RECKON VIRTUAL CABINET & PORTAL
Document management and
customer communication software
Used by 570k people sharing 1.5 million documents across 110 countries.
Effortlessly manage and share your documents
Radically boost productivity
Access all your documents securely online, automatic inbound and outbound filing, audit trails, workflow efficiencies and much more.
Transform customer communication
Send documents to customers, collaborate with them online, allow customer digital sign-off, and see a full audit trail in a highly secure environment.
“Virtual Cabinet stood out because it was just the best looking product on the market.”
– Richard White, Larking Gowen Chartered Accountants
The average employee spends 400 hours
searching for files annually
The benefits of implementing a top quality document management system are enormous.
in turnaround time when electronic signatures are used with customers.
25% of misplaced
documents will never be located without a document management system.
~ Datapro/Gartner Group
in document-related costs estimated with a document management system.
83% of workers
waste time every day on version management issues which can be immediately improved on.
~ Harris Interactive
““We first of all choose Reckon due to the companies’ reputation in the market.”
– Amanda Manchett, Manchetts Rescue & Recovery
Some of the many ways our software
will change your business
Accept digital signatures
Let clients sign documents to significantly reduce document turnaround time and efficiency. No more printing out PDF’s – your clients will love you for it.
Track documents after sending
See if your file is viewed, actioned or downloaded real-time, and set up alerts. Invaluable insights to improve your communication strategy.
All your files in one place
Create, save and edit documents all in the same place; and ensure your team is always working on the latest version.
Email attachments and client-related documents from your practice management system are automatically sorted and stored. No more manual filing!
Oh no! Just sent the wrong document? With Virtual Cabinet you can simply retract it before it’s seen – no harm done.
AES-256 bit encryption and multi-layered security ensures your data is protected. Documents are held in an environment only the recipient can gain access, so more secure than email.
Audited document ownership
Our end-to-end audit process means every document’s history is visible, with clear ownership information back to users.
So you can find that elusive client file with ease (including searching the content of the actual document), and access all your documents from outside of the office.
Customised to your needs
Our software is highly customisable, with a large range of integrations, so you can be sure it will be just right for your business.
Easy file distribution
Fast, audited distribution of daily documents, which can be dragged and dropped into other in-trays with ‘sticky notes’ added for comments.
Use on multiple devices
Access your documents from your smartphone, tablet, PC or Mac.
“Every time we spoke to other accountancy practices, they raved about Virtual Cabinet.”
– Adam Silver, Silver Levene
Millions of documents. Thousands of users.
We’re more than just a document management system.
Securely share, and digitally sign documents with your clients on our Portal.
Documents published on our Portal
People using our Portal
Countries where our Portal is used
“In 85-90% of cases, we are starting to see faster turnaround times.
We send them to the client in the morning, and by the afternoon we have sign off.”
– Paul Miller, Cornish Accounting Systems
Hear directly from our customers
See Document Management system has transformed the lives of professionals around the world.
“We can’t imagine life without Virtual Cabinet. It would be a backward step.
It’s not the future; it’s what’s happening now.”
– Robert Dellow, Atkins Thomson
More customer love
The security element was obviously number one for us, we did not want to be uploading documents into the cloud that could be hacked. We would not trust our client data if we do not have complete faith in the system.Richard White
We have found support to be really good, very responsive, and we have also found a happy mix between being sufficiently resourced to deal with a problem, but also know them on a first name basis, so when they come and visit our office, they know our systems inside and out.Shaun Mary
The VC team clearly had enormous experience of integration with other systems. Their offer ticked all the boxes and it was reassuring to know that they already had many satisfied customers from the ranks of the top-100 intermediaries and smaller firms too.Mike Anderson
Fill out your details to see a product demo
Or call us directly on (02) 9965 1306.