Virtual Cabinet Overview

Virtual Cabinet transforms document management with its integrated software systems and client portal, catering to professionals, firms, and businesses. Its flexible, paperless office solution offers an intuitive approach to managing documents. Users benefit from seamless integration and powerful capabilities, ensuring efficient handling of critical information. This system supports a range of industries by providing a centralized platform for document storage, retrieval, and collaboration. With Virtual Cabinet, organizations can enhance their workflow, ensuring secure and organized document management. This solution is ideal for businesses seeking a reliable and flexible tool to manage their document needs effectively.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Content Management, as the business use cases that they have been most satisfied with while using Virtual Cabinet.

Other use cases:

  • Collaboration
  • Communication Management
  • Contacts History
  • Rating And Review Management
  • Engaging And Following Up
  • Compliance & Governance
  • Products & Pricelist Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Virtual Cabinet.

Other priorities:

  • Improve Internal Communications
  • Acquire Customers
  • Manage Risk
See all business priorities See less business priorities

Virtual Cabinet Use-Cases and Business Priorities: Customer Satisfaction Data

Virtual Cabinet's features include Recording, Personalization, Capture Email, etc. and Virtual Cabinet support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Virtual Cabinet analytics capabilities include Custom Reports, and Analytics.

Reviews

"When someone is absent or sick we don’t have to go searching for information on specific PC’s." - Marcus Temu

Virtual Cabinet offers document management software and a client portal. It is utilized by top professionals and businesses for efficient office tools.

Popular Business Setting

for Virtual Cabinet

Top Industries

  • Financial Services
  • Accounting
  • Hospitality

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Virtual Cabinet is popular in Financial Services, Accounting, and Hospitality and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Virtual Cabinet Use Cases

How can Virtual Cabinet optimize your Sales Document Management Workflow?

How can Virtual Cabinet enhance your Workflow Management process?

How can Virtual Cabinet optimize your Content Management Workflow?

What benefits does Virtual Cabinet offer for Collaboration?

Why is Virtual Cabinet the best choice for Communication Management?

13 buyers and buying teams have used Cuspera to assess how well Virtual Cabinet solved their business needs. Cuspera uses 772 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Virtual Cabinet testimonial

Marcus Temu

Director

Clever Seal

When someone is absent or sick we don’t have to go searching for information on specific PC’s. Testimonial By Marcus Temu
Virtual Cabinet testimonial

Ian Phillips

Deputy Managing Director, Head of IT

Duncan & Toplis

We are delighted with the experience so far. Virtual Cabinet is very easy to use and offers us modern functionality. Testimonial By Ian Phillips
Virtual Cabinet testimonial

Antony Williams

Evolve

Personnel typically save six weeks per year. Testimonial By Antony Williams
CUSTOMERS TESTIMONIALS
Virtual Cabinet testimonial

Marcus Temu

Director

Clever Seal

When someone is absent or sick we don’t have to go searching for information on specific PC’s. Testimonial By Marcus Temu
Virtual Cabinet testimonial

Ian Phillips

Deputy Managing Director, Head of IT

Duncan & Toplis

We are delighted with the experience so far. Virtual Cabinet is very easy to use and offers us modern functionality. Testimonial By Ian Phillips
Virtual Cabinet testimonial

Antony Williams

Evolve

Personnel typically save six weeks per year. Testimonial By Antony Williams

Case Studies

Accounting

CASE STUDY Heelan Associates

Virtual Cabinet helped Heelan Associates, a family accounting firm, cut printing costs by 50% using the Client Portal. The firm also saw a 20% increase in workflow efficiency and a big drop in postag...e costs with e-signature features. Staff can now find documents quickly with a central storage system. The switch to digital filing freed up office space and saved time. Clients like the secure portal for fast document approval.

Manufacturing

CASE STUDY Cleverseal Sealing Systems

Virtual Cabinet helped Cleverseal Sealing Systems replace insecure hard drives with a secure document management system. The company needed better document storage, automation, and off-site access as... it grew. Virtual Cabinet provided automatic organization, advanced OCR search, and improved security. Staff can now find files quickly, even when someone is absent. The business saw a big boost in administrative efficiency and transparency.

Accounting

CASE STUDY SRLV Accountants

Virtual Cabinet helped SRLV Accountants replace their old document management system. SRLV needed a simple, flexible solution that could integrate with their practice management software and support ...secure client communication. Virtual Cabinet deployed the new system in just six weeks, after months of failed attempts with another provider. The team provided hands-on support, training, and a custom filing structure. SRLV quickly closed down their legacy system and went live with Virtual Cabinet, making the transition smooth and effective.

Accounting

CASE STUDY Candor

Virtual Cabinet helped Candor, a Galway-based accounting firm, go paperless and save space. They removed 10 large filing cabinets and created room for 2 new desks. The firm now uses e-signatures in t...he Client Portal, cutting tax return turnaround time to just 5 minutes. Staff can find documents faster and work more efficiently. Candor aims to have 50% of tax returns signed electronically next year.

Accounting

CASE STUDY Grunberg & Co

Virtual Cabinet helped Grunberg & Co, a top UK accounting firm, go paperless. They needed a solution that integrated with their Iris accounts software. After reviewing several options, they chose Vir...tual Cabinet for its usability. The firm now stores all documents in one place and has more office space. They reduced print and computer consumable costs by over 20%. Automated tasks made invoice approvals faster and easier.

Financial Services

CASE STUDY Boolers

Virtual Cabinet helped Boolers, a financial services firm, eliminate paper filing. They digitized thousands of documents and freed up space for 8 extra desks. The team used Fujitsu scanners and set m...onthly targets for staff to scan files. The project finished in 14 months, faster than planned. The Client Portal made secure data sharing easy and supported GDPR compliance.

Frequently Asked Questions(FAQ)

for Virtual Cabinet

What is Virtual Cabinet?

Virtual Cabinet is a global provider of digital document management, task management, and electronic signature software. With Virtual Cabinet businesses of all sizes can intelligently capture and manage their entire document control process. Businesses can streamline information management, automate document-based business processes, and collaborate between employees, partners, and clients. Virtual Cabinet currently serves over 45,000 users worldwide.

Its is an enterprise content management solution that provides secure client communication, sharing files, and accepting electronic signatures to enable frictionless collaboration with anyone, anywhere, on any device.

Some of its features include powerful file searches, automatic email filing, Microsoft office plugins, automatic workflows, content collaboration, sharing files securely, upgrading email security, sending large files and more.

What is Virtual Cabinet used for?

Virtual Cabinet is mainly used by its customers to Enhance Customer Relationships and Improve ROI by Sales Document Management, Workflow Management and Content Management .

What are the top features of Virtual Cabinet?

Recording, Personalization and Capture email are some of the top features of Virtual Cabinet.

Who uses Virtual Cabinet?

Virtual Cabinet is used by Financial Services, Accounting and Hospitality among other industries.

What are Virtual Cabinet alternatives?

Intelligencebank DAM, Responsive (Formerly RFPIO), Hyland Governance and IntelligenceBank are popular alternatives for Virtual Cabinet.

Where is Virtual Cabinet located?

Virtual Cabinet is headquartered at Suite 8, The Works, Unity Campus.
lightning

Peers used Virtual Cabinet for sales document management and workflow management

Virtual Cabinet Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.54/5

Read Reviews (77)
Analytics

3.17/5

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.54/5

Read Reviews (77)
Analytics

3.17/5

Read Reviews (1)

Software Failure Risk Guidance

?

for Virtual Cabinet

Overall Risk Meter

Low Medium High

Top Failure Risks for Virtual Cabinet

Virtual Cabinet News

Company

Brand Refresh Announcement | Virtual Cabinet

Virtual Cabinet has announced a strategic brand refresh, introducing a new logo and user interface redesign to align with its growth ambitions and integration with the GetBusy Group. This refresh accompanies the scale-up of Virtual Cabinet Cloud, aiming to enhance productivity for professional services through innovative document management solutions. The update includes a new user insight reporting feature to improve business productivity.

Partnership

Turnkey & Virtual Cabinet Partnership | Virtual Cabinet

Virtual Cabinet and Turnkey have strengthened their partnership to enhance digital transformation in the insolvency market. Virtual Cabinet is now the preferred document management solution for integration with Turnkey's IPS platform. This collaboration aims to improve productivity and streamline processes for insolvency practitioners, offering automation and seamless integration to manage increasing caseloads efficiently.

Virtual Cabinet Profile

Company Name

Virtual Cabinet

HQ Location

Suite 8, The Works, Unity Campus

Employees

11-50

Social

Financials

PRIVATE