Enterprise Document Management and Client Portal for Larger Businesses

Do you require enterprise document management software for your business? Virtual Cabinet controls, secures and transforms the way you work. Find out more.

Software for Enterprise Businesses 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. Black logo
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

How Virtual Cabinet Enterprise Document Management Tools Can Help You:

Few companies have as much experience as we have successfully installing enterprise document management system software across various businesses and firms. Some of the leading brands in the market trust Virtual Cabinet to provide effective software for enterprise businesses.

We can customise a solution to fit your business' exact needs and train your staff so they operate at maximum efficiency.

Our software for enterprise offers a whole host of benefits for your business. The Virtual Cabinet enterprise document management tools:

  • Automate filing
  • Allow company-wide data searching and collaboration
  • Improves performance with automated workflows
  • Vastly improve security (especially important in the face of growing privacy legislation, such as GDPR)
  • Sync with your existing software including custom integrations
  • Generate real-time team performance reports.

Get an instant return on investment - both in time and money - and speak to us about installing the Virtual Cabinet software for enterprise in your business today. It's one of the best enterprise document management systems with secure client portal software available to larger businesses - and we can tailor it to your exclusive needs.

real-time refresh
Automatic Filing

Email attachments, CRM system files and scanned documents are all automatically filed and stored away for you. Say goodbye to admin with the best enterprise document management system for you.

Secure file sharing
Data Protection

Comply with GDPR and other strict privacy laws. Choose audit trails, encrypted communication, control access privileges and more with Virtual Cabinet’s software for enterprise, all while securing your client data.

legally binding digital signature
Faster Approvals

Let clients sign documents with electronic signatures. Without the need for emailing and printing PDF’s, you can watch your turnaround time improve.

automated, trackable workflows
Optimise Workflows

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

Client requests
Client Portal

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

Content collaboration with Virtual Cabinet Document Management
Team Collaboration

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

Increasing graph
Performance Reporting

Generate audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and so much more!

Check out the latest version of VC
Integrations

Use powerful Microsoft Office add-ins (Outlook, Word, Excel etc.) with leading integrations with popular business software.

Powerful search tools
Data Searching

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

Get A Free Demo

Interested in Enterprise Document Management Software? Hear from a Few of Our 45,000 Customers

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
Read Case Study
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
,
Partner
Read Case Study
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
Read Case Study
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
,
COO
Read Case Study
SRLV Accountants, Chartered Accountants and Business Advisors
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner
,
PA to Marc Voulters and Richard Gilbert
Read Case Study
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
Read Case Study
Collaboration tools, work with total clarity from one place with GetBusy task management.

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For both big and small businesses and firms
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Personalised to your business
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Any questions you have answered
Peter Syddall, of P.B.Syddall & CO chooses Virtual Cabinet Document Managment
First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

Ask a Question

First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co
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. White logo
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
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47