Financial Document Management Software and Secure Client Portal

Virtual Cabinet is the ideal document management software for those in the financial sector. Find out how we can help streamline your business today.

How Virtual Cabinet Financial Services Document Management can help:

I think the Client Portal is invaluable. The process of getting it up and running was very easy.

- Carole Waghorne, Owner, Boolers

Virtual Cabinet optimises your information workflow. It streamlines your business processes, with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on adding value to your business.

Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether tasks have been viewed or actioned.

If you're looking for financial services 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.

Financial Document Management Software Used and Loved by 45,000+ Businesses and Professionals

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

From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflows and financial document automation.

Secure file sharing
Email Capture & Filing

The whole team has eyes on client conversations and documents, not just one-to-one emails. You can work with multiple levels of financial document automation to suit your needs.

legally binding digital signature
In trays & Document Distribution

Assign work to individual staff members as it enters the business - all managed in one place. No more chaotic email document circulation and faster turnaround times.

automated, trackable workflows
Productivity Reports

Report on how many tasks and unfiled documents each of your team members has. Find bottlenecks and improve workflow.

Client requests
Visibility On The Client End

Be aware of any outstanding tasks sent by clients, and monitor if clients have opened or actioned documents you've sent in return.

Content collaboration with Virtual Cabinet Document Management
Optical Character Recognition

Struggling to find files with your current financial document management system? With Virtual Cabinet, you can find documents using the text within them, rather than having to know the exact file name or location.

Increasing graph
Standardise Filing

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

Check out the latest version of VC
CRM Software Integration

Integrate with leading CRM software. Reduce administration for setting up new clients, and avoid data duplication.

Powerful search tools
Privacy & Compliance

The UK, AUS, USA and NZ have strict privacy and data protection legislation in force, such as GDPR. With our financial services document management, we help you stay compliant.

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Hear From A Few Of Our 45,000 Financial Services Document Management 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
Read Case Study
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
Read Case Study

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