Insolvency Document Management and Client Portal for Business Advisory Professionals

Leading insolvency and business advisory firms trust us to help manage their case files and office information in a single source of truth. Find out more.

How Virtual Cabinet can help with comprehensive filing for Insolvency:

"A major benefit is the time it takes to retrieve and see a document; the average time is approximately 5 or 6 seconds."

- Ted Wetton, Managing Director, Gibson Booth

Virtual Cabinet business advisory and insolvency management software helps firms overcome a number of challenges. That’s because insolvency professionals are usually drowning in data. Case files, client communication, email and paper filing, administration, handling sensitive data, and chasing approvals all add up to a mountain of paper documents and time wasted trying to tame the chaos.

Sound familiar? Virtual Cabinet can help you manage your firm better than ever. Get a single source of truth for case file documents, auto-file email correspondence, trigger automatic workflows to improve performance, and run detailed real-time team reporting. Integrate our insolvency documents system with your insolvency case management software and streamline workflows immediately.

Your business is only as good as the tools you have supporting you. So get Virtual Cabinet insolvency management software today for an instant return on investment, both in money and time.

Automatic Filing

Emails, insolvency case files, records, and scanned documents are all automatically filed and stored away for you. Say goodbye to arduous admin tasks and hello to productivity.

Data Protection

Comply with GDPR and other strict privacy laws. Maintain complete audit trails, utilise encrypted client communication, control access privileges, and more. Secure your client data with Virtual Cabinet insolvency management services.

Faster Approvals

Let clients sign documents and declarations with powerful, binding electronic signatures. No more printing and posting important documents. Let technology do the heavy lifting so you can sit back and watch your turnaround times improve.

Optimise Workflows

Your firm is only as productive as its supporting software. Streamline, automate, and optimise your workflows with quality insolvency document management. Generate insightful, actionable team reports and improve the entire process of document approval.

Client Portal

Utilise the branded Client Portal to send large files and secure communication, with seamless integration back to your document management software. Speed up the process of obtaining approvals and completing business transactions using the eSignatures function within the portal.

Team Collaboration

Send documents to individual or group Intrays. Set user permissions, secure access controls, discover version control, and more with content collaboration tools. Let's collaborate!

Performance Reporting

Utilise comprehensive audit logs, intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports, and more! So, you can see how you and your team are using VC and how smart you're working.

Integrations

Make use of powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Virtual Cabinet offers leading integration with popular IPS Turnkey software to develop your insolvency case management software.

Data Searching

Never lose a document again. Retrieve customer data instantly with just the click of a button. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types to recover your insolvency documents.

Insolvency Documents Software Trusted by Leading Insolvency & Business Advisory Firms

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