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VIRTUAL CABINET®

You're seconds away from understanding why integrated Document Management Software, and a Client Portal, is essential to run a modern, organised business.

Download your free guide to improving your business with Document Management Software and the Client Portal

& BENEFITS

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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