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Document Management Software
For Office Management and Secure Client Portal

Virtual Cabinet is the ideal paperless office document management software - it controls your documents, secures your communication, increases your productivity, and radically speeds up your workflows and general office management.

Used & Loved By 42,000+ Customers Across Dozens Of Industries

How Virtual Cabinet Will Vastly
Improve Your Office Management:

Don't get swamped by data overload.

A great document management system automatically files your documents, streamlines and automates your workflows, allows you to generate real-time performance reports to identify bottlenecks, search for any information (you have permission to see) company-wide including Optical Character Recognition for inside-file searches, and integrate all your existing tools for data integrity.

Collaborate on documents with your team with better version control, and easily scan and drop files into Personal or Group Intrays for easy distribution.

In this age of growing security vulnerabilities, and strict data security and privacy legislation like GDPR, make sure your data is controlled by audit trails, permission settings, encryption and more.

Online digital signature functionality allows for faster, legally binding approvals. While your own branded secure Client Portal software lets you send large files online with ease, and see who accesses those files.

Virtual Cabinet is also Microsoft Office document management compatible, with an easy import function from the Office 365 suite including Word, Excel, Outlook and PowerPoint so you're able to organise your office like never before - and get an instant return on investment both in time and money - by talking to us about using Virtual Cabinet today.

Popular Features That Will Change Your Office Management

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

Carole Waghorne
Owner
“I think the Client Portal is invaluable. The process of getting it up and running was very easy.”
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Chartered Financial Planners based in Enderby
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
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
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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