By Erin Swan
Accountants everywhere are breathing a sigh of relief as the tax extension deadline passes and tax firms officially enter their “off” season. If you’re one of them, we have one question for you: “How did your DMS work out for you this past tax season?” As you begin preparing for the busy tax season that will strike at the end of January, it’s time to find a solution that will make your life easier through April 15th. Here are 10 reasons that other accountants have turned to eFileCabinet as their document management solution.
1. 5-Star Rating from CPA Practice Advisor Magazine
The highly respected online accounting magazine, CPA Practice Advisor, has thoroughly reviews eFileCabinet’s features, strengths, and limitations and has given our program a 5-star rating. Their review states that eFileCabinet is a perfect fit for firms that need a flexible solution to their document management needs. To read the full review from CPA Practice Advisor, click here.
2. Choice of Platform
eFileCabinet offers both on-premise and Cloud-based solutions so that you can decide which platform is the best fit for your firm. The price is the same no matter which platform you choose, and you can easily convert from the Desktop version to the Online version if you change your mind.
3. True Document Management
We do far more than just Cloud-based storage. eFileCabinet is a true document management system, allowing you to establish workflows, collaborate with colleagues and clients, and get things done more efficiently than ever before.
4. Integrated Client Portal
Speaking of collaborating with clients, eFileCabinet comes with a built-in, fully integrated client portal—SecureDrawer. SecureDrawer allows you to share files instantly with your clients while maintain absolute security of the data you’re sharing.
5. Mobile Access to Files
Whether you choose the Desktop or Online version of eFileCabinet, you can access your files remotely via your mobile device using the eFileCabinet Mobile App. You’ll never have to go back to the office to find a file again.
6. Compatible with All Tax Programs
Our accounting clients use a variety of tax programs in their firms—Intuit, Thomson, CCH, Drake, etc.—and eFileCabinet is compatible with all of them. This program’s flexibility allows it to integrate seamlessly with all tax programs so that you can work at optimum efficiency throughout the tax season.
7. Award-Winning Support
Our customer support response time is unmatched. Typically, you’ll get a response from a member of our support team within 2 minutes, and instant chat is available during business hours. That means you don’t have to worry about wasted time as those unfiled tax returns pile up; if you have a problem, we’ll help you fix it right away so you can get back to work.
8. Assistance with File Conversion
If you’re overwhelmed by the idea of moving all of your files over to eFileCabinet, don’t worry about it—we’ll lend a helping hand. We can help you move your existing data from any source, including Windows file folders and your existing DMS. Our team is better and more experienced at this than any other, so you can rely on us to get the job done right.
9. Hands-On Training
We don’t just sell you our software and leave you to figure it out on your own. We offer personalized training and assistance to help you implement eFileCabinet in your business. That means you have no time wasted with user manuals and fruitless experimentation; we help you learn the program quickly so that you can get to work right away.
10. 30-Day Money Back Guarantee
It’s exactly what it sounds like; you can try eFileCabinet for up to 30 days, and if you don’t love it and see a significant improvement in your business processes, then you can cancel and get your money back. No conditions, no fine print, no hassle. We’re that confident that you’ll love eFileCabinet.
eFileCabinet was designed to be exactly what a busy accounting firm needs. So, while you have a little downtime between tax deadlines, get a free demo or sign up for a no-obligation trial of our product. Our accounting clients have all fallen in love with our product, but you don’t have to take their word for it. Give eFileCabinet a try and learn for yourself all of the reasons to love it.