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- Overview
- Client management
- Time & Billing
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- Workflow
- Data Management and Analytics
- Compliance Software
- Compliance Overview
- Tax software
- General ledger software
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- Accounting practice consulting
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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

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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.

Automatic filing

Emails, practice management files and scanned documents are all automatically filed and stored away for you. Goodbye admin.

Faster approvals

Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.

Client portal

A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.

Performance reporting

Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!

Data Protection

Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.

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.

Team collaboration

Add documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.

Data searching

Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.

Improve business efficiency with Virtual Cabinet document management software

Talk to a integration specialist

For all your accounting practice needs

Run your entire practice with best-in-class powerful tax, compliance and practice management software to help optimise compliance workflows and advance every aspect of your accounting practice. Our solutions offer powerful, automated workflows, out of the box dashboards and easily customised reporting, enhancing productivity and providing you with instant access to data-driven insights.

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