Virtual Cabinet is the all-in-one document management and portal system used by leading brands.
Perfect for any industry, including: accounting, financial services, insurance, construction and more.
Get a comprehensive set of document management features, including: powerful file searches, automatic email filing, Microsoft Office plugins, comply with privacy laws, document retention, workflow automation, content collaboration, iOS/Android/Windows compatible mobile app and more.
Best in market portal features include: Custom branding for your business, eSignatures for fast document turnaround, secure file sharing and client messaging, comply with privacy laws and more.
Virtual Cabinet + Xero
The Virtual Cabinet + Xero integration will automatically sync your client contact data and client email data directly from Xero to your Virtual Cabinet document management database.
Once your Xero data is available this can be used in Virtual Cabinet to index documents, for searching (using the Xero client details as search criteria), for publishing documents to the Virtual Cabinet Portal via recipient suggestions, and for automatically maintaining effortless data integrity between Xero and Virtual Cabinet documents.
Virtual Cabinet customers can activate the integration by contacting Virtual Cabinet support.