Document Management System
Manage and track all your important documents in one central location
Have all your documents automatically stored and updated in the one place. Includes full version control and audit trial.
Create a paperless office and eliminate clutter while adhering to standards for legal admissibility.
“Across the practice we have got about 12,000 clients that generates an awful lot of paperwork. It was vitally important that we had a document management system that integrated nicely into our back office system Iris so that we were not re-keying.”
– Ian Phillips, Duncan & Toplis Chartered Accountants
Free guide: Electronic document management & secure document transfer for your business
Instant search & retrieve
Simply search for a client file or combine the client file search with some further refining criteria e.g. Period End.
Even the content of the document is searchable!
Automatic email filing
E-mails and attachments can be automatically sorted into the client file in your client relationship management system.
Automatic outbound filing
Client related documents printed from your practice management system are automatically captured, imaged and stored onto the client file. No more manual filing!
Filing made easy
We’ve made filing a cinch. Just drag and drop files into the correct cabinet or folder. It’s that simple!
Efficient post distribution
Post routing to in-trays allows for fast, audited distribution of daily documents. Documents can be dragged and dropped into other in-trays and additional “sticky notes” can be added for comments.
“It’s very satisfying to be able to access our clients’ information instantly using the search function and answer any queries that they may have immediately. As well as improving our efficiency, we are also freeing up valuable storage space and using less paper!.”
– Kay Daniels, Daniels Accountancy
Don’t just take our word for it, take it from our clients !
Our Document Management system has revolutionised the working lives of accountants, bookkeepers and professionals just like you.
Hear what our clients have to say about Virtual Cabinet.
World-class local support
See why our customers love dealing with our support team.
“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 transfer of data from the old system to Virtual Cabinet was handled really well and the on site training was excellent. The customer support is also very good and members of staff give the impression that they actually care about you.”Chris Humpage
“From first contact to the installation the advice and support we received was first class, which has continued while we are getting used to the system.”Jerry Heans
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