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eFileCabinet Chosen as Approved Document Management Solution for Genworth Advisors

We are excited to announce that Genworth Financial has chosen eFileCabinet Online as the approved all-in-one document management system for its advisors. Going forward, Genworth advisors can take advantage of the many features eFileCabinet has to offer. This includes a client portal, secure online data backup and a paperless way to organize documents in the cloud.

Genworth Financial is a global financial security company that is present in over 25 countries and has more than $100 billion in assets. Genworth’s advisors have offices across the country and work tirelessly to provide their clients with the financial and insurance advice they need.

With all of the paperwork produced for each Genworth client, Genworth saw a need for a robust document management solution that would allow them to share documents with their clients securely, manage documents efficiently and cut down on the amount of paper used in their offices. This realization led Genworth to our cloud solution, eFileCabinet Online.

The benefits for advisors is that they can increase their productivity, lower the labor cost of managing paper and increase quality of service to the customer base. Because eFileCabinet Online is modeled after a physical file cabinet, it is intuitive and will allow Genworth’s advisors to implement document management quickly into their practice. Drawers can be created individually for each client and special templates can be created to store tax documents, claims forms, and other records in an organized manner.

If you are a Genworth advisor and would like to learn more about how this partnership can benefit you, call us at 877.574.5505.

If you are a financial organization wondering which document management solution is right for you, sign up for demo or visit our Insurance and Financial Services page for more information.

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eFileCabinet Online Now Available as Mobile App for iPhone, iPad and iPod Touch Users

Lehi, UTAH— February 17, 2012 — eFileCabinet, Inc., the leading provider of enterprise content management solutions (ECM) for small business , today announced the release of the eFileCabinet Mobile app for the iPhone, iPad, and iPod Touch. Clients that use the Cloud-based version of eFileCabinet’s document management solution can now access their stored files from their mobile devices, anytime, anywhere.

“Teaming eFileCabinet Online with the newest mobile devices will revolutionize the way our clients run their businesses,” said Matt Peterson, President & CEO of eFileCabinet. “With the eFileCabinet Mobile app, business is no longer tethered to the office. Users can view, download, and share their documents while on the road, or in a meeting. This kind of unlimited access can cut down on time spent printing, faxing and transferring files from one location to another. Even more important, road warriors can use the app to increase business and improve customer satisfaction.”

The app can be downloaded free from the Apple app store, and linked up to an existing eFileCabinet Online Account. Once signed in, users can preview and download any file they have uploaded into their account and benefit from many features exclusive to the mobile app.

With this new addition to the eFileCabinet Document Management Suite, users can quickly email documents, photos and videos to their contacts, and in lieu of scanning documents with a desktop scanner, users can take photos of documents and upload them to their eFileCabinet Online account as PDFs. These documents are then stored securely in the cloud and can be accessed from any PC or mobile device. A full list of eFileCabinet Mobile app features is available at www.efilecabinet.com/mobile-apps.

About eFileCabinet, Inc.
eFileCabinet, Inc. offers a suite of enterprise content management (ECM) products and services that help businesses and individuals work quicker, smarter and more collaboratively. With more than 10 years in the document management industry, eFileCabinet is the trusted choice for more than 24,000 users worldwide to store, share and protect their valuable and confidential data. Learn more at http://www.efilecabinet.com.

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Introducing the eFileCabinet Online Mobile App

As leaders in enterprise document management, we are always looking for new ways to improve our clients experience and stay ahead of the technology curve. Last year we launched eFileCabinet Online, our document management solution based in the cloud. Users of EFC Online have benefited from the mobility that comes from managing all their files in one online location and never having to access a physical filing cabinet. For our eFileCabinet Online clients, paper documents and memory sticks have become a thing of the past.

With the rise of tablets and smart phones in the last two years, we realized it’s time to take our cloud software into the app world. Today, we’re indroducing our new eFileCabinet Online Mobile app for the iPhone, iPad and iPod touch.

The eFileCabinet Online Mobile app allows users to access everything stored in their eFileCabinet Online account, plus benefit from advanced mobility and a smooth user interface. The app can be downloaded free from the Apple app store, and linked up to an existing eFileCabinet Online Account. Once signed in, users can preview and download any file they have uploaded into their account and benefit from many features exclusive to the mobile app, including the ability to take pictures with the mobile camera and upload them to eFileCabinet, email files directly from their account, and convert image files to PDFs.

For a full list of features and to purchase the app, visit our eFileCabinet App Page or the Apple App Store.

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eFileCabinet Chosen as a Recommended Vendor for H.D. Vest

eFileCabinet has been chosen by H.D. Vest as the recommended electronic document management solution for its advisors. This is great news for H.D. Vest Advisors and clients of eFileCabinet. As a team, H.D. Vest and eFileCabinet will be able to provide Advisors with the ability to organize their paperwork in a secure location, leading to improved efficiency and productivity within their offices.

For eFileCabinet users, this partnership will offer an introduction to H.D. Vest, an organization that can help individuals expand their businesses to include financial services. H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions.

For tax professionals looking to move into the financial management field, H.D. Vest can offer a wide array of services. More and more people are looking for a tax professional that can offer them long term financial advice, and although adopting financial services can be very lucrative, it can be hard to make the transition on your own. For more information about H.D. Vest and how to become an advisor, you can visit their website at www.hdvest.com.

Press Release

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Fishbowl and eFileCabinet Team Up to Launch Integrated Products

By: Taija Jenkins, Associate Editor – CPA Practice Advisor

Fishbowl and eFileCabinet have joined together to bring their customers a paperless solution that will allow them to manage their inventory more effectively. The new integration aims for seamless data transfer from Fishbowl into eFileCabinet.

Fishbowl’s inventory management solution manages a business’ inventory, orders and customers and now, with eFileCabinet, users can securely manage those documents. eFileCabinet’s features include full-text search, workflow routing, document retention, and advanced security. eFileCabinet stores files on a local server, giving everyone in your organization access to company documents. In addition, both Fishbowl and eFileCabinet offer seamless integration with QuickBooks.

Current Fishbowl users can now sign up for a free 30-day trial of eFileCabinet Desktop.

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eFileCabinet Announces New Fishbowl Integration

eFileCabinet and Fishbowl have recently teamed up to simplify inventory management and document management for everyone. With a few clicks of the mouse, Fishbowl users can easily migrate their Fishbowl data over to eFileCabinet Desktop. This integration will help eFileCabinet and Fishbowl users save countless hours and greatly improve efficiency. Existing Fishbowl users can even sign up for a 30 Day Trial.

This announcement is already getting attention from industries that rely on inventory and document management software. See the recently published article by CPA Practice Advisor for more information about the partnership.

To learn more about Fishbowl and how it can help eFileCabinet users, visit our Partners page.

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eFileCabinet Chosen as a Recommended Document Management Vendor for H.D. Vest Financial Services

Document management expert partners with leading independent broker/dealer to provide document management services to Advisors

Lehi, UTAH— January 13, 2012 eFileCabinet, Inc. the expert paperless software solution provider, today announced it has partnered with H.D. Vest Financial Services®, the largest tax professional‐focused broker/dealer in the U.S.  Under the agreement, eFileCabinet is  a recommended document management solution for H.D. Vest Advisors.

“eFileCabinet is an ideal solution for our Advisors to be more efficient in their office, supporting both the accounting and financial services facets of their business,” said Vicki Nordskog,  Executive Manager of Solutions Management for H.D. Vest Financial Services. “This not only helps them maintain SEC and FINRA regulatory compliance requirements, but will also reduce the amount of time and money we spend on our biannual audits.”

Hundreds of  H.D. Vest Advisors are already using eFileCabinet as their document management solution and have found it is a good fit for their offices.

“eFileCabinet has allowed our firm to grow our business through increased productivity and efficiency,” said Tim McDaniel, an H.D. Vest Advisor, of McDaniel Wealth Management in Danville, KY. “Our office employees are big fans as well.  It is easy to use and the return on the investment has exceeded our expectations.”

Along with increasing productivity and efficiency, H.D. Vest Advisors  have also seen a savings in regards to time spent searching for files and money spent on office supplies.

“eFileCabinet has saved me both money and time,” said Randy Railey, an H.D. Vest Advisor, of Railey Financial in Ft. Wright, KY. “It makes it easy to find paperwork without getting out of my chair. We buy much less paper and we no longer need to make copies of paperwork for our file.”

Matt Peterson, President & CEO of eFileCabinet, saw additional strategic value of the relationship extending to current eFileCabinet customers.

“Our customers will also benefit from this relationship because we can now offer our thousands of accounting users an introduction to H.D Vest, who can help them   expand their business to include financial services,” Peterson said.

The special H.D. Vest package from eFileCabinet is now available. H.D. Vest Advisors can contact eFileCabinet at 877.528.5852 to learn more and to purchase.

About eFileCabinet, Inc.

eFileCabinet, Inc. offers a suite of enterprise content management (ECM) products and services that help businesses and individuals work quicker, smarter and more collaboratively. With more than 10 years in the document management industry, eFileCabinet is the trusted choice for more than 24,000 users worldwide to store, share and protect their valuable and confidential data.  Learn more at http://www.efilecabinet.com.

 

About H.D. Vest Financial Services

H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,800 independent contractors manage over $28 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.  For more information, visit www.hdvest.com.

 

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eFileCabinet Receives CPA Practice Advisor 2012 Readers’ Choice Award


CPA Practice Advisor, a publication dedicated to educating accountants about the newest and best technologies, has released their 2012 Readers’ Choice Awards, and eFileCabinet has come out on top.

Each year CPA Practice Advisor asks their professional CPA readership to vote on the technologies, services, and venders that have helped them succeed through out the year. Readers cast votes in such areas as Specialty Systems and Tax Prep Tools, Payroll software, and Online Invoicing/Bill Payment solutions.

This year, eFileCabinet Secure Drawer was rated number one in the Client Portals area, while eFileCabinet Desktop received top votes in two areas: Document Management and Document Storage Solutions and Workflow Tools.

For more information about the vote and and to learn about more award winning technologies, visit the CPA Practice Advisor website.

View article here

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Cloud9 Real Time to Host eFileCabinet Document Management Software

Document management provider teams up with Intuit Licensed Commercial Host to deliver document management solutions to businesses

 

LEHI, Utah — November 9, 2011 – eFileCabinet, Inc., a leading provider of enterprise content management solutions, today announced a partnership with Cloud9 Real Time, an Intuit Authorized Commercial Host and an all-in-one virtual office solution. The partnership brings eFileCabinet’s document management software and Intuit-Certified QuickBooks® integration tool to Cloud9 Real Time’s virtual desktop platform.

“The hosting of eFileCabinet by Cloud9 Real Time is a fantastic solution for small businesses,” said Matt Peterson, President & CEO of eFileCabinet, Inc. “The combined offering enables workers to access their workspace, software, accounting and business files at their convenience in an environment they can be sure is secure.”

Cloud9 Real Time will offer eFileCabinet Online as part of their e-Dashboard, a proprietary software that is the nucleus of the virtual office allowing users anytime, anywhere access to applications and files. By hosting eFileCabinet Online, Cloud9 Real Time provides their users a means to capture, manage and protect all the files they handle on a daily basis.

“We are excited to now offer our customers a full-fledged document management software solution,” said Robert Chandler, President & CEO of Cloud9 Real Time. “Adding eFileCabinet to our repertoire enhances our virtual office capabilities beyond simple file storage and retrieval. Customers will be able to manage their documents and integrate their records with QuickBooks with ease.”

eFileCabinet’s document management software and Cloud9 Real Time hosting solutions are available immediately at http://www.cloud9realtime.com.

About eFileCabinet, Inc.

eFileCabinet, Inc. offers a suite of enterprise content management (ECM) products and services that help businesses and individuals work quicker, smarter and more collaboratively. With more than 10 years in the document management industry, eFileCabinet is the trusted choice for more than 24,000 users worldwide to store, share and protect their valuable and confidential data.  Learn more at http://www.efilecabinet.com.

About Cloud9 Real Time

As an Intuit Licensed Commercial Host, Cloud9 Real Time offers a customized and privately labeled all-in-one virtual office solution. With advanced hosting solutions users can have an online portal with instant access to QuickBooks, Microsoft Office and tax software or other applications – plus client data. On the forefront of cloud computing, Cloud9 Real Time offers QuickBooks hosting as well as custom virtual server creation. Learn more at http://www.cloud9realtime.com.

 

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Fishbowl Opens API, Premiers Fishbowl Developer Nation Community

First Innovations Include Document Management, Mobile/iPad Support, and Integrated Multi-Carrier Packing and Shipping

 

LAS VEGAS, Nov 07, 2011 (BUSINESS WIRE) — SPECIAL TO Sleeter 2011 — Fishbowl ( www.fishbowlinventory.com ), provider of the No. 1 most requested inventory solution for QuickBooks, has launched a new community, Fishbowl Developer Nation(TM) (FDN), to support users and partners and to accelerate new innovations for Fishbowl Inventory(R) 2012. Fishbowl unveiled the new network and its new Application Programming Interface (API) at the 2011 Sleeter Accounting Conference in Las Vegas today.

The first three FDN partners are document management provider eFileCabinet, mobile developer Sharpe Concepts, and integrated packing and shipping provider Pacejet.

“Fishbowl Developer Nation is a significant and integral strategy to support the growing community of businesses that rely on the Fishbowl platform for inventory management support,” said David K. Williams, Fishbowl CEO. “FDN creates opportunities for businesses to share in our remarkable growth and for us to create more offerings and new companies within the developer nation.”

“Fishbowl and eFileCabinet are strongly integrated solutions within the QuickBooks community,” said eFileCabinet CEO Matt Peterson. “Our role in the new FDN is a strategic move that supports both of our companies’ continuing growth.”

FDN’s first three partners will achieve the following:

– eFileCabinet–This integrated electronic document management module for Fishbowl Inventory reduces costs and data errors while increasing productivity for businesses that use the Fishbowl Inventory Platform.

– LilyPad–The new LilyPad product from development partner Sharpe Concepts of New York lets companies expand their Fishbowl Inventory system to today’s mobile platforms (smartphones, tablets and laptops), turning mobile devices into Fishbowl Inventory workstations.

– Pacejet–This SaaS-based company provides integrated multi-carrier packing and shipping for companies that use Fishbowl Inventory, reducing costs while improving service and increasing the competitive advantage for businesses that use Fishbowl.

Customers and prospective developers can enroll in the FDN program at www.Fishbowlinventory.com . Fishbowl executives said the API also supports Fishbowl Enterprise (FBE), the company’s robust and lean ERP solution.

About Fishbowl

Fishbowl and its cornerstone product, Fishbowl Inventory, make it possible for every business to have the level of flexible and mobile inventory management solutions large organizations enjoy. Fishbowl Enterprise can rival or replace traditional ERP (Enterprise Resource Management) for companies ranging from SMBs to mid-to-large enterprises.

 

View press release here.

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