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 42,000+ Customers Across Dozens Of Industries
How Virtual Cabinet Helps
Businesses & Professional Firms:
We've helped over 42,000 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 and Client Portal software has helped over 42,000+ businesses & professionals
Email attachments, CRM System files and scanned documents are all automatically filed and stored away for you. Goodbye admin.
Comply with GDPR
other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
Let clients sign documents and with electronic 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 and secure communication, with seamless integration back to your Document Management Software.
Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Leading integrations
with popular business software.
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching
across multiple file types.
Trusted By Thousands Of Great Businesses
"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
"We cannot now imagine being without it. Document flow is much quicker.”Read Case Study >
299 accounting & consulting firm network
Join 42,000+ Other Customers
Stop wasting your time, and delight your clients, with a market-leading solution.