“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:
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.
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.
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.
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.
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.
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.
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.
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.
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.