# Virtual Cabinet Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Virtual Cabinet the right Document Management solution for you? Explore 72 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/178595/VirtualCabinet/reviews --- Virtual Cabinet 4 (72) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Virtual Cabinet Ease of use 3.8 Customer Service 4.2 ## Pros and Cons in Reviews DL Diana L ParaplannerFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years. “It has been instrumental in allowing us to work from home during the pandemic, as it is so much easier to find documents online rather than going through mountains of paper files. As mentioned earlier, it has helped our business to grow, become more modern and also made us help the environment by using less paper.“ June 2, 2021 JR Jo R Commercial Account HandlerInsurance, 11 - 50 employeesUsed the software for: More than 2 years. “Often crashes - dont like how if we rename a document and send to intray it looses the amended name so we have to rename before emailing to client. When we email clients - we use documents from various programs/sites and therefore need to put all in the intray to email in certain orders.“ June 1, 2021 HJ Helen J Company DirectorAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “It has been a great asset to my business and a great way of keeping everything filed securely and saves any need to print documents.“ May 25, 2021 VW Vicki W Senior manager Accounting, 11 - 50 employeesUsed the software for: More than 2 years. “indexing time consuming and could be improved, lots of clicks and if type in client name too quickly it doesnt like it and have to start searching for name again which is awfully frustrating when indexing or searching . “ May 25, 2021 JH Jessica H Senior AdministratorAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “I like that the software is able to be customised to the fields required by the client.“ May 26, 2021 DL David L DirectorAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “I find the fact that there is not an automatic link between our practice software (Taxcalc) and VC to update client details a daily cause of irritation.“ May 26, 2021 JH Jessica H Senior AdministratorAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “The Virtual Cabinet Portal is also a great feature as well as the implementation of Tasks.“ May 26, 2021 JC Jeremy C PartnerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “I can't file sent e-mails until they're actually been sent due to the non-compatibility for Googlemail.“ May 25, 2021 ## Showing most helpful reviews Showing 1-25 of 72 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Timothy S. Accountant Accounting Used the software for: 1-2 years ### "Tims Review" June 3, 2021 5.0 Great as a Document storage system. Pros Once saved - everything can be found. .. Cons Automation is limited and it isn't great for "Workflow" Review Source SK Sonya K. Office Manager Accounting Used the software for: 1-2 years ### "Life isnt easy but Virtual Cabinet sure helps make it easier" May 26, 2021 5.0 The support team are very responsive and knowledgeable. Any issues are quickly addressed. Its very easy to use and it is great to have all our documents in the one spot and to be able to search for a document without knowing what another team member has called it. Tasking has also helped with workflow and the audit function enables us to see where a document is up to or who it is with. Pros Ease of use and the way that is has enabled the staff to file things straight away so other team members can locate documents when another team member is away. The secure client portal and electronic signatures has streamlined our process and cut turnaround time in getting returns back from clients. Cons That is is server based and not cloud based. Alternatives considered [SuiteFiles](https://www.capterra.com/p/209335/SuiteFiles/) Reason for choosing Virtual Cabinet Accessibility and functions Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Force email save. Easy to search for documents. Tasking. Review Source JR Jo R. Commercial Account Handler Insurance Used the software for: 2+ years ### "VC Review " June 1, 2021 3.0 Overall quite good - works for what we need , however i dont believe we use it to its full potential. Pros It's good for filing and sharing documents with colleagues. Also splitting documents is really useful more so now with remote working. Cons Often crashes - dont like how if we rename a document and send to intray it looses the amended name so we have to rename before emailing to client. When we email clients - we use documents from various programs/sites and therefore need to put all in the intray to email in certain orders. Review Source JC Jeremy C. Partner Accounting Used the software for: 1-2 years ### "Great value for money" May 25, 2021 4.0 We have been able to almost completely stop using hard copy files overnight. The Cloud access is also veru important to us, and works well. Pros Easy to use, intuitive filing and retrieving processes. Cons It only accepts e-mails filed via Outlook, not Googlemail. I can't file sent e-mails until they're actually been sent due to the non-compatibility for Googlemail. Reason for choosing Virtual Cabinet Cheaper and less complicated Review Source CM Connor M. Accounts Assistant Accounting Used the software for: 2+ years ### "Ideal for Accountancy Practice's" May 26, 2021 5.0 Overall a good piece of software that has massively assisted our business. Pros The audit trail / version control on documents is brilliant. Stops users editing the same document at the same time, but allows read only options so you can both see it and discuss. The audit log is good for seeing if a client has viewed a documents. It's easy to use and the customisations are good. Cons The link with TaxCalc. For so long a link between VC and TaxCalc has been eluded to, but still we await this. It would mean we don't have to manually add a csv. with client details. Reason for choosing Virtual Cabinet N/A Switched from [CCH Tagetik](https://www.capterra.com/p/62308/CCH-Tagetik/) Recommended by our franchisor Review Source RS Rajni S. Accountant Accounting Used the software for: 2+ years ### "VC review" June 9, 2021 3.0 Ok Pros Easy to use but slow to react at times which is a pain. Cons Slow reaction times, specially when searching or changing clients or saving documents. Sometimes has a mind of its own and does not function as it should, which can be very frustrating. Review Source VW Vicki W. Senior manager Accounting Used the software for: 2+ years ### "review " May 25, 2021 4.0 pretty good. Would like to integrate with fuse docs but havent done this yet Pros searching functionality , integrates with APS Cons indexing time consuming and could be improved, lots of clicks and if type in client name too quickly it doesnt like it and have to start searching for name again which is awfully frustrating when indexing or searching . the fact that people saving dont put in decent descriptions or spell names wrong making searching difficult- (hard to fix!) Review Source Response from Virtual Cabinet May 27, 2021 Hi Vicki, Thanks for posting a review! You might be experiencing issues if you're on an old version of Virtual Cabinet. I've dropped your Account Manager a note to send you the details on our latest release, Version 5. Thanks again for sharing your feedback! Virtual Cabinet SB Samuel B. Accountant Accounting Used the software for: 2+ years ### "Useful tool, which saves a lot of time!" May 25, 2021 4.0 The software has been of great help to ensure that we no longer lose documents. It is now very easy to search for files, even if you had forgotten which year or client they were for. The older the documents, the more important this is. It is also very helpful for locating files created or archived by colleagues, when they are unavailable to ask. Pros The software is simple to use, but powerful - with many tools to both file and search for documents in the archive. The levels of different search criteria, which can be used in conjunction, are very helpful. There are also a lot of customisation options to ensure that the tools you need are to hand. Cons The plug-ins with other pieces of software can be tempormental. The Office Plug in sometimes disappears after an update, and the integration with our accounting packages sometimes encounteres errors and stops working. Review Source Response from Virtual Cabinet May 27, 2021 Hi Samuel, Thanks for posting a review! You might be experiencing issues with plug-ins if you're on an old version of Virtual Cabinet. Feel free to speak to your Account Manager, Seb H. about our latest release (Version 5). Thanks again for your kind words! Virtual Cabinet PJ Peter J. Partner Accounting Used the software for: 1-2 years ### "16 Months with VC" May 25, 2021 4.0 Very positive. Once the team got used to it and were familiar with it we have become more efficient and reduced reliance on paper. We got it installed just before lock down and it was a game changer for staff working from home. The electronic signatures on documents has been particular useful in speeding up the turn round of documents. Pros The set up and migration of existing files was straight forward. The software worked straight out of the box and what small technical issues we have encountered were resolved via the support line. I would say to make sure your server has enough horsepower to run VC as well as your existing systems. Our existing (old) sever was under powered. We upgraded to a new one shortly afterwards and have had no issues since. The portal publishing is worth the price of the package alone in saved time and postage costs. Cons There is not much to dislike about the software. It does what it says it's going to do. I have never got the hang of the work in progress screen but that is just the way I tend to use VC. The interface might look a little dated but we have not moved over to the latest version yet. Reason for choosing Virtual Cabinet N/a Review Source Response from Virtual Cabinet May 27, 2021 Hi Peter, Thanks so much for your feedback! We're really glad to hear your business loves Virtual Cabinet. Feel free to speak to your Account Manager, Ken B. about our latest release (Version 5). We've completely redesigned the platform and added some really useful features too. Thanks again for your kind words! Virtual Cabinet DR David R. Associate Director Financial Services Used the software for: 2+ years ### "Neither here nor there..." June 1, 2021 4.0 I am able to store and retrieve documents reasonably easily Pros I am ambivalent about this software - I have to use it as my company has invested in it. Cons It seems quite "clunky" - this may be down to our systems rather than the software of course! Review Source MH Mandy H. Office Manager Accounting Used the software for: 2+ years ### "VC is good" June 1, 2021 4.0 It is good software, easy to use, good staff controls, easy saving and finding. Pros It captures emails without us having to do anything. It's easy to find documents, great that we can search the full document, if someone has misspelt the heading and lots of search options. Having previous versions and the audit is great. Good to save regular searches. Cons It slows our other software down and can become quite the beast. It's not cloud based, however I believe that's changing. You can't drag and drop a document to your Intray, say from an email. Review Source RB Raewyn B. Business Manager Accounting Used the software for: 2+ years ### "MMA" May 25, 2021 4.0 Have a good account manager and support are very helpful Pros Integrates with our Practice Management System Cons Server Based and not cloud. We are looking to move to Xero Practice Manager a full SAAS software. Review Source Response from Virtual Cabinet May 27, 2021 Hi Raewyn, Thanks for taking the time to leave us a review! We do offer a cloud solution, GetBusy. I've dropped your Account Manager a note to send you the details on what GetBusy can offer Moore Markhams Auckland. Thanks again for sharing your feedback! Virtual Cabinet JB Justine' B. Director Executive Office Used the software for: 6-12 months ### "Easy to use solution" May 25, 2021 5.0 Pros It was easy to implement and the team from VC made the process simple, I really like how fast they react to queries. Cons I feel it would be great to improve the document storage and filing solution, It would be nice to see the alphabetised files on screen per client Switched from [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Virtual Cabinet met all our needs better Review Source Response from Virtual Cabinet May 27, 2021 Hi Justine, Thanks for taking the time to leave us a review! I've passed your feedback over to our Dev Team. We're always striving for better! Thanks again, Virtual Cabinet FM Felicity M. Director Accounting Used the software for: 2+ years ### "Virtual Cabinet Review" June 7, 2021 4.0 Pros Integration with other products and software has enhanced the ease of use and functionality within our business. Cons A cloud based version of this product would be greatly beneficial. It would be useful if there was a function for multiple people to work on a document in Work in Progress and track changes made by different users (while in Work in Progress). Review Source AW Andrew W. Compliance Director Financial Services Used the software for: 2+ years ### "VC" June 7, 2021 4.0 System is used daily by admin and advisers. Pros Its good for our level of documentation and file/documents retrieval Cons Once we mastered the basics works great. Has a lot of features we dont use probably ones that would benefit. Reason for choosing Virtual Cabinet Had Vc and previous since 2006 approx Review Source JD Jenny D. Office Manager Accounting Used the software for: 2+ years ### "VC Review as requested" June 3, 2021 3.0 My overall experience with VC has been very positive - good support and the product has been updated and come a long way since we started using it in 2013/14. Pros I like that it's just like filing but on a computer not in a filing cabinet. Cons We sometimes seem to have issues finding documents. Review Source LB Luke B. paraplanner Financial Services Used the software for: 1-2 years ### "VC review" June 1, 2021 2.0 Fair to good. Pros Portal ease of use and quick saving from MS to the VC folder. Cons difficulty saving files with appropriate names Alternatives considered [Volume](https://www.capterra.com/p/164888/Volume/) Reason for choosing Virtual Cabinet tried Volume and didnt work Review Source MD Meegan D. Director Accounting Used the software for: 2+ years ### "Easy to use" June 1, 2021 5.0 Pros Easy to use Great search functions Saving direct from other programs such as Outlook Cons Using Digital signing. We haven’t been able to master a good process for this Review Source PC Peter C. partner Financial Services Used the software for: 6-12 months ### "Moving away from our Ring binders" June 2, 2021 5.0 Benefits are huge... it allows us to seamlessly work from home. Pros Fairly easy to implement, I like to email tracing and the automated sync with our Insolvency software. Cons PDF use it bit fiddly, would be good to get the same level of integration as with word. Email chains could be consolidated if the software was able to recognize duplicates and save chains elsewhere so that the main file is not full of chains. Review Source JG John G. Business Owner Financial Services Used the software for: 2+ years ### "Does not live up to its promise" June 1, 2021 2.0 Pretty awful. Pros Not a lot really. There is nothing about it that makes me want to use it. Cons It is not at all intuitive, there are too many steps involved in what should be an easy and rapid process and no one liked it! Reason for choosing Virtual Cabinet I thought it would solve a problem for me but it just made things worse. I have largely abandoned using the software and am in the process of porting documents away. Review Source Response from Virtual Cabinet June 3, 2021 Hi John, Thanks for taking the time to leave us a review and for sharing your experience. We are disappointed to hear you haven't found the product to be intuitive and simple to use. We set high standards for ourselves, and we want to be sure you're getting the most out of Virtual Cabinet. Please know that we take your feedback seriously and your Account Manager will be in touch to help. Again, thank you for your feedback. Virtual Cabinet GH Gareth H. Principal Accounting Used the software for: 2+ years ### "VC ticks the boxes" June 3, 2021 4.0 Pros It is easy to use and integrates well with MS Outlook Cons It would be better if documents in a group were stacked on top of each other so ther are not so many documents Review Source ET Emma T. Consultant Financial Services Used the software for: 2+ years ### "Worst software i've ever used" August 6, 2019 2.0 It's the bain of my life Pros It captures email to client folders, that's about the only positive I can think of Cons Slowness of searching for a client Interface from 1998 Pointless when we have SharePoint etc Review Source TM Trevor M. Director Accounting Used the software for: 6-12 months ### "Disaster" June 1, 2021 3.0 It is OK Pros it is OK but the poor conversion has made it difficult to use well Cons The cock-up that was made of file conversion Review Source LB Lynne B. Used the software for: ### "User friendly" March 17, 2017 5.0 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. Review Source KJ Karalee J. Administration/IT Accounting Used the software for: 2+ years ### "Great product would highly recommend" May 25, 2021 5.0 Customer service is quick to respond to any requests for help. They are knowledgeable and helpful to resolve any issues or questions you may have. As long as you have internet service this software is great and easy to set up and use. From posting, faxing and emailing documents to clients to now using our own Portal it makes getting sensitive documents to our clients with just a few key strokes. Pros The look and ease of access to open, email, extract are all at the top. Searching for documents is easy to sort and find. Drilling down to find specific documents is easy. Saving documents and creating new categories is simple to use. Cons Not much information for administrators to find how to do things if they haven't used that part of the software for a while. Review Source Similar Products Featured ## Related categories [Document Management](https://www.capterra.com/document-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.