Document Management Software

All Your Important Documents in One Place

Your business automated, secure, compliant – freeing you for the work that really matters.

 

 

 

 

 

 

 

 

Never Lose A Document Again

End the frustration of losing time tracking down a misfiled document. Rubex by eFileCabinet is a centralized solution for all your documents, making it simple to locate any file thanks to its intelligent organization and intuitive interface. It’s literally your documents at your fingertips.

  • Full-Text Search
  • Folder Templates and Pre-Defined File Names
  • Portfolios for Your Most Used Documents
  • Up to 5 TB of Storage Included, Additional Space Available

Reimagine Your Workday

Take control of tedious and repetitive manual processes with powerful, but simple workflow automation. With Rubex by eFileCabinet, files file themselves. The system streamlines these everyday tasks, you’ll increase efficiency and productivity to save time and money.

  • Automated Workflows
  • Zonal OCR for Automated Filing
  • Versioning
  • Simple Subscription Pricing
  • Instant File Retrieval
  • Single-Sign On

Focus on What Matters

Documents are critical to your business, but they aren’t your business. DMS takes care of the monotony and leaves you with the time to get back to growing your business. Use your newfound resources to improve your client relationships, and find a new use for the filing cabinet room.

  • Fast and Easy Implementation
  • Responsive Tech Support
  • Scales With Your Business
  • Admin Tools Keep You in Control

Work From Anywhere

Unparalleled accessibility means your document management solution goes where you go. Whether it’s down the street or across the globe your documents are just a few taps or swipes away.

  • Browser-based interface
  • iOS and Android Mobile Apps 
  • Upload Documents w/ Camera
  • Sign Contracts with eSignature
  • Document Management Software on the Cloud or On-Premise

Connect Without Compromise

Security and convenience are often at odds with each other. We don’t believe in sacrificing one to have the other. User-friendly accessibility features are backed by highly-customizable safeguards. You set your own level of security for the system. The only people who can access your data are the ones you want to.

  • Encrypted File Sharing and Requests
  • Two-Factor Authentication
  • Role-based Permissions
  • Version Tracking
  • Set Password Complexity
  • Set IP/Location-based Authentication

“I chose eFileCabinet thinking it might help. What I didn’t realize was how much time it was going to save me and how much more efficient I was going to be for my clients. When you’re more efficient, you’re more effective at what you do. And clients are happier. It’s a tax preparer’s dream.”

-Gloria Hill of Hill & Associates, Accounting

“I had probably a dozen filing cabinets in my office. (The huge kind). Now they’re all gone. eFileCabinet makes finding files so fast it’s ridiculous. It’s so simple, it saves so much time, it’s unreal.”

– Chris Beebe of Raleigh General Hospital, Human Resources

“With this electronic filing system, there’s only one place to look for a file. There’s not a question of whether Jane put it here, or Mary put it there. You can easily retrieve it, and you just search for keywords, you can search by date, you can search by who produced it. At the end of the day, what we found was that eFileCabinet has made us more efficient at what we do, and when we’re more efficient then our clients are more efficient.”

– Yvonne Thompson of AMES Recordkeeping Services, Accounting

“eFileCabinet has helped tremendously with our compliance. We always get audited by the Department of Health. Prior to eFileCabinet, those auditors would have a tough time going through our documentation. They’d usually spend two to three days here. After implementation of eFileCabinet, when they came in they only spent less than one day, and they said we were by far the best in the state.”

– Corey Kendall of DON Services, Non-profit Health Provider

Easy to implement, effortless to integrate

Rubex by eFileCabinet supports integration with several third-party services to build a better user experience. They include:

Integration with Microsoft Office - document management software
Integration with Caselle - document management software
Integration with Lacerte - document management software
Integration with SalesForce - document management software
Integration with Intuit ProSeries - document management software
Integration with Thompson Reuters - document management software
Integration with DocuSign - document management software
Integration with Wolters Kluwer - document management software
Integration with Drake Software - document management software