Virtual Cabinet Overview

Virtual Cabinet helps Accounting Professionals more than any other industry. That’s because Accountants are usually drowning in paperwork, client communication, filing, administration, handling sensitive data and chasing approvals.

Sound familiar? Virtual Cabinet’s document management software integration for accountants helps you manage your firm better than ever before with their one central document management storage solution for frictionless collaboration with anyone, anywhere, on any device. You’ll get an instant return on investment – in both money and time – with our Document Management Software and Client Portal.

Virtual Cabinet Key features

Automatic Filing

Emails, practice management files and scanned documents are all automatically filed and stored away for you. Goodbye admin.

Data Protection

Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.

Faster Approvals

Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.

Optimise Workflows

Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.

Client Portal

A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.

Team Collaboration

Add documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.

Performance Reporting

Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!

Data Searching

Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.

Category
Document Management, e-Signatures

Regions
AU & NZ

APS Modules
APS Practice Management

Website
Virtual Cabinet

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Improve business efficiency with Virtual Cabinet document management software.

Find out more information or request a demo tailored to your accounting practice needs.