RECKON VIRTUAL CABINET & PORTAL

Document management software and
customer communication portal

Used by 590k people sharing 2.5 million documents across 110 countries

Effortlessly manage and share your documents

Radically boost productivity

Access all your documents securely, 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.

Third party integration

We connect straight out of the box with some of the worlds leading practice management, sales, CRM and back-office systems. Explore our integrations.

“Virtual Cabinet stood out because it was simply the best looking product on the market.”

– Richard White, Larking Gowen Chartered Accountants

The average employee spends 400 hours each year
searching for files

The benefits of implementing a top quality document management system are enormous

80% reduction

in turnaround time when electronic signatures are used with customers.
~Ombud

25% of misplaced

documents will never be located without a document management system.
~ Datapro/Gartner Group

40% savings

in document-related costs estimated when using a document management system.
~ Gartner

83% of workers

waste time every day on version management issues which can be immediately improved on.
~Harris Interactive

“We chose Reckon due to the company’s 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 digitally 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.

Automatic filing

All documents are automatically sorted and stored where they need to be. No more manual filing!

Document retraction

Oh no! Just sent the wrong document? With Virtual Cabinet you can simply retract it before it’s seen – no harm done.

Bank-level security

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.

Powerful searches

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.

Fast document scanning

Scan from one of our recommended high-speed pruduction scanners or seamlessly integrate with your existing multi-function devices.

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

Connect Virtual Cabinet to your document scanner and automatically capture files. Post routing to in-trays allows for fast, audited distribution of daily documents.

Automatic Email & Print Filing

All emails and email attachments are automatically stored and sorted, saving you countless hours trawling through your inbox or not having information you need in a colleagues absence.

Process management

Automatically set document processes in line with your business process to ensure full visibility of a document status and automated reporting.

Automated tasks

Automatically set document tasks for reoccurring document movement to ensure timely approval or to enable rerouting of documents should the approver be absent.

Free guide: Electronic document management & secure document transfer for your business

“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.

Number of documents published on the Virtual Cabinet portal

People using the Virtual Cabinet Document Portal

Number of countries where the Virtual Cabinet Document Portal is used.

“In 85-90% of cases, we are starting to see faster turnaround times.
We will send a document 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 how Virtual Cabinet has transformed the lives of professionals around the world.

“We can’t imagine life without Virtual Cabinet. It would be a backwards 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 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

Larking Gowen Chartered Accountants

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

Lovewell Blake

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

Clear Insurance Management

Fill out your details to see a product demo

Or call us directly on 0845 166 1165.