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.

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

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.

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.

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.

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.

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Hear From A Few Of Our 45,000 Financial Services Document Management Customers

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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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
,
Partner
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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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5 gold stars in a row - icon. 5 star review
“Easy to use, unmatched features!”
Tanya Whidborne
,
COO
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5 gold stars in a row - icon. 5 star review
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner
,
PA to Marc Voulters and Richard Gilbert
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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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"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

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"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co