POPULAR FEATURE

Streamlined Folder Structures with Filing Standardisation

Establish a standardised filing structure for your documents making indexing and retrieval easier and much more efficient.

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Bespoke structures

Bespoke Filing Structure

Design a bespoke filing structure for your client documents and company documents – including HR, compliance and more – helping you find the best folder structure for your business.
standardised filing

Standardised Filing Structures

Setup a folder structure to suit specific business units. Ensure all staff are following a clear and consistent filing process, making it easier for everyone further down the line.
automatic filing

Auto-filing and Document Indexing

With automatic file managers you can create custom indexing profiles for specific document workflows (e.g. invoicing, contracts, tax returns etc.) to minimise manual data entry.

Integrations

Powerful Filing Integrations

Integrate with thousands of third-party software providers where your client information is managed for accurate filing and retrieval across various platforms.
Automatic File Managers Used By 45,000+ Customers Worldwide
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet

Benefits of Standardised Filing Processes

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Fast Document Retrieval
Get faster document retrieval with everyone following the same standardised filing processes.
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Controlled Filing Structure
No more messy folder structures! Rest easy – your filing cabinets are safe following the set-up of your automatic file manager. Changes are reserved for admins only.
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Future Proofed Filing Processes
Ensure a consistent filing structure as you grow, year after year. Our expert team will provide you with best practice filing processes.
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Eliminate Misfiling and Duplication
Eliminate filing structure inconsistencies between staff and across your business using automation and integration options.
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47