POPULAR FEATURE

Comprehensive Reporting

Comply with strict privacy laws and ensure high quality staff output with Virtual Cabinet Reporting.

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User-Audit Reporting

See what user's have been doing what actions. Search across any combination of users, time periods, and actions.

Intray Reporting

See what document's Virtual Cabinet users are yet to action and file.

Task Reporting

See outstanding and completed business tasks. Report on tasks to keep track of how quickly jobs are completed.

Client Portal Reporting

Check documents awaiting actions e.g. client eSignature. Review published documents over time. Check end user adoption status.

Used 45,000+ Customers Worldwide

Tanya Whidborne, 
COO at Pitch Partners Australia
"Easy To Use,
Unmatched Features!"
COO, Pitcher Partners
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management systemPitch Partners, Australia selects Virtual Cabinet Document Management SoftwareMoore Stephens, Moore Global, global accountancy and consulting network of independent firms selects Virtual CabinetPKF Francis Clark, chartered accountants select Virtual CabinetCBW - Cater Baker Winter, top 50 accountancy firm selects Virtual Cabinet document management systemLovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management SoftwareSeven Investment Management - 7IM, Investment management firm selects Virtual Cabinet document management systemBelvoir, property management,  selects Virtual Cabinet Document Management SoftwareUnited Trust Bank, Specialist banking provide, selects Virtual Cabinet document management systemNottingham Trent University - public research university in Nottingham, England - selects Virtual Cabinet

Reporting Benefits:

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Highlight Action Items
Users and Management are able to quickly see what is happening in Virtual Cabinet, and prioritise what needs to be actioned.
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Maintain Data Security
Ensure that users are only accessing and editing certain documents as required. Update access permissions if necessary.
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Comply With Privacy Laws
Reporting insights will help you control how documents are managed, as well as controlling access to data. This will help you comply with strict privacy laws (e.g. GDPR).
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Faster Turnaround Times
Identify which documents are awaiting eSignature to keep your documents and client jobs moving forward.

Ask us anything:

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Our industry experts are here to answer your questions
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For both big and small businesses and firms
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We can evaluate your business pain points and provide a custom solution and pricing to match
Dave
Available
Kathryn Koch, key account manager for Virtual Cabinet. Based in the Sydney, Australia office. Available to answer your questions.
Kat
Available
Peter B. Syddall, Partner at P.B. Syddall & co
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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