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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 with Optical Character Recognition for inside-file searches, and integrate all your existing tools for data integrity.

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

In this age of growing security vulnerabilities, strict data security rules, and privacy legislation like GDPR, make sure your data is controlled by audit trails, permission settings, encrypted communication 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. You'll get an instant return on investment both in time and money, by talking to us about using Virtual Cabinet today.

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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, hello productivity.

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Data Protection

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

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Faster Approvals

Let clients sign documents instantly with electronic signatures. No more emailing and printing PDFs. Cut your turnaround time in half with powerful digital signing.

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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

Utilise our Client Portal to send large files and ensure secure communication. All 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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Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Discover our leading integrations with other popular business software.

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Data Searching

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