Accounting Document Management Software and Secure Client Portal

Thousands of firms – big and small – trust Virtual Cabinet's accounting document management software for their business. Book a demo today.

How Virtual Cabinet’s Software for Accounting Can Help Your Firm

“We chose Virtual Cabinet as it had the best integration to our Practice Management system. The automatic email filing was a massive time saver and the powerful searching was clearly the most easy to use for staff.”

- Crystal Harris, Administrative Services Manager, MGO

Virtual Cabinet helps accounting professionals more than any other industry. That’s because accountants are usually drowning in paperwork. Client communication, filing, administration, and chasing approvals all adds up to a mountain of paper documents and time spent trying to tame the chaos. Sound familiar?

Virtual Cabinet helps firms manage their workflows better than ever before. You'll get an instant return on investment – in both money and time – with our document management software and our Client Portal.

Our accounting DMS comes with so many game changing tools like instant, binding e-signatures through our secure Client Portal, automated filing, email capture, and access controls.

That's why we know we offer the best document management system for accountants, tailored to firms of all sizes. Here are just a few key features of our DMS software that will eliminate the problems accountants face every day:

Automate Workflows and Aid Compliance

Automate to save time every day. From instant creation of repetitive documents to tax pack finalisation via our secure client portal software, our accounting document management system is designed to suit your data compliance needs and ensure a complete audit trail.

Email Capture & Filing

Say goodbye to lost correspondence and disordered client communication. The whole team can now see client conversations in order with associated documents. Automate common manual tasks like email filing and other filing administration to make your time more productive.

Intrays & Document Distribution

Improve collaboration efficiency and accountability of tasks. Assign work to individuals as it arrives. No more chaotic internal email circulation. Group intrays allow for full visibility and accountability of tasks. Instantly communicate with your colleagues with real-time collaboration software to speed up your work processes.

Productivity Reports

Report on tasks and unfiled documents with Virtual Cabinet’s document management for accountants. Identify and eliminate workflow bottlenecks to improve your operations and processes, check on documents awaiting actions, and see completed business tasks to manage staff and client output.

Visibility for Your Clients

No more waiting for contracts to make it through the post. Our instant, binding e-signatures mean you can take a huge step closer to missing less, forgetting less, chasing up less and getting more done with clarity. The VC secure client portal allows you to easily see any outstanding tasks or unopened communication sent to them.

Templates & Auto-Field Population

Reduce time-consuming manual data input with automatic document population within our file management software. Save enormous amounts of time with intelligent autofill, comply with company-wide regulations, and ensure consistency across your firm.

Efficient Filing

No more filing confusion or wasting time trying to lay your hands on the right piece of paper. Organise all your information from client documents to internal records, in one consistent place. Never lose a file again with VC's document management system with smart searches.

Privacy & Compliance

The UK, Australia, USA & NZ are constantly updating privacy and data protection legislation such as GDPR. We help you stay compliant with our intelligent accounting document management software. Maintain data security, and automatically create comprehensive audit trails for your peace of mind.

PM System Integration

Say 'no' to clunky integrations! VC integrates seamlessly with all major accounting practice management software. Streamline administration processes and avoid data duplication. Our document management software for small and large firms, integrates with your existing PM system for seamless whole-office collaboration.

Client Portal Software for Accountants and 70,000+ Customers

Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet