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Enterprise Document Management 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 42,000+ 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 Document Management and Client Portal software has helped over 42,000+ businesses & professionals
Automatic Filing
Email attachments, CRM System 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 documents and with electronic 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 integrations with popular business 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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Trusted By Thousands Of Great Businesses

Peter Syddall
Partner
"It was easy to use, ticked all the boxes and was offered at a great price point suitable for us."
Read Case Study >
Established Chartered Accountants Practice
Carole Waghorne
Owner
“I think the Client Portal is invaluable. The process of getting it up and running was very easy.”
Read Case Study >
Chartered Financial Planners based in Enderby
Robert Dellow
Partner
“We can’t imagine life without Virtual Cabinet. It would be a backward step,”
Read Case Study >
Legal firm dealing with a wide variety of work
More Case Studies 

Join 42,000+ Other Customers

Stop wasting your time, and delight your clients, with a market-leading solution.
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