Electronic document management is a fundamental component of the accounting and auditing practices of today. Customers require rapid response service and access to information. Consequently, the physical storage and retrieval of documents becomes time consuming and problematic particularly as practices grow and the volume of documents increases. eFileCabinet is the trusted solution for thousands of accountants nationwide.

Accounting Document Storage & Management

Accounting firms are legally required to store and manage substantial amounts of data. From customer correspondence and contracts, to forms and statements, storage space is a premium and immediate access to business critical data is imperative. eFileCabinet’s document management software provides a simple to use, cost effective system to streamline your document storage and management challenges. Paper documents are scanned, stored and managed digitally, allowing firms to dramatically reduce costs and improve service.

QuickBooks Document Management

eFileCabinet’s document management software is now integrated with QuickBooks. The integration allow users to link customers, vendors, invoices, bills and more between our electronic document management solution and QuickBooks.

Regulatory Compliance

Development of compliance strategies to meet the requirements of IRS Rev Proc 97-22, eSign Act, Department of Labor 29CFR-2520 and other regulations can be complex and demanding. eFileCabinet allows documents created during tax preparation, auditing and administrative tasks to be stored with the appropriate security controls and audit trails. Documents that are effectively categorized and readily available will ease your compliance burdens and ensure business continuity.

Security

The accounting systems of today are highly sophisticated. As a result, the need to employ high level document security becomes crucial in order to protect client confidentiality and maintain legislative compliance. eFileCabinet for Accountants features a progressive security infrastructure that safeguards business data with role-based security, administrator controlled permissions and advanced file encryption.

Whether you prefer to store all your files on your own server, or have it hosted on ours, we have the solution for you.