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 39k+ 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 intray's for easy distribution.
In this age of growing security vulnerabilities, 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 39,000+ businesses & professionals
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Email attachments, Practice Management System files, prints and scans are all automatically filed and stored away for you. Goodbye admin.
and other privacy legislation is coming. Get audit trails, bank-level encryption, control access privileges & more. Secure your client data.
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
A branded Client Portal
to send large files & secure communication, with seamless integration back to your Document Management Software.
Easily distribute files to Private or Group firm 'in-tray’s'. Access a work-in-progress area for documents to maintain version control.
Audit logs, intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Powerpoint etc). Data integrity with your CRM, Client Portal and Accounting Software.
Find a client’s full job history in a few clicks, company-wide - an enormous time saver. Optical Character Recognition for internal file searches.
Trusted By Thousands Of Great Businesses
“One partner said to me the other day that Virtual Cabinet has changed his life."Read Case Study >
Leading accountancy firm of 240 staff & 26 partners
"I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation.”Read Case Study >
One of the most respected Brokers in the UK
"We cannot now imagine being without it. Document flow is much quicker.”Read Case Study >
299 accounting & consulting firm network
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