Integrated Document Management

Integrated Document Management Software with Virtual Cabinet

At Virtual Cabinet, we're not a fan of compromise. Our integrated workflow and document management system is built to work with your existing software, rather than against it because we're better together. That means you can retain your existing business infrastructure, keeping hold of those systems that work well for your business, while building an integrated document management hub at the centre of it all.

Worried about losing or organising your emails? With our document management software Outlook integration, you can keep everything in one, central location and automatically capture relevant information in your inbox.

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At Virtual Cabinet, integration with your existing CRM, IPS, or Practice Management system is at the heart of what we do. Our document management solutions harmoniously co-exist with all major workflow software. Below, you’ll find some examples of key integrations with commonly used software, but this is far from an exhaustive list.

Turnkey

IPS and IPS Cloud software used for business restructuring and insolvency practices.

CCH practice management software integrates with Virtual Cabinet document management software

CCH

CCH Accounts Production software is used by accountants to automate common accounting processes.

Iress

Xplan and Adviser Office are software tools designed for financial services including financial advisors, wealth management and brokers.

Outlook

Email and calendar integration, helping individuals and businesses get organised.

Microsoft Outlook Story >

Sage

Sage is a popular accounting and tax cloud-based software. It helps businesses process their finances and stay compliant with HMRC tax standards.

Thomson Reuters

Thomson Reuters Digita Professional Suite improves efficiency for accountancy teams.

Office

Microsoft Office is widely used to create and edit documents, presentations, spreadsheets and more.

Microsoft Outlook Story >

Iris

Iris has a range of products that improve productivity across multiple sectors including education, accounting, HR, and Financial Management.

Iris Story >

Open Gi

A workflow solution for MGAs, brokers, and insurers.

OpenGI Story >

Intelliflo

Intelliflo provides an intuitive solution for financial advisors.

Salesforce

Salesforce are a leading Customer Relationship Management (CRM) tool for any size business.

Xero

Xero practice manager is a small-business solution which makes keeping track of accounts simple.

Xero Gold Partner Story >

Myob

Accounting, and business management solution for all industry sectors.

MYOB Story >

Reckon APS

Reckon APS is a Practice Management software made for accountants.

Reckon APS Story >

Symphony

A popular workflow software for financial services.

FuseDocs

FuseDocs allows users to send documents to clients quickly, designed for financial and accountancy services.

Read integration story >

Watch integration video >

Postworks

Postworks allows you to send physical post from your computer.

Relate Software

Relate is a Practice Management and tax compliant automation solution for accountants and tax services.

Taxcalc

Tax and accountancy Practice Management software for professionals in practice.

SSP

Software designed to help brokers, MGAs, and insurers in the insurance industry.

Time4Advice

Time4Advice’sprogram Curo creates solutions across the whole of a business involved in financial advice and wealth management.

Act Today

CRM and marketing software to automate marketing tasks for small businesses.

JCS

Financial planning and administration software designed to make back office, and front office tasks more efficient.

Ebix

E-commerce software for the insurance, financial, and healthcare sector.

Law Master

A practice management software for legal practices.

Mortgage Stream

Mortgage and general insurance workflow management software.

Practice Engine

Accounting sector Practice management system suitable for firms of all sizes.

Sugar CRM

SugarCRM is a sales-based Customer Relationship Management tool which automates repetitive and arduous office tasks.

Prestwood

A cash flow modelling and practice management solution for financial advisors and planners.

CCL Software

Point of Sale system and cash flow planning tool for professional independent financial advisors.

Goldmine

A CRM tool for businesses without subscription fees.

Curo

Business process automation mobile CRM system for financial planning and wealth management.

Star

Star provides accounting software that deals with payroll, payslips, and auto enrolment.

Lexis Nexis

LexisNexis provides practice management and legal drafting, and other professional legal solutions for those in the law sector.

ATOmate

ATOmate integrates directly with the ATO to automate the processing, checking and distribution of ATO documents.

Tall Emu

Affordable small business Customer Relationship Management (CRM) software with inventory capabilities.

Core IPS

World-leading IPS software for insolvency practitioners.

Frama

Frama specialises in providing mailroom solutions for the education and other sectors and supply franking technology.

Great Soft Cloud

A cloud-based accounting Practice Management system for accountancy firms of all sizes.

Plum Software

Plum offers customisable workflow CRM software for investors and other financial services.

Adviser Cloud

A cloud-based back office solution for Independent Financial Advisors.

Zoho

Complete CRM software and cloud-based solution combining email, analytics, customer service, and financial recording.

CAS 360

A compliance software which saves time through automating workflows for company and trust management.

FLG

Customer Relationship Management online solution for small to medium-sized businesses.

Glide

Glide provides a unique approach to workflow management that brings extreme levels of visibility, transparency, control and automation to Accounting and Bookkeeping practices.

And many more software integrations! Interested in our integrated document management software? Ask if we connect to your existing systems today.

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Any questions you have answered

What is an integrated document?

Document management systems - DMS - are end-user applications. Integrated document management systems (IDMs) transform the concept by providing functionality with other applications. So, an integrated document is one that can be edited or have components added within multiple applications.
Virtual Cabinet has been built with integration at its core. This means you can easily connect it to your business's Microsoft Outlook, Microsoft Office, the customer relationship management (CRM) platform, etc. So, you can seamlessly store everything away in one location - your Virtual cabinet.

How do I configure the Virtual Cabinet Outlook Add In?

Now, this might seem like a task that'll have you running for your IT department. But don't panic. It's actually quite simple, and something we've covered in our super useful how-to guide on setting up Email Suggestions - a feature designed to help you index your emails by learning from how you've previously indexed them.

Can I integrate Virtual Cabinet and IRIS products?

Yes, Virtual Cabinet can be integrated with IRIS' Practice Management and Payroll solutions. See how we helped The Carley Partnership integrate Virtual Cabinet into IRIS Practice Management.

Can Virtual Cabinet and Salesforce be integrated?

Absolutely. Virtual Cabinet can be integrated with a variety of CRMs (customer relationship management), including Salesforce, Act Today, Sugar CRM, Goldmine, Curo, Tall Emu, Plum Software, Zoho and more.

Integrated Document Management