POPULAR FEATURE

Workflow Automation

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

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What Does Virtual Cabinet's Workflow Automation Software Offer?

Document collaboration

Document Collaboration

Share documents internally with business workflow automation. Set edit, approval, review and sign-off permissions. Easily share files with clients.
Bespoke workflow automation

Tailor-Made Workflow Automation

Customise your business workflow processes to meet your requirements – custom workflow automation software that benefits you.
Workflow automation

Document Workflow Automation and Sharing

Use document workflow automation to create tasks and standardise business processes, e.g. document creation, approval, signing and submission. Say goodbye to admin.

Workflow Reporting

Powerful Reporting

Applied automation workflows allow you to see outstanding and completed business tasks. Report on jobs to keep track of how quickly they are completed so you can manage your business workflows effectively.
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

Workflow Automation Software Benefits:

Don’t rely on paper copies and old-fashioned processes – go digital and use business workflow automation software to streamline your business. But what are the benefits of applied automation workflows?
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Transparent Document Lifecycle
Get a clear view of document movement within the company to manage business workflows. Track job completion times and identify areas for improvement.
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Bringing Teams Together
With workflow automation software, you 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 to your company and document workflow automation.
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Faster Turnaround Times
Automating processes enables faster job completion. Review documents more efficiently and send to clients for eSignature to speed up the sign-off journey – get the job done faster with Virtual Cabinet.
Collaboration tools, work with total clarity from one place with Virtual Cabinet and GetBusy.

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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 Management
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

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
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