Workflow Automation

Streamline your workflow with Virtual Cabinet’s automated business processes so that you can stay productive, ensure compliance and increase visibility of job completion.

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Document Collaboration

Share documents internally. Set edit, approval, review and sign-off permissions. Share with clients.

Tailor-Made Workflow

Customise your workflow processes to meet your business requirements.

Automation and Sharing

Create tasks to automate business processes e.g. document creation, approval, sign and submit.

Powerful Reporting

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

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

Workflow Automation Benefits:

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Transparent Document Life-cycle
Get a clear view of document movement within the business. Track job completion times and identify areas for improvement.
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Bringing Teams Together
Work more efficiently and collaborate easily. Good-bye paper files and hello streamlined business processes!
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Continual Process Improvement
Review current business processes to identify bottle-necks and make necessary adjustments.
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Faster Turnaround Times
Automating processes enables faster job completion. Review documents quicker and send to clients for eSignature.

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
Kathryn Koch, key account manager for Virtual Cabinet. Based in the Sydney, Australia office. Available to answer your questions.
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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