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Enterprise Document Management Software, and Client Portal For Larger Businesses

Ideal for larger businesses requiring enterprise document management software - Virtual Cabinet controls your documents, secures your communication, increases your productivity, and radically speeds up your workflows.

Used & Loved By 40,000+ Customers

Used By Big Brands Across Dozens Of Industries.
Dominant In Various Categories:

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

How Virtual Cabinet Can Help
Enterprise Businesses:

Few companies have as much experience as we have successfully installing Document Management and Client Portal systems in enterprise businesses and firms. Some of the leading brands in the market trust Virtual Cabinet.

We can customise a solution to fit your businesses exact needs and train your staff so they operate at maximum efficiency.

Our software automates filing, allows company-wide data searching and collaboration, improves performance with automated workflows, vastly improves security (especially important in the face of growing privacy legislation such as GDPR), syncs with your existing software including custom integrations, and generates real-time team performance reports.

Get an instant return on investment - both in time and money - and speak to us about installing Virtual Cabinet in your business today. It's one of the leading enterprise document management systems with secure client portal software available to larger businesses.

Popular Features That Will Change Your Enterprise Business Or Firm

Our Enterprise Document Management Software and Client Portal is trusted by 39,000+ businesses and 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

Tracey Hammond
Office Manager
"We cannot now imagine being without it. Document flow is much quicker.”
Read Case Study >
299 accounting & consulting firm network
Darren Kelly
Director
"I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation.”
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One of the most respected Brokers in the UK
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
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