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.
Xplan and Adviser Office are software tools designed for financial services including financial advisors, wealth management and brokers.
Email and calendar integration, helping individuals and businesses get organised.
Sage is a popular accounting and tax cloud-based software. It helps businesses process their finances and stay compliant with HMRC tax standards.
Microsoft Office is widely used to create and edit documents, presentations, spreadsheets and more.
Iris has a range of products that improve productivity across multiple sectors including education, accounting, HR, and Financial Management.
Salesforce are a leading Customer Relationship Management (CRM) tool for any size business.
Xero practice manager is a small-business solution which makes keeping track of accounts simple.
FuseDocs allows users to send documents to clients quickly, designed for financial and accountancy services.
Relate is a Practice Management and tax compliant automation solution for accountants and tax services.
Time4Advice’sprogram Curo creates solutions across the whole of a business involved in financial advice and wealth management.
Financial planning and administration software designed to make back office, and front office tasks more efficient.
SugarCRM is a sales-based Customer Relationship Management tool which automates repetitive and arduous office tasks.
A cash flow modelling and practice management solution for financial advisors and planners.
Point of Sale system and cash flow planning tool for professional independent financial advisors.
LexisNexis provides practice management and legal drafting, and other professional legal solutions for those in the law sector.
ATOmate integrates directly with the ATO to automate the processing, checking and distribution of ATO documents.
Affordable small business Customer Relationship Management (CRM) software with inventory capabilities.
Frama specialises in providing mailroom solutions for the education and other sectors and supply franking technology.
A cloud-based accounting Practice Management system for accountancy firms of all sizes.
Plum offers customisable workflow CRM software for investors and other financial services.
Complete CRM software and cloud-based solution combining email, analytics, customer service, and financial recording.
A compliance software which saves time through automating workflows for company and trust management.
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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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.
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.
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.
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.