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Document Management for Engineering Firms and Online Portal Software

Virtual Cabinet is the ideal engineering Document Management and secure Client Portal software for Engineering Firms and Projects - it controls your documents, secures your communication, increases your productivity, and radically speed ups business workflows.

Used & Loved By 45,000+ Customers Across Dozens Of Industries

"Easy To Use,
Unmatched Features!"
COO, Pitcher Partners
Seven Investment Management,  investment management business - black and white logo

How Virtual Cabinet Helps Engineering Firms And Projects:

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Send large files, drawings and images via a secure online portal using 'magic links' - then track exactly who opened it and when. Allow people to approve documents with legally binding digital signatures.

Use internal 'intrays', and set up work-in-progress areas for easy team collaboration and document version control. Automatically file all incoming and outgoing documents, and sync with your existing systems for data integrity. Manage document and process workflows across your business, and generate real-time team performance reports.

If you're looking at engineering document management software then consider Virtual Cabinet. Speak to us today to see Virtual Cabinet can give you an instant return on investment - both in time and money!

Popular Features That Will Change Your Life

Our Document Management and Client Portal software has helped over 45,000+ businesses & professionals
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Automatic Filing

Email attachments, CRM System files and scanned documents are all automatically filed and stored away for you. Goodbye admin.

Data and document security and protection
Data Protection

Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.

Faster Approvals

Let clients sign documents and with electronic signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.

Optimise Workflows

Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.

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Client Portal

A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.

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Team Collaboration

Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.

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Performance Reporting

Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!

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Integrations

Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Leading integrations with popular business software.

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Data Searching

Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.

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Hear From A Few Of Our 45,000 Customers

"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 - Candor, Galway based Chartered Accountants
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George Taylor
Practice Manager
“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, Partner - Richard J Smith, Specialist Insolvency Practitioners And Chartered Accountants
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Sam Bailey
Partner
“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 - Heelan Associates, Hampshire based family accounting firm
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Dan Heelan
Business Services Manager
“Easy to use, unmatched features!”
Tanya Whidborne, COO - Pitcher Partners
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Tanya Whidborne
COO
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner, PA to Marc Voulters and Richard Gilbert - SRLV Accountants, Chartered Accountants and Business Advisors
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Sara Bremner
PA to Marc Voulters and Richard Gilbert
“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller, Managing Director - Cornish Accounting Solutions, Cornwall based accounting firm
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Paul Miller
Managing Director
More Customer Stories

Ask us anything:

Our industry experts are here to answer your questions
For both big and small businesses and firms
We can evaluate your business pain points and provide a custom solution and pricing to match
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"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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