Accounting Document Management Software and Secure Client Portal

Thousands of firms – big and small – trust Virtual Cabinet 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, handling sensitive data and chasing approvals.

Sound familiar? Virtual Cabinet's accounting document management software 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 for accountants and our Client Portal

Our accounting document management software comes with so many tools to change the way your firm runs – from automatically filing secure documents managing to access controls for secure filing. And that's why we believe we offer the best document management software for accountants, tailored to firms of all sizes. Here are just a few features of our software for accounting:

Client Portal Software for Accountants and 45,000 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
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Automate Compliance Workflows

From instant creation of associated documents (e.g, cover letters and stored templates), to tax pack finalisation via team workflow automation and client portal software for accountants. Your accounting document management system is designed to suit your compliance needs.

Secure file sharing
Email Capture & Filing

The whole team can see client conversations and documents, not just one-to-one emails. Choose from many levels of automation to suit your needs. File away documents and emails in a few simple steps, cutting out the need for admin. Tailor your accounting document management software to your firm.

legally binding digital signature
Intray’s & Document Distribution

Assign work to individual staff members as it enters the business in one place. No more chaotic email document circulation. Group in trays allow for full visibility on files. Don’t know what to do with a document? Leave a note for your colleague with accounting management software.

automated, trackable workflows
Productivity Reports

Report on how many tasks and unfiled documents each of your team members has with document management for accountants. Find bottlenecks and improve workflows, check on documents awaiting actions and see completed business tasks to manage staff and client output.

Client requests
Visibility On The Client End

Our client portal software for accountants allows you to easily see any outstanding tasks sent to they, and monitor if clients have opened or actioned documents in real-time. Take one step closer to missing less, forgetting less, chasing up less and getting more done with clarity.

Content collaboration with Virtual Cabinet Document Management
Templates & Auto-field Population

Reduce manual data input with automatic document population within the accounting client management software. Save enormous amounts of time with a higher accuracy rate, comply with strict workflows and regulations and ensure consistency across your firm.

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Standardise Filing

Organise all your information –from client documents to internal records – in one simple, consistent format. Make it easier to find lost files within the accounting document management system by standardising file names and locations across the business.

Check out the latest version of VC
Privacy & Compliance

The UK, Australia, USA & NZ are all passing new privacy and data protection legislation such as GDPR. We help you stay compliant with accounting document management software – from standardising templates to creating audit trails.

Powerful search tools
PM System Integration

Integrate with all major practice management software for accountants. Reduce administration for setting up new clients and avoid data duplication. Our document management software for small businesses, and larger firms, integrates with your accounting management software for seamless collaboration.

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What Our Accounting Document Management Software Customers Have to Say

Richard J Smith, Specialist Insolvency Practitioners And Chartered Accountants - company logo
5 gold stars in a row - icon. 5 star review
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
Sam Bailey
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Candor, Galway based Chartered Accountants - company logo
5 gold stars in a row - icon. 5 star review
"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
George Taylor
Practice Manager
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Pitcher Partners, Accounting network based in Australia - company logo
5 gold stars in a row - icon. 5 star review
“Easy to use, unmatched features!”
Tanya Whidborne
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Heelan Associates, Hampshire based family accounting firm - company logo
5 gold stars in a row - icon. 5 star review
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
Dan Heelan
Business Services Manager
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Cornish Accounting Solutions, Cornwall based accounting firm - company logo
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller
Managing Director
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Parfrey Murphy, Chartered Accountants based in Cork - company logo
5 gold stars in a row - icon. 5 star review
"Returns can be finalised within a few hours instead of days. It also helps save time in follow up procedures.
Seamus Parfrey
Managing Partner
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Are you interested in streamlined document management for accountants? Does your firm need help organising their files to improve client output and improve workflows? Discover the best document management software for accountants with Virtual Cabinet. Book your free demo by filling out the form below today.

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Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47