Industries – ACCOUNTING Document Management Software

eFileCabinet Document Management Software

We chose eFileCabinet as we were looking to reduce the amount of our file storage. The benefits of eFileCabinet include: 1) reduction of storage, 2) MUCH easier to find needed information, 3) MUCH better organization of records. We save money on paper, boxes, and no longer have rented storage. Customers are VERY happy that we can mail encrypted documents at a moment’s notice. I’m sure that each of us in our office saves at least one hour per week and more than that during our busy season.One of my partners was at a conference where eFileCabinet had a display. He came home and suggested we give it a try and we have been extremely pleased. Every time we need any help, I have always been happy with your customer service and technical support. Since we are a small firm (3 CPAs and 4 staff), I am the person that keeps all the computers and scanners up and running. I am totally sure this has saved us money as we no longer use copier toner and paper to copy the documents that we scan.We looked for a DMS to cut down on paper usage. We also knew that was where the accounting, tax and financial planning industry was headed. With eFileCabinet, I have been able to transfer the files from ArkWorks fairly easily, and I can store my financial planning documents securely (according to SEC/FINRA regulations).

Working in the accounting world requires a lot of paperwork. Having critical tax documents in a storage unit or buried away in a filing cabinet is simply ineffective, especially when a client needs information now. But when your records are divided between email, various tax software, and spreadsheet programs, things can get messy fast.

You need more than a simple storage solution—you need a comprehensive document management system that offers quick retrieval, document processing, regulatory compliance, workflow technology, and customization options to meet the needs of your entire firm.

eFileCabinet is that solution.

eFileCabinet will help you streamline your document management workflow, while our security features keep client data secure and help you to stay compliant:

Top 10 Reasons
Accountants Buy eFileCabinet

eFileCabinet is proud to have received the highest possible rating from this renowned accounting magazine. What earned us this exceptional rating? For starters, integration and ease of use. If you want to learn what CPA Practice Advisor Magazine had to say about eFileCabinet, you can read the full review here.

eFileCabinet gives you options so that you can find the platform that works best for your practice. Both eFileCabinet Desktop and eFileCabinet Online are available at the same price. Learn more about each platform’s features to decide which version you want.

We offer more than just a common place to store all of your documents. eFileCabinet is true document management. That means that, in addition to storing all of your documents, we offer you tools to manage the sharing and workflow of all of this information, making your office more effective and efficient.

Both eFileCabinet Online and eFileCabinet Desktop include our secure, fully integrated client portal, SecureDrawer. This portal enables you to quickly and confidentially share documents and data with clients no matter where you (or they) may be.

Once you have an eFileCabinet account, you can install our free mobile app, which allows you to access your files and folders from anywhere at any time. But you can do far more than just access them; with eFileCabinet Mobile, you can store, search, share, and manage documents just as you would from your computer. And don’t worry—you don’t need to have eFileCabinet Online to take advantage of the mobile app. It works with eFileCabinet Desktop too!

Odds are, you use some kind of tax software in your business. Well, no matter what brand of tax software it may be, eFileCabinet will integrate and work seamlessly with that software. Whether you use Intuit, Thomson, CCH, Drake, or any other tax program, you will find that our DMS works hand in hand with your existing software.

Our tech support response times are unmatched; typically you’ll receive the help you need within two minutes, and instant chat is available during business hours. And because we know that you work extended hours during tax season, we do the same thing. We offer extended support hours and are available to help you on Saturdays from February 1st through April 15th. We know you’re busy, and you can’t afford to be delayed by technical issues, so we make ourselves available as much as possible.

Do you find the idea of transitioning your documents and data to a new system to be overwhelming? We understand, and that’s why we offer data conversion support and services to help you make the switch. We can help you convert and transition all of your documents, whether they’re in Windows folder files still or you’re storing it all in another DMS. Our team is more experienced at this than any other team you’ll find, so we’ll make sure it’s all handled correctly.

When you start using eFileCabinet, we don’t just give you the software and leave you to figure it out on your own. We offer full implementation support and training to help you ensure that you’re getting started on the right foot with your new DMS. From video trainings to in-house implementation and personalized training of your teams, we have a number of options that you can choose from depending on your business’s needs.

We’re confident you’ll love eFileCabinet. In fact, we’re so confident, we’ll let you use eFileCabinet for 30 days, and if you don’t love it by then, we’ll give you your money back. No strings, no catches, no fine print.

eFileCabinet Helps You Manage:

Documents that are effectively categorized and readily available will ease your compliance burdens and ensure business continuity.

Don’t wait any longer—you won’t believe how easy it is to go paperless!

Are You Ready To Be More?

Call 877-574-5505