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VIRTUAL CABINET®

Virtual Cabinet® is an integrated Document Management and Portal with full version control and audit trail to provide peace of mind for those wishing to reduce office paperwork, collaborate more effectively and meet legal requirements for valid document retention. The Document Management and Portal delivers a cost effective, highly functional, intuitive solution for all of your document management requirements. The system acts as a mechanism for secure document storage, searching, sharing, distribution, and workflow between businesses and their clients.

How Virtual Cabinet integrates with the software your company uses every day

What leading professional service firms are saying about Virtual Cabinet

The system is simple to use, very cost effective and the built in portals add an extra dimension, integrating document filing and transfer.

Graham Smith, Cunningtons Chartered Accountants 

Document Management and Portal

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& BENEFITS

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PRACTICE SOLUTIONS

MICROSOFT OUTLOOK®

MICROSOFT WORD®

MICROSOFT EXCEL®

DOCUMENT GENERATION

Advisors generate documents on a range of programs.

Search & retrieve your documents

Portal

Digitally sign

Remote access from anywhere

VIRTUAL PORTAL

Clients are given access to relevant documents to give their approval via a digital signature or ask for amendments. An updated version is automatically saved back into Document Management system via the Virtual Portal.

CLIENT

CLIENT

CLIENT

CLIENT

VIRTUAL PORTAL

DOCUMENT MANAGEMENT

DOCUMENT MANAGEMENT

Generated documents are saved in Document Management System.

We chose Virtual Cabinet because of its ease of use, powerful search facilities, flexibility in configuration to match our systems and integration with our accounting system. This, in particular, allows us to file and retrieve information directly from our accounting system at the touch of a button.

Peter White, Stewart Fletcher & Barrett 

We have been using Virtual Cabinet for only a short time, but we are already seeing the benefits. It is very satisfying to be able to access our clients’ information instantly using the search function and answer any queries they may have immediately. As well as improving our efficiency, we are also freeing up valuable storage space and using less paper!

Kay Daniels, Daniels Accountancy

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The document portal demonstrates our commitment to technology and presents a secure alternative to email. Because clients can be fearful if something arrives out of the blue, we have been careful to talk through how the portal works and they like it. We present it as a ‘secure letterbox’. Documents come back quicker because we have primed them first on what to expect and having the electronic signature, effectively gets rid of three separate processes, helping us to save time and become more efficient.

Martin Ward, Dodd & Co. 

PRACTICE MANAGEMENT INTEGRATION

Seamless integration with all major practice management and core business applications.

Portal integration allows you to select documents and instantly publish to the Portal to share with your clients.

SECURE BRANDED PORTAL

Clients are able to digitally sign documents securely allowing full cycle document communication. 

AUTHENTICATED DIGITAL SIGNATURE

Automatically file emails into client correspondence file linked to your practive management system.

AUTOMATED EMAIL FILING

SIMPLE SEARCH & RETRIEVE

Simply search by client file of refine a search based on certain criteria i.e. period end or content.

AUDITED DOCUMENT OWNERSHIP

Full end to end document audit process in Virtual Cabinet and in the portal. 

STAY SECURE

Bank-level AES-256 bit encryption and multi-layered security ensures your data is protected by the highest levels of security.

You can add unprecedented levels of customisable control and visibility to document lifecycles. 

PROCESS AND TASK MANAGEMENT

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