Document management specialist Lindenhouse has enhanced its Virtual Cabinet portal system with a file upload mechanism to help accountants to collect client data and authorisations.
“No one else has a portal embedded within the document management system. If you don’t have that link, you’re not using the file to communicate with the client,” said Lindenhouse sales director Alison Jackson.
The Virtual Cabinet portal works in tandem with the Lindenhouse Document Management application. When users send a file to the DM program’s “virtual printer”, it uploads a copy to the portal. If the file requires a client’s attention, they will receive a link to the electronic document, with instructions of what to do. The latest functionality also gives clients access to their own area on the server, where they can send files back the other direction.
The latest Document Upload Facility enhancement turns the Virtual Cabinet portal into a two-way document exchange that can replace post and email, Jackson claimed. When the client gets an email that a new document is awaiting their attention, they can view it to approve or change its status, or respond to further instructions, for example by returning other documentation that may have been requested.
According to Jackson, the next phase of development will be to streamline this mechanism around document upload packs, for example to compile all the data needed to complete a self assessment tax return.
The product pricing is also designed to set the Lindenhouse Virtual Cabinet apart from rival systems. The fee is not linked to client numbers and is set at £15 per user per month. The system can scale up from single user sites to top 50 firms, with the average installation currently standing at around 40 seats, she added.