Banking Document Management Software and Secure Client Portal

Control, secure and store your files with banking document management software from Virtual Cabinet - helping you streamline your workflows. Find out more.

How Virtual Cabinet Banking Document Management Software Can Help Your Firm:

Looking to control your document management in banking? Virtual Cabinet optimises your information workflows, streamlining your business processes with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on adding value.

Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether your documents have been viewed or actioned – making document management in banking a whole lot easier.

If you're looking for banking document management software then consider Virtual Cabinet. We've helped thousands of businesses like yours deliver results, and get an instant return on investment, both in time and money. Find out more about our document management software for banks below.

Document Management Software for Banks and 45,000 Other Customers

Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet
real-time refresh
Automate Document Workflows

Document management in banking made easy – from instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflow automation.

Secure file sharing
Email Capture and Filing

Your whole team can see client conversations and documents, not just one-to-one emails – streamlining the handover process. Worried about security? With banking document management, there are many levels of automation to suit your needs.

legally binding digital signature
Intray’s and Document Distribution

Assign work to individual staff members as it enters the business, all in one place. Say goodbye to chaotic email document circulation.

automated, trackable workflows
Productivity Reports

Report on how many tasks and unfiled documents each of your team members has, to help manage capacity and productivity. Find bottlenecks and improve workflows.

Client requests
Visibility on the Client's End

Easily see any outstanding tasks sent by clients, and monitor if they have opened or actioned documents you've sent in return.

Content collaboration with Virtual Cabinet Document Management
Optical Character Recognition

Find documents using the text within them, rather than having to know the exact file name or location – so you don’t waste time looking for lost files.

Increasing graph
Standardise Filing

Organise all your information - from client documents to internal records - in one simple, standardised format.

Check out the latest version of VC
CRM Software Integration

Our document management software for banks can integrate with leading CRM bank management systems. Reduce administration for setting up new clients, and avoid data duplication.

Powerful search tools
Privacy and Compliance

The UK, AUS, USA and NZ have strict privacy and data protection legislations in force, such as GDPR. We help you stay compliant. Secure your bank management system project documentation with Virtual Cabinet.

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Interested in Banking Document Management? Hear From a Few of our 45,000 Customers

Richard J Smith, Specialist Insolvency Practitioners And Chartered Accountants - company logo
5 gold stars in a row - icon. 5 star review
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
Sam Bailey
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Candor, Galway based Chartered Accountants - company logo
5 gold stars in a row - icon. 5 star review
"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
George Taylor
Practice Manager
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Pitcher Partners, Accounting network based in Australia - company logo
5 gold stars in a row - icon. 5 star review
“Easy to use, unmatched features!”
Tanya Whidborne
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Heelan Associates, Hampshire based family accounting firm - company logo
5 gold stars in a row - icon. 5 star review
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
Dan Heelan
Business Services Manager
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Cornish Accounting Solutions, Cornwall based accounting firm - company logo
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller
Managing Director
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Parfrey Murphy, Chartered Accountants based in Cork - company logo
5 gold stars in a row - icon. 5 star review
"Returns can be finalised within a few hours instead of days. It also helps save time in follow up procedures.
Seamus Parfrey
Managing Partner
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Join 45,000+ Other Customers

Stop wasting your time, and delight your clients, with a market-leading solution.
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Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47