Document Management Software For Payroll Firms and Secure Client Portal

Virtual Cabinet is the ideal payroll document management software for payroll departments and payroll companies - it controls your documents, secures your communication, increases your productivity, and radically speeds up your workflows.

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

How Virtual Cabinet Helps Payroll Departments and Companies:

Automatically file documents, streamline your workflows with real-time performance reports, search for data company-wide including Optical File Recognition, integrate with all your existing software for data integrity, collaborate with your team with version control, send large files online via our secure Client Portal, and accept legally binding digital signatures!

A secure environment to handle your sensitive payroll data, reduce your administration and save you significant time. The future is here.

Get an instant return on investment today - both in time and money - but installing our Virtual Cabinet Document Management System and secure Client Portal.

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.

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 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.

Get A Free Demo

Hear From A Few Of Our 45,000 Customers

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
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
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
5 gold stars in a row - icon. 5 star review
“Easy to use, unmatched features!”
Tanya Whidborne
,
COO
Read Case Study
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
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

Ask A Question

Advice from a product and industry expert
For both big and small businesses and firms
Personalised to your business
Any questions you have answered
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

Ask a Question

"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co