Virtual Cabinet

Virtual Cabinet is a document management software offered by GetBusy UK Limited. According to the vendor, it is designed to help businesses control, secure, and streamline their document-related processes. The software is suitable for businesses of all sizes, from small businesses to large enterprises. It is widely used by accounting firms, law firms, financial services, insurance companies, healthcare organizations, professional services, accountants, insolvency practitioners, financial advisors, property agents, and educational institutions.

Key Features

Automatic Filing: According to the vendor, Virtual Cabinet automatically files and stores email attachments, CRM System files, and scanned documents. This feature eliminates the need for manual filing and improves organization for easy document accessibility.

Data Protection: The vendor claims that Virtual Cabinet helps businesses comply with privacy laws such as GDPR. It provides comprehensive audit trails to track document access and changes. The software also offers encrypted communication and control access privileges to protect client data.

Faster Approvals: According to the vendor, Virtual Cabinet enables clients to sign documents instantly with electronic signatures. This feature speeds up approval processes and reduces turnaround time, eliminating the need for printing, scanning, and mailing documents.

Optimize Workflows: The vendor states that Virtual Cabinet streamlines and automates workflows, improving productivity. It generates real-time team reports to identify bottlenecks and improve efficiency. The software also provides visibility into outstanding tasks, due dates, and workflow status.

Client Portal: Virtual Cabinet allows for secure communication and file sharing with clients. According to the vendor, it offers a branded and customizable client portal for a professional look. The software provides a centralized platform for clients to access and review documents.

Team Collaboration: The vendor claims that Virtual Cabinet facilitates collaboration on documents with version control and content collaboration tools. It allows for easy distribution of files through private or group intrays. The software also enables user permissions and access control for secure collaboration.

Performance Reporting: Virtual Cabinet provides comprehensive reporting on audit logs, outstanding tasks, workflow status, and more. According to the vendor, it enables tracking of intray checks, due dates, priority, and ownership. The software also offers client portal reports for visibility into client interactions.

Integrations: Virtual Cabinet integrates with popular business software, including Microsoft Office (Outlook, Word, Excel, etc.). The vendor states that it provides an easy import function from the Office 365 suite for seamless integration. The software also offers powerful integrations with other business tools for enhanced functionality.

Data Searching: According to the vendor, Virtual Cabinet enables instant retrieval of customer data using Optical Character Recognition (OCR) and full-text content searching. It allows for searching across multiple file types for efficient information retrieval. The software improves productivity by quickly finding relevant information within documents.

Robust Security and Compliance: Virtual Cabinet securely organizes and stores business documents. According to the vendor, it keeps track of changes to files over time with version control document management. The software protects business-critical content with access controls and audit trails.