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:

"Virtual Cabinet is an affordable, easy to use, highly effective document management system."

- Antony Williams, Financial Planner, Evolve

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.

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.

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.

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.

Productivity Reports

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

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.

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.

Standardise Filing

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

CRM Software Integration

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

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.

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