Virtual Cabinet
Simplify your work with document management for accountants. Store and quickly find your emails and documents, automate team workflows, securely send client documents, and enable authorisation via eSignatures.
- Category: Document management
- Regions: AU & NZ
- Product Integrations: APS Software
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 benefits
Automatic filing
Emails, practice management files and scanned documents are all automatically filed and stored away for you. Goodbye admin.
Faster approvals
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Client portal
A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.
Performance reporting
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Data Protection
Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
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.
Team collaboration
Add documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.
Data searching
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.
Improve business efficiency with Virtual Cabinet document management software
For all your accounting practice needs
Run your entire practice with best-in-class powerful tax, compliance and practice management software to help optimise compliance workflows and advance every aspect of your accounting practice. Our solutions offer powerful, automated workflows, out of the box dashboards and easily customised reporting, enhancing productivity and providing you with instant access to data-driven insights.