“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 you manage your firm 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 to access controls. And that's why we believe we offer the best document management software for accountants. 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 software for accountants.
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.
Assign work to individual staff members as it enters the business in one place. No more chaotic email document circulation.
Report on how many tasks and unfiled documents each of your team members has with document management for accountants. Find bottlenecks and improve workflow.
Easily see any outstanding tasks sent to clients, and monitor if clients have opened or actioned documents in real-time.
Reduce manual data input with automatic document population. Save enormous amounts of time with a higher accuracy rate.
Organise all your information –from client documents to internal records – in one simple, standardised format.
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.
Integrate with all major practice management software for accountants. Reduce administration for setting up new clients and avoid data duplication.