Reckon

Virtual Cabinet

4.5 / 5 3 reviews

Who Uses This Software?

Virtual Cabinet has revolutionised the working lives of professionals across a range of industries such as the accounting, financial services, insurance, legal, property and more.


Average Ratings

3 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Demo
    Yes
  • Deployment
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Reckon
  • www.reckon.com
  • Founded 1987
  • Australia

About Virtual Cabinet

Who Uses This Software? A great fit for any industry: from accounting, to financial services, property, legal, insurance, education and more. Send documents to clients and let them sign digitally (for radically reduced turnaround times - no more printing out PDFs), track who has opened your documents and collaborate with them online. Access all your documents in the cloud, automatically file any email attachments, see audit trails, set up and optimise approvals and workflows, and so much more.


Virtual Cabinet Features

  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Compliance Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Indexing
  • Electronic Signature
  • Email Management
  • Forms Management
  • Full Text Search
  • OCR
  • Print Management
  • Version Control
  • Chat
  • Content Management
  • Discussion Boards
  • Document Management
  • File Sharing
  • Search

Virtual Cabinet Reviews Recently Reviewed!

Review - Virtual Cabinet

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Very easy to use

Cons: Not easy to use as a stand alone product without the practice management module
If sold on this basis it needs an easy way to add new clients

Overall: We are still learning the system but it is a vast improvement on the handisoft product we were using

Recommendations to other buyers: Portal is good however we have had some instances of the email going to peoples junk/ spam folders

Virtual Cabinet

Mar 23, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great program - huge step up From
APS document management system. Lost some stars due to current problems - disappointing that the 'content search' feature is currently not working. Looking forward to this being fixed in next update.

User friendly

Mar 17, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Virtual Cabinet is a quality product which is very easy for all staff to use on a daily basis. As an administrator the maintenance is also straightforward and the training videos provided allow me to refresh my knowledge and give me the confidence to process improvements as needed.

The support team are all very knowledgeable and helpful and we are confident that our calls will be addressed promptly with a solution.

The most helpful features are the searching functionality, filing is easy coupled with the ability to create processes for document approval and it has a visually pleasing design.