Tips and Tricks: eFileCabinet Online Preview Window

Tips and Tricks: eFileCabinet Online Preview Window

Using the preview window eFileCabinet Online Another beautiful Tips and Tricks Tuesday for you! Calling all eFileCabinet Online users! Need to add a quick signature to a file, quickly redact some information, or pop in a quick annotation? eFileCabinet’s preview window...
Tips and Tricks: View Audit Logs

Tips and Tricks: View Audit Logs

How to view audit logs in eFileCabinet Online and Desktop A brand new Tips and Tricks, just for you! Do you need to track movement on your users and data in eFileCabinet, or need help locating a lost file? Audit Logs are here to help! Audit Logs give you access to see...
How Secure Are Your Documents?

How Secure Are Your Documents?

Does your business or department still work with paper documents? In the information age, this practice has become profoundly anachronistic and usually a sign of business practices being left in the dust by the wheel of progress. Some companies do it because...

Lawyers and IRS Audits: Using DMS to Be Prepared

All businesses and individual taxpayers have a chance of being audited by the IRS. Anything from income level to seemingly insignificant tax return errors can trigger an audit. However, certain groups or businesses are more likely to face an audit, and in the...
Tips on How to Stay Compliant and Survive a FINRA Audit

Tips on How to Stay Compliant and Survive a FINRA Audit

The Financial Industry Regulatory Authority (FINRA) is an agency that delivers auditing and regulation enforcing services to the financial industry. Though they are not a government entity, they do work closely with SEC (US Securities and Exchange Commission) and...