Document Management For Professional Firms, and Client Portal Software
Virtual Cabinet is ideal document management for professional firms and business, in any industry. Our software controls your documents, secures your communication, increases your productivity, and radically speeds up your workflows.
Used & Loved By 39k+ Customers Across Dozens Of Industries
How Virtual Cabinet Helps
Businesses & Professional Firms:
We've helped over 39,000 customers across dozens of industries to run significantly better businesses and professional firms.
Imagine automatically filing incoming and outgoing information, company-wide advanced data searching (including Optical Character Recognition), automating your team workflows, generating real-time performance reports to identify bottlenecks, and securing all you sensitive data.
Send large files securely online with your own branded Client Portal, allow customers to sign documents with legally binding approvals, then sync all this information back into your document management system.
We're famous for our integrations. Whether it's an out-of the box integration, or something more customised - we make sure that all your data is finally centralised and understandable in one spot.
And with every more tough privacy and security legislation, such as GDPR, it's never been more important to control your data to remain compliant.
Get an instant return on investment - both in time and money - with our document management for professional firms by talking to us about Virtual Cabinet today.
Popular Features That Will Change Your Business Or Professional Firm
Our Document Management Software and Client Portal 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
“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
"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
"Returns can be finalised within a few hours instead of days. It also helps save time in follow up procedures.Read Case Study >
A two-partner accountancy firm employing 16 staff
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