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Document Management Software for Payroll Firms and Secure Client Portal

Virtual Cabinet is the ideal 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.

How Virtual Cabinet Helps Payroll Departments and Companies:

Automatically file documents, streamline your workflows with real-time performance reports, search for data company wide with Optical File Recognition and other smart filters, 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 action legally binding digital signatures!

A secure environment in which to manage your sensitive payroll data, while reducing your administration tasks, and saving you significant time. The future is here.

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

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Automatic Filing

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

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Data Protection

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

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Faster Approvals

Let clients sign documents with instant electronic signatures. No more emailing and printing PDFs. Watch your turnaround time improve 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

A branded Client Portal to send large files and secure communication, 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. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.