Virtual Cabinet
Virtual Cabinet: A broad document and workflow system for firms that need client portals, controls and signatures. Ranked #39 of 65 in Document Management Software by our editors (5.4/10); pricing: Paid; best for client-facing document management for professional firms.
At a glance
- Editor score5.4 / 10
- PricingPaid
- Best forClient-facing document management for professional firms
- Free planNo
- Paid from$67/user/mo
- Access control levelGranular
- Founded1998 · Cambridge, United Kingdom
- Facts checked20 Sep 2026
Where it wins
- Automatic filing, OCR, full-text search and version rollback
- Granular permissions, audit trails, retention and deletion policies
- Client portals, signatures, workflows and accounting-focused integrations
Where it doesn't
- No free plan is available
- The published starting price is $67 per user monthly
- Workiro uses contact-sales pricing rather than a published amount
Our verdict on Virtual Cabinet
Virtual Cabinet is document management software for professional services organizations, including accounting, financial advice, insolvency, property and insurance firms. It brings together document storage and lifecycle management, automatic filing for emails, attachments and scanned documents, OCR, full-text search, version rollback, access controls, audit trails, workflows, retention policies, client portals and electronic signatures. Its client-facing scope makes it a fit for firms that need to exchange documents and collect signatures while maintaining structured internal records.
The published plans show Virtual Cabinet (Hybrid) at £35 or $67 per user per month, with unlimited automated email capture, unlimited documents, unlimited signatures, a client portal, tasks and workflow, and a mobile app. The pricing page also states that annual subscriptions are the primary payment method and that monthly direct debit is available. Workiro (Cloud) includes unlimited document storage, contacts, messaging, tasks and signatures, plus integrations, with contact-sales pricing. There is no free plan, so the product is aimed at firms budgeting for a paid document-management system rather than teams seeking a no-cost starting point.
Platform coverage includes web, Windows, iOS, Android, self-hosted deployment and an API. Integrations span Microsoft Outlook and Office, Salesforce, Xero, Sage, IRIS, CCH, Iress Xplan, Turnkey IPS and Zapier, giving the product a clear fit for accounting, financial and practice-management environments. The main strength is breadth: filing, search, governance, workflow, portals and signatures sit in one system. Firms that need client-facing document control and accounting-oriented connections should consider Virtual Cabinet; smaller teams wanting a free plan or a simpler document repository may prefer a narrower alternative.
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Virtual Cabinet pricing
All 2 Virtual Cabinet plans and prices →
Virtual Cabinet fact sheet
| Free plan | No |
|---|---|
| Paid from | $67/user/mo |
| Version history | Yes |
| Access control level | Granular |
| OCR | Yes |
| Audit logs | Yes |
| Storage limit | Not verified |
| Mobile apps | Ios_android |
| Deployment | Cloud, Self-hosted, Desktop, Mobile |
| Platforms | Web, Windows, iOS, Android |
| Compliance & security | ISO 27001, GDPR, 2FA |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 60+ integrations: Microsoft Outlook, Microsoft Office, Salesforce, Xero, Sage, IRIS … See all → |
| Pricing | Paid (source) |
| Website | virtualcabinet.com |
| Facts checked | 20 Sep 2026 |
Virtual Cabinet integrations
Virtual Cabinet lists 60+ integrations on its own site — the 10 named here are the ones its pages call out.
- Microsoft Outlook
- Microsoft Office
- Salesforce
- Xero
- Sage
- IRIS
- CCH
- Iress Xplan
- Turnkey IPS
- Zapier
See all Virtual Cabinet integrations →
Alternatives to Virtual Cabinet
- Microsoft SharePointA Microsoft-integrated document management platform with granular control and workflow automation.9.3
- BoxA wide cloud content workspace for teams that need storage, workflows, and administration.9.1
- OpenText Documentum Content ManagementA governed repository for large enterprises managing complex, regulated content.9.0
See all Virtual Cabinet alternatives →
Also Ranked In
Virtual Cabinet is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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