POPULAR FEATURE

Secure Client Portal

Virtual Cabinet's Client Portal makes it easy to create a secure, branded online workspace where you can share content, manage approvals, track activity, and communicate safely with your clients.

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Secure File Sharing

Securely send documents, or packs of documents, to clients, suppliers, partners and teams.

Legally Binding Electronic Signatures

Request recipients to electronically sign a document. One document may be signed by multiple people.

Document Retraction

Documents can be retracted automatically or manually, so that the recipient can no longer view that document.

Real-time Reporting

Powerful reporting tools to track your communication and Portal usage. Set up real-time alerts, e.g. get a notification if a customer opens a file.
Used By 45,000+ Customers Worldwide
"Easy To Use,
Unmatched Features!"
COO, Pitcher Partners
Seven Investment Management,  investment management business - black and white logo

Client Portal Benefits:

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Collaborate and Share Securely
With bank level encryption in the Portal, get peace of mind that your documents are more secure compared with sending via email.
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Complete Workflow Audit Trails
See the audit history of every interaction the recipient has with documents on the Portal.
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Intuitive Reporting Tool
Full reporting on all outstanding actions, read status, disk space usage, and number of documents published over time.
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Faster Document Turnaround Time
Contracts, Financial Statements, Tax Returns and more can now be sent to clients via the Portal for fast sign-off with electronic signature. Mail and courier costs can be significantly reduced.

Ask us anything:

Our industry experts are here to answer your questions
For both big and small businesses and firms
We can evaluate your business pain points and provide a custom solution and pricing to match
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Kat
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"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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