RECKON VIRTUAL CABINET & PORTAL
Document management and
customer communication software
Used by 590k people sharing 2.5 million document 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.
“We chose Virtual Cabinet because of its ease of use, powerful search facilities, and its ability to seamlessly integrate with our accounting system.”
– Peter White, Stewart Fletcher & Barrett
The average employee spends 400 hours each year
searching for files
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.
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.
“We chose Reckon due to the companies reliable 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 in 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 document 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 access, significantly more secure than emailed documents.
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 the office.
Customised to your needs
Our software is highly customisable, with a broad range of integrations so you can be sure Virtual Cabinet 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 accounting firms, 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
“With Virtual Cabinet we are able to access our clients’ information instantly using the search function and answer any queries they may have immediately.”
– Kay Daniels, Daniels Accountancy
More customer love
The security element was obviously number one for us, we did not want to be uploading documents into a cloud environment that could be hacked. We would not store our client data in Virtual Cabinet if we did not have complete faith in the system.Richard White
We have found support to be very effective and highly responsive. Reckon have found a happy mix between being sufficiently resourced to deal with any problem, but small enough for us to know them on a first name basis.Shaun Mary
The VC team clearly had an enormous amount of experience integrating 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