Document and Task Management for Independent Pension Specialists

The UK’s leading pension scheme specialists use Virtual Cabinet to control their files and client information. Discover how our software can manage your documents, secure your communication, increase your productivity, and speed up your business workflows.

Used & Loved By 45,000+ Customers

Say goodbye to long hours of admin work. With Virtual Cabinet all your emails and documents are automatically filed and stored within one central location.

Acquiring legally binding signatures from clients for pension schemes and investment funds could not be simpler. With our secure electronic signature portal you can send and receive important documents fast, without the need for printing and postage.

We can help you comply with strict data protection laws and regulations by securely organising and storing business documents. Audit and access control features ensure the prevention of any data breaches.  

Automate Document Workflows

From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflows and Pension 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 pension 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 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 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 document management solution, we help you stay compliant.

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"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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“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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“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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“Easy to use, unmatched features!”
Tanya Whidborne
,
COO
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“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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“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller
,
Managing Director
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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