“I was prompted to switch from Lacerte’s DMS. They support an alternative but they had to rewrite the software to accommodate the Lacerte market. In addition, the conversion of the old data was not scheduled until December. I needed to make a decision in time to learn the software. In addition, the Lacerte alternative was only available for Cloud storage. I prefer storage on my local server. I might eventually go to the Cloud once I am assured that the data cannot be compromised. The speed of eFileCabinet is much better than Lacerte’s DMS. My next phase in the conversion to eFileCabinet is to learn the secure portal and develop templates for all my existing drawers.”

Norris C. Harstad, CPA, Benchmark, Aspen and Associates, Ltd.