Compare Business Software for Virtual Cabinet: April 2026 Reviews & Comparison

Xero

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

5,852 Ratings

Starting Price: $20/month

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Salesforce

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

60 Ratings

Starting Price: $25.00/month/user

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GoldMine CRM

GoldMine

GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.

3 Ratings

Starting Price: $60 per user per month

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Zoho CRM

Zoho

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

125 Ratings

Starting Price: $14.00/month/user

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Microsoft Outlook

Microsoft

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

47 Ratings

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Microsoft Excel

Microsoft

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

12 Ratings

Starting Price: $8.25 per user per month

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Microsoft Word

Microsoft

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

16 Ratings

Starting Price: $9.99 per month

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Microsoft Office 2021

Microsoft

For customers who aren’t ready for the cloud, Office 2021 is the next on-premises version of Word, Excel, PowerPoint, Project, Visio, Access, and Publisher. Create presentations, data models, and reports with tools and capabilities like PowerPoint Morph, new chart types in Excel, and improved inking across apps. Manage your time, email, and contacts more easily with features like Focused Inbox, travel and delivery summary cards in Outlook, and Focus Mode in Word.

2 Ratings

Starting Price: $249.99

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Lexis

LexisNexis

Built on the foundations of Lexis Advance. With Lexis®, your favorite lexis.com® research features are still available, but enhanced with more functionality and added options than ever before. Lexis® offers more Alert types, streamlined setup and added flexibility at no added cost. See how Alerts compare on Lexis and at lexis.com®. Lexis has a unique Shepard’s® preview, faster validation tools and visual maps of citing decisions. See how Shepard’s compares on Lexis and at lexis.com. Lexis gives you the ability to start working faster with better direction by browsing sources, legal topics, practice area pages and jurisdictional content. Lexis gives you the ability to start working faster with better direction by browsing sources, legal topics, practice area pages and jurisdictional content. See how Browse compares on Lexis. Lexis has more options to better leverage your research history, including extended history storage, in-depth detail per list entry.

1 Rating

Starting Price: $75 per user per month

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Reckon One

Reckon

Reckon One is a cost-effective accounting software designed for small & medium businesses. It provides real-time cash flow tracking, invoicing, payroll management, expense tracking, and tax compliance features. Reckon accounting software offers a flexible pricing system, allowing users to choose only the features they need (and save money). Reckon One is ATO-registered-software and STP-compliant, helping users to stay organized and compliant with tax regulations. PAY YOUR EMPLOYEES & SIMPLIFY COMPLIANCE Easy-to-use payroll software helping to stay compliant with the ATO. Manage pay runs, leave, super, and Single Touch Payroll. UNLIMITED ONLINE INVOICING Boost cash flow with professional invoices that include a ‘Pay now’ button. Time-saving features like recurring invoices and payment reminders will shrink your to-do list. Reckon One helps businesses track, manage and store expenses, and attach receipts to claims for approval.

Starting Price: $5.50 per month

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DocsCorp

Document management professionals turn to DocsCorp when they are looking for easy-to-use software that empowers them to work safer and smarter. We are a global brand with more than 500,000 users in over 65 countries. Our product portfolio is a list of must-have technologies that include document creation, email recipient checking, metadata cleaning, document comparison, PDF creation, and image file conversion to PDF, which can be accessed on the desktop, server or cloud. Our products integrate out-of-the-box with leading enterprise content management systems to streamline processes and to drive business efficiency. We offer organizations a combination of on-premises and cloud integrations. We work with industries that are document-centric to help them manage their most critical asset - documents. This includes Government Departments, Legal Services, Financial Services, and Technology companies.

Starting Price: $49.50/user

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MYOB

MYOB Business is a comprehensive cloud-based accounting and business management software designed to streamline financial and operational processes for small to medium-sized enterprises (SMEs). It offers a wide range of features, including invoicing, expense tracking, payroll management, inventory control, and tax compliance. With real-time financial reporting and user-friendly dashboards, MYOB Business provides valuable insights to help business owners make informed decisions. The platform supports seamless integrations with banking systems, payment gateways, and other business tools, enabling automation and reducing manual tasks. MYOB Business is known for its scalability, catering to growing businesses by offering flexible pricing plans and customizable features to meet diverse industry needs.

Starting Price: $11/month

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FLG

FLG Business Technology

A simple and easy-to-use online CRM that helps B2C businesses manage 100,000s of leads and automate customer touchpoints without changing their sales process. It also ensures regulator and GDPR compliance, and integrates seamlessly with 3rd party software. A complete platform with all the features you need in one single place: - Customer contact via phone, email, SMS and postal mail - A powerful CRM to help you manage 100,000s of leads - Intelligent workflows that automate your processes - Seamless integrations through our API, webhooks, or Zapier integration - Multi-channel marketing automation - Custom reporting & analytics - Partner features (perfect if you buy, sell or refer leads). Over 5,000+ users rely on FLG to automate and control their processes. Request a demo to find out how we can help your business.

Starting Price: £16.50/user

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IRIS Accountancy Suite

IRIS Software Group

We understand each accountancy practice is unique and the IRIS Accountancy Suite is designed to offer great flexibility to all. Simply choose the accountancy software modules from the full range available below to address the varying needs of your clients. With an unbeaten compliance track record, our accountancy software provides the most extensive portfolio of integrated and automated solutions for any thriving practice. Browse our complete product range below to find the ideal solution for your business or get in touch with our friendly, expert advisors who can help you find the best accountancy software for your unique requirements. Every aspect of your work and each stage of the client journey, from beginning to end, is covered by IRIS’ fully digital solutions. To name just two, IRIS OpenSpace enables quick and easy, GDPR-compliant document sharing and approval, while IRIS Docs provides comprehensive digital document management.

Starting Price: $320 one-time payment

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LawMaster

Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you.

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Digita Company Secretarial

Thomson Reuters

Comprehensive company secretarial software for UK accountants. Offer your clients a professional company secretarial service with our comprehensive Digita Company Secretarial software. Easily update the Persons of Significant Control (PSC) Register and file online in seconds. Reduce errors and complete your company secretarial work faster with proactive anti-fraud alerts and automatic data import from other modules in our suite and Companies House. Quickly create a client by pulling information from Companies House. Easily submit forms straight to Companies House with the click of a button. Monitor online filing activity and detect potential fraud with proactive alerts. Efficiently produce forms, meeting minutes, dividend vouchers and documents. Identify and record persons of significant control using the PSC Register. Ensure your client information is correct with our public record checker tool.

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Turnkey Group

Modular, customizable ESG risk management solutions for the financial sector, supply chains, corporate sustainability and investment opportunities. Managing Environmental, Social and Governance (ESG) is vital for reducing risk, simplifying compliance and adding value to your organization. Increase profit and reduce risk with a leader in sustainability software. At Turnkey, we provide modular, customizable ESG risk management solutions for the financial sector, supply chains, corporate sustainability and investment communities. Our expertise and experience combine with real-time data, robust security and in-depth analytics to help you improve profits and lower risk in the most simple and effective way. Turnkey’s mission is to transform the complex sustainability sector with dynamic data technology that transforms reporting, and increases valuation and client brand credibility through enriched and accurate real-time data.

Starting Price: $1000 per year

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Iress

Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies.

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TaxCalc

Award-winning tax and accountancy software. Simple, practical and innovative solutions for practices and individuals. Now you can manage clients, tasks, workflow, time and compliance services throughout your practice and across the entire TaxCalc ecosystem. Want complete visibility of all work as it progresses through your practice? Need instant access to comprehensive client information? Want to reduce admin, maximise chargeable time and bill more accurately? In other words, do you simply want to be more organised and more effective in everything you do? Our powerful PM toolkit is scalable, highly affordable and puts you in control, freeing you up to spend more time growing your business. Whether you’re a start-up with ambitions or a larger firm looking for greater efficiency and productivity, there’s only one name you need to trust to help you do more, for less. Change the game. Choose TaxCalc practice management.

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FuseDocs

FuseWorks

When you integrate FuseDocs with your practice management and document management platforms you can prepare an entire annual report package collation in a matter of seconds. Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate. Electronic documents are the cornerstones of your business, but that doesn’t mean your team need to spend time creating them when they could be focusing on work that matters. You might have lots of ideas on ways you can make process improvements in your firm, especially in the response of unprecedented change and need for digital transformation. But how do you prioritise them? We’ve had a lot of feedback from clients over the past year that there is opportunity to add more automation into your workflow in the areas of reviews, approvals, and finalisation – and our new Workflow feature is the outcome of that feedback.

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ATOmate

Business Automation Works

Our innovative solution takes the processing, checking and communication of ATO documents, including Notice of Assessments, Statements of Account and Tax Debts, to a whole new level of business capability. Say goodbye to the time-consuming and tedious task of processing ATO documents. Our solution automatically compares ATO documents to the estimation in your practice management system – before validating them, filing them and sending them onto the client. If there’s a discrepancy, the solution sends the notice of assessment straight to you, or your team, for further investigation and action. The process is simple and the outcomes are unquestionable. With the ability to bulk scan multiple types of ATO documents at once, or download files from the ATO Portal, the solution is capable of identifying the documents and managing each according to their type. BAW provides automation solutions to corporate businesses to deliver productivity and enhance client engagement.

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EbixEnterprise

Ebix

EbixEnterprise is a comprehensive insurance management solution that streamlines policy management throughout its lifecycle. EbixEnterprise contains six components, Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analysis, and consumer web portal. Each of the components is seamlessly integrated with one another, which allows data to flow between each other as dictated by the business need. SmartOffice CRM provides organizations with the ability to maintain agent/broker information, commission rates, manage sales pipeline, state license information. EbixEnterprise's Online Quoting Portal, HealthConnect, is the leading health insurance exchange for buyers and sellers of health insurance and employee benefits. EbixEnterprise Administration is a fully functional policy administration system that provides all of the tools that are necessary to manage policies, define plans, maintain plan rate information, etc.

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GreatSoft CRM

GreatSoft

Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry.

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IRIS Practice Engine

IRIS

IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated.

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CCH Company Secretarial

Wolters Kluwer

CCH Company Secretarial efficiently manage your client’s statutory requirements. A comprehensive cloud solution for managing all your company secretarial requirements. CCH Company Secretarial software make the entire company secretarial process as quick and efficient as possible – from preparing and filing confirmation statements to resignations and new appointments. Upload a company’s details directly from Companies House eliminating the need to re-key data. User access rights can be set for each individual member of staff. No restriction on the number of users. The browser-based interface and logical arrangement of functions makes it easy to add and maintain all information. Get access anywhere, anytime using desktop or mobile devices, including tablets. The secure cloud library holds signed minutes and other company documents. Any company that you form through our corporate secretary software will automatically be added to the Companies House database.

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CCH iFirm

Wolters Kluwer

Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office.

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LEAP

LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.

1 Rating

Starting Price: $129.00/month/user

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IPS Cloud

Our global insolvency software provides a cost-effective way to manage insolvency cases and communicate with key stakeholders. Time recording, insightful reporting and data analytics helps you maximize your productivity and make informed decisions. At the heart of your operation, IPS Cloud integrates with any accessible external system for a seamless experience. Access case data from anywhere without having to worry about infrastructure, updates, backups, or security, we take care of it all. Created and designed by the insolvency experts at Turnkey, this SaaS platform allows you to manage any insolvency case by navigating you through a compliant path from pre-appointment to finalization. As you move through the case, the interactive dashboards highlight all the statutory tasks, decisions and approvals that need your attention. IPS Cloud is more than just an insolvency case management system, it is a fully digitized ERP solution designed to support all your restructuring processes.

1 Rating

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Business Software for Virtual Cabinet

Top Software that integrates with Virtual Cabinet as of April 2026

Xero

Salesforce

GoldMine CRM

Zoho CRM

Microsoft Outlook

Microsoft Excel

Microsoft Word

Microsoft Office 2021

Lexis

Reckon One

DocsCorp

MYOB

FLG

IRIS Accountancy Suite

LawMaster

Digita Company Secretarial

Turnkey Group

Iress

TaxCalc

FuseDocs

ATOmate

EbixEnterprise

GreatSoft CRM

IRIS Practice Engine

CCH Company Secretarial

CCH iFirm

LEAP

IPS Cloud