Document Management Software For Office Management and Secure Client Portal

Virtual Cabinet is the ideal paperless office document management software - it controls your documents, secures your communication, increases your productivity, and radically speeds up your workflows and general office management.

How Virtual Cabinet Will Vastly Improve Your Office Management:

"We cannot now imagine being without it. Document flow is much quicker.”

- Tracey Hammond, Office Manager, Moore Stephens

Don't get swamped by data overload.

A great document management system automatically files your documents, streamlines and automates your workflows, allows you to generate real-time performance reports to identify bottlenecks, search for any information (you have permission to see) company-wide including Optical Character Recognition for inside-file searches, and integrate all your existing tools for data integrity.

Collaborate on documents with your team with better version control, and easily scan and drop files into Personal or Group Intrays for easy distribution.

In this age of growing security vulnerabilities, and strict data security and privacy legislation like GDPR, make sure your data is controlled by audit trails, permission settings, encryption and more.

Online digital signature functionality allows for faster, legally binding approvals. While your own branded secure Client Portal software lets you send large files online with ease, and see who accesses those files.

Virtual Cabinet is also Microsoft Office document management compatible, with an easy import function from the Office 365 suite including Word, Excel, Outlook and PowerPoint so you're able to organise your office like never before - and get an instant return on investment both in time and money - by talking to us about using Virtual Cabinet today.

Automatic Filing

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

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.

Client Portal

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

Team Collaboration

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

Performance Reporting

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

Integrations

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

Data Searching

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

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

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