eFileCabinet Document Management Software
for the Accounting Industry

As a professional in the accounting industry, time is your most valuable—and limited—resource. But in this information-centered world where documents are plentiful and stress often skyrockets, your time may not be spent as efficiently as it could. Rubex by eFileCabinet can automate redundant document processes so you can receive more money for your expertise, also resulting in easier management of bookkeeping, financial statements, accrual method plans, audits, balance sheets, and P&L statements.

Perhaps more than any other industry, successful accounting is dependent upon a constant and consistent dedication to increasing efficiency. You may never have the luxury of a stress-free career with normal working hours, but Rubex can significantly ease your load.

What will your annual report say at the end of the fiscal year? You can rest assured use of eFileCabinet accounting document management software will work to your benefit.

Did you know eFileCabinet was founded by a CPA?

Tired of watching his expensive, paid-by-the-hour accountants spend their day going back and forth between filing cabinets, he developed an efficient system specific to the accounting profession’s needs. If you want to simplify meeting Generally Accepted Accounting Principles (GAAP), eFileCabinet accounting document management software provides an easy way to make it happen.

“eFileCabinet, it’s a tax preparer’s dream.”

Gloria Hill of Hill and Associates in Palm Springs, California echoes the sentiments of thousands of accounting professionals and CPA’s who use eFileCabinet Document Management Software every day to be more profitable and efficient.

How Rubex by eFileCabinet can help your accounting firm:

Boost efficiency and increase organization.

Best-in-industry document security and automatic backup. Compliance with governmental and industry regulations. Full integration with your favorite tax and accounting document management software. Eliminate expensive real estate needed for physical documents. Greatly simplify audits and the auditing process. Complete mobility—work anytime, anywhere, with your entire office on your device.

Want more billable hours? Use Rubex.

Easy to organize and standardize your file cabinet can look like you want it to. With standardized naming conventions, folder structure and retention features you can automate your files. We love the open, edit and save features of the program. Search the entire cabinet for lost files by name and date. Encrypted for your clients protection and big enough to store over 5,000 clients with almost 20 years of records.

David O.

Accounting

Technology: Accounting Tools for Success

While the principles of accounting may not have changed much over the years, regulations, best practices, and technology have changed significantly. Whether you’re relatively new to the industry or you’re an industry veteran, taking advantage of technological advances is key to your success.
Download our popular article Things I Wish I Knew When I Became an Accountant, an interview with highly successful CPA’s and Accounting Professionals.

What are the best tools for success in today’s accounting world? Read our article What Did You Spend Your Tax Season Working On?

Rubex by eFileCabinet is cutting-edge technology
that does the heavy lifting for you.

We’ve earned a perfect five-star rating from CPA Practice Advisor Magazine for our ease-of-use and seamless integration with other programs you use.

What Are Your Clients Saying About You?

According to recent reports, client complaints about their accountants include:

  • Availability – wanting more than a once-a-year meeting
  • Reliability and accessibility
  • Failure to provide proactive advice
  • Poor responsiveness
  • Lack of online collaboration

Turn client complaints into rave reviews! Let eFileCabinet help you focus on what really matters.

Focus on Clients, Not File Cabinets

Want more time interacting with clients than file cabinets? Managing physical files for all of your accounts can directly cut into time otherwise spent on customer relationship management. Gaining and retaining a healthy client base—and keeping your clients happy—keeps you in business.

Read more: How an Accounting Firm Retired 25 Filing Cabinets

Customer service is important to your business.

That’s why you’ll appreciate our award-winning support.
eFileCabinet is unmatched in technical support and customer satisfaction.

I love that this software protects my client information and gives me access to it. I love the filing system. It helps me keep things organized. The Secure Drawer aspect is wonderful too because it allows my clients to easily get me the documents I need to work. The desktop app is wonderful as well — it allows me to upload dozens of documents easily right to where I need them. 

Celese S.

Accounting

Files, Files Everywhere!

The average file cabinet contains over 10,000 documents, each one important and highly confidential. Most Accounting Professionals suffer from Information Overload. Rubex by eFileCabinet is the solution.

“We no longer have to file massive amounts of documents, search for that one file within many, or make copies so that we can provide them to our clients. Now with eFileCabinet, we simply search, attach, and send! We save time, money and the ever annoying paper cuts! Our customers know that we have their documents easily accessible and they rely on our file cabinet more than they do their own. We estimate that our paperless office has saved us the equivalent of a part-time employee—we have been very happy with eFileCabinet for the past 10+ years!”

The Power of Paperless Documents

eFileCabinet really makes our job just so much easier. I can’t imagine anybody functioning in this day and not being paperless. Patrick Ballard

Ballard & Company

Patrick Ballard is the owner and CEO of Ballard and Company, LTD, CPAs, the largest sole proprietor CPA firm in Arkansas. Ballard and Company went paperless with eFileCabinet in 2006, but before that they were packed in with paper documents.

Security

You manage sensitive information on a daily basis. Security is a top priority for anyone in the accounting industry. Avoid the costly liability associated with security breaches.

Our protection features include 256-bit AES encryption, automatic backup, audit trails, role-based security management, a secure client portal and more. To learn more, read our cyber-security FAQ.

Compliance

Is “compliance” a 4-letter word at your firm? The legal requirements behind tax compliance regulations are complicated and ever-changing. Our tools help meet those legal requirements and maintain compliance with all major regulations, including HIPAA, FINRA, SEC, PPACA, Department of Labor, IRS, and Homeland Security.

eFileCabinet is the safest option for managing your financial documents. For more information, read our article, about FINRA and how to stay compliant.

The Accounting Professional’s Secret Weapon:
Secure File-Sharing

How do you send and receive files from clients? Do you know the risk associated with sending confidential information via email? Or the potential liability of a flash drive?

If you are sending or receiving documents via email, flash drive, fax, or snail mail, your firm is liable for any breach of information. That’s a business-breaking risk that is easily avoidable with Rubex’s award-winning file-sharing feature.

 

How Does It Work?

It’s as easy as email—but comes with bank-grade security and SSL, 256-bit grade encryption. Additionally, Rubex boosts web marketing efforts for you, so you don’t have to. The custom domain name you receive with a Rubex account will drive more traffic to your firm or business’s page and increase your relevance in search engines like Google and Bing, meaning the potential for more business. It also offers custom branding options for your firm.

Rubex gives you a protected way to share documents with clients and coworkers alike. With just a few clicks, you can instantly share documents and collect digital signatures, all within a secure, encrypted portal.

With EFC, there is no more time consuming hunting for the right folder, no more cumbersome paper files to manage and store. We converted several years ago and have never looked back with nostalgia to the old days! Now we can wow our clients with easy, quick access to their information and that impresses them and makes our days happier and less stressful.

Colleen M.

CPA

Rubex Has The Features That Customers Love

securedrawer-icons-01EASE OF USE | A simple, user-friendly interface

securedrawer-icons-04FAST AND SAFE | Never worry about the security of your files or webmail again – it’s network file sharing made easy.

securedrawer-icons-03SECURITY | Maximum security include SSL/TLS encryption, 256-bit AES standard, and Secure Socket Layer (SSL) technology.

securedrawer-icons-02VALUE | Improve customer service and waste less time with this feature included in your eFileCabinet subscription.

alt=DIGITAL SIGNATURES | Use your finger, a mouse, or a scanned image for hassle-free digital signatures.

Rubex to the Rescue

Your work starts and ends with documentation. It all begins with source data, provided by the client, and ends with finished documents provided by you. This document exchange is a crucial aspect of your job.

Today’s technology can simplify all cycles of document management. Here are just a few of the eFileCabinet DMS superpowers that can help make your job significantly easier:

Workflow

Chances are you work with lots of repeated documents in repeated patterns. Automated workflow will save you lots of hands-on time, as documents are automatically routed from creation/collaboration, revising, and versioning, to evaluation and approval.

In a business sense, “workflow” can refer to any controlled and repeatable pattern of processes that a project passes through to reach completion. In document management, “workflow” refers to the process of moving documents through an organization.

With eFileCabinet, you can design workflows that are as simple or complex as your firm requires. You can also establish multiple workflows, making it easy to map out automated file routing for the different types of documents you produce or receive on a regular basis.

Want to learn more about workflow?

Zonal OCR

If you work with lots of forms—and what accounting professional doesn’t?—Zonal OCR is like hiring a super-speedy, extra-efficient virtual assistant that specializes in data entry. Using basic optical character recognition (OCR), Zonal OCR recognizes and auto-populates data for you. It even automatically files the document in eFileCabinet. Setting up Zonal OCR is easy—it takes less time than training a new employee on data entry.

SideKick

You may have to see it to believe it, but this small, blue orb is a fiercely powerful function that can change your life forever! Your SideKick sits right on your desktop, and it’s flexible enough to manage virtually any task you send its way. It’s dynamic, really fast, and synchronizes immediately with your other programs.

Like using a simple button to store and retieve files? Want to drop a file into the system with a drag and drop? SideKick is your portal that allows you to quickly find and store documents with Google-like ease.

You’ve lived long enough without this office management superhero—let SideKick help do your heavy lifting today!

Poor document management makes the already complicated world of accounting much more difficult. Streamline your workload and your costs by using the most secure, robust, and user-friendly document management system available.

To learn how eFileCabinet can help your firm or accounting department increase efficiency and compliance with ease, call us at 877-574-5505, chat with us on this page, or fill out the form to request contact from an accounting professional efficiency expert.

Customer Testimonials

Even with the time spent in scanning client documents (I scan 100% of all clients’ documents) during tax season I saved 1 or 2 hours a day. As a sole practitioner who prepares about 300 returns a year, the single best benefit is being able to retrieve the file without getting up from my desk and looking all over the place to find a file. When a client calls with a question about a return, I can access the return immediately, discuss the return with the client, and return to my work with minimal interruption. Without eFileCabinet I would not have been able to prepare, store, and file 300 returns. My productivity has increased at least 20% since the introduction of eFileCabinet to my office. I am very happy with eFileCabinet and would not continue in practice without having this software.

Dale W. Ogden

CPA, Ogden & Showwalter PLLC

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 and boxes, and we 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 1 hour per week and more than that during our busy season. Jay Vander Pol

Vander Pol & Zager

About eFileCabinet

eFileCabinet is a leading provider of electronic document management software for small to mid-sized businesses. With electronic sharing capabilities and paperless filing, you can cut out pounds of paper and save your business time and money. With features like eSignatures, optical character recognition, instant electronic sharing, and cloud-based file storage, eFileCabinet can bring your office into the paperless era.

Are you ready to learn more?

Call 877-574-5505

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