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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 40,000+ 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
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!
Integrations
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

Tracey Hammond
Office Manager
"We cannot now imagine being without it. Document flow is much quicker.”
Read Case Study >
299 accounting & consulting firm network
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
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 

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