Document Management For Professional Firms and Client Portal Software

Virtual Cabinet is ideal document management for professional firms and business, in any industry. Our software 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 Businesses & Professional Firms:

We've helped over 45,000 customers across dozens of industries to run significantly better businesses and professional firms.

Imagine automatically filing incoming and outgoing information, company-wide advanced data searching (including Optical Character Recognition), automating your team workflows, generating real-time performance reports to identify bottlenecks, and securing all you sensitive data.

Send large files securely online with your own branded Client Portal, allow customers to sign documents with legally binding approvals, then sync all this information back into your document management system.

We're famous for our integrations. Whether it's an out-of the box integration, or something more customised - we make sure that all your data is finally centralised and understandable in one spot.

And with every more tough privacy and security legislation, such as GDPR, it's never been more important to control your data to remain compliant.

Get an instant return on investment - both in time and money - with our document management for professional firms by talking to us about 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.

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