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Filing Standardisation

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

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Bespoke structures

Bespoke Filing Structure

Get a bespoke filing structure for your client documents and company documents - including HR, compliance and more.
standardised filing

Standardised Filing

Setup a structure to suit specific business units. Ensure all staff are following a clear and consistent filing process.
automatic filing

Auto-filing and Document Indexing

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 '000s of third party software providers where your client information is managed for accurate filing and retrieval.
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. Black logo
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

Filing Standardisation Benefits:

How-to Guide
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 setup. Changes are reserved to admins only.
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Future Proofed Filing
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 Mis-filing and Duplication
Eliminate filing inconsistencies between staff and across your business using automation and integration options.
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Advice from a product and industry expert
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For both big and small businesses and firms
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Personalised to your business
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Any questions you have answered
Peter Syddall, of P.B.Syddall & CO chooses Virtual Cabinet Document Managment
First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

Ask a Question

First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co
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. White logo
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
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47