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- Practice Management
- Overview
- Client management
- Time & Billing
- Reporting & Insights
- Workflow
- Data Management and Analytics
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- Compliance Software
- Compliance Overview
- Tax software
- General ledger software
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- Accountant Services
- Accounting practice consulting
- HandiSoft training
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
![](/media/gnho3xyu/virtualcabinetsquareheader.png?anchor=center&mode=crop&width=350&height=350&rnd=133202040372430000)
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
![Template Icon Full Colour Tiny (1)](/media/5nrn52bp/template_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133201969236830000)
Automatic filing
Emails, practice management files and scanned documents are all automatically filed and stored away for you. Goodbye admin.
![Timesheet Approval Icon Full Colour Tiny](/media/5o3psw5z/timesheet-approval_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133201963315670000)
Faster approvals
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
![Fin And People Mgt Icon Full Colour Tiny](/media/efspl4t3/fin-and-people-mgt_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133202036101570000)
Client portal
A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.
![Smart Dashboards Icon Full Colour Tiny](/media/kt2eop22/smart-dashboards_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133202032071200000)
Performance reporting
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
![Availability And Security Icon Full Colour Tiny](/media/gvwbcy1m/availability-and-security_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133201965558200000)
Data Protection
Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
![Streamline Processes Icon Full Colour Tiny (2)](/media/z0enpxjy/streamline-processes_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133201969236070000)
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.
![People Management Icon Full Colour Tiny](/media/lorlztxq/people-management_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133201969235270000)
Team collaboration
Add documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.
![Audit And Analysis Icon Full Colour Tiny](/media/ih0jqbrx/audit-and-analysis_icon_full-colour-tiny.png?anchor=center&mode=crop&width=80&height=80&rnd=133201974498570000)
Data searching
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.