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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 40,000+ 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 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 40,000+ 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!
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

Darren Kelly
"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
Seamus Parfrey
Managing Partner
"Returns can be finalised within a few hours instead of days. It also helps save time in follow up procedures.
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A two-partner accountancy firm employing 16 staff
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
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