure Client Portal software for Engineering Firms and Projects - it controls your documents, secures your communication, increases your productivity, and radically speed ups business workflows.

Used & Loved By 40,000+ Customers Across Dozens Of Industries

How Virtual Cabinet Helps
Engineering Firms And Projects:

Send large files, drawings and images via a secure online portal using 'magic links' - then track exactly who opened it and when. Allow people to approve documents with legally binding digital signatures.

Use internal 'intrays', and set up work-in-progress areas for easy team collaboration and document version control. Automatically file all incoming and outgoing documents, and sync with your existing systems for data integrity. Manage document and process workflows across your business, and generate real-time team performance reports.

If you're looking at engineering document management software then consider Virtual Cabinet. Speak to us today to see Virtual Cabinet can give you an instant return on investment - both in time and money!

Popular Features That Will Change Your Life

Our Document Management and Client Portal software has helped over 39,000+ businesses & professionals
Automatic Filing
Email attachments, Practice Management System files, prints and scans are all automatically filed and stored away for you. Goodbye admin.
Data Protection
GDPR and other privacy legislation is coming. Get audit trails, bank-level encryption, control access privileges & 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 & secure communication, with seamless integration back to your Document Management Software.
Team Collaboration
Easily distribute files to Private or Group firm 'in-tray’s'. Access a work-in-progress area for documents to maintain version control.
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, Powerpoint etc). Data integrity with your CRM, Client Portal and Accounting Software.
Data Searching
Find a client’s full job history in a few clicks, company-wide - an enormous time saver. Optical Character Recognition for internal file searches.
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Trusted By Thousands Of Great Businesses

Steven Scarlett
Partner
“One partner said to me the other day that Virtual Cabinet has changed his life."
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Leading accountancy firm of 240 staff & 26 partners
Tracey Hammond
Office Manager
"We cannot now imagine being without it. Document flow is much quicker.”
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299 accounting & consulting firm network
Peter Syddall
Partner
"It was easy to use, ticked all the boxes and was offered at a great price point suitable for us."
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Established Chartered Accountants Practice
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