Are You Prepared for the New Year?

By | 2017-12-01T11:35:42+00:00 December 1st, 2017|

2017 is coming to end, and 2018 is just around the corner. With the end of the year comes the busy holiday season, tax filing, and potential tax audits. Is your business prepared for tax season? Are your documents stored for simple, quick access in case of an audit? If not, implement a Document Management

How Document Management Software Optimizes Activity Based Costing

By | 2017-07-12T12:23:24+00:00 July 12th, 2017|

Document management software optimizes activity based costing efforts by gauging the efficacy and impact of internal controls at the document level—a space in the information management realm that is often left unconsidered in most costing models of accountancy. Essentially, so many office items relied on today prevent companies and accounting departments from effectively gauging any

Handling 2017 Accounting and Tax Prep Trends with eFileCabinet

By | 2017-07-25T12:48:31+00:00 May 17th, 2017|

Why A Switch from Lacerte to eFileCabinet is Necessary for Accounting Success in 2017 and Beyond "We used a document management system from Intuit, which was a very basic repository for information. We did a demo of eFileCabinet and really liked all the different integrations, the ease of use, and the ability to share information.

The Documentation Management System in a B2B2C Context

By | 2017-06-15T15:24:56+00:00 May 16th, 2017|

A documentation management system is one of the emerging means of achieving a sound information management strategy in 2017, particularly for businesses in services, insurance, government, and generally client-centered industries. However, the most significant role that a documentation management system plays within the marketplace is one often forgotten—the factor it has in streamlining and directly

Accrual Accounting with Document Management Software

By | 2017-07-17T08:47:11+00:00 May 2nd, 2017|

Accrual accounting with document management software is one of the best methods all but the smallest accounting departments and small operations teams, which still tend to rely on cash accounting principles. Although cash accounting doesn't negate the need for document management software, the accrual system more heavily demands document management technology. Under the accrual

Meeting 2017 AICPA Standards through Document Management Software

By | 2017-07-14T11:35:36+00:00 April 11th, 2017|

Meeting 2017 AICPA Standards through Document Management Software Accounting education and accounting practice are very different, and most new hires in the industry who aren’t aware of it find they are usually in for a rude awakening. After receiving a CPA designation or graduating with a bachelor’s degree in accounting, most classically trained accountants

Forbes Covers eFileCabinet in 2017: What CPAs Can Take to the Tax Season Trenches

By | 2017-05-24T09:51:36+00:00 March 31st, 2017|

Forbes covered eFileCabinet in 2017 with the article, U.S. Tax Season: What Accountants Should Take to The Trenches To Survive & Thrive. We are grateful for Roger Aitken's thoughtful exposition of our cause, and how it positively impacts the accounting market. The article also mentions eFileCabinet customer and evangelist, Gloria Hill. eFileCabinet began as a

Accounting Digital Signature Integration Hacks: eFileCabinet’s GuideBook

By | 2017-02-08T10:46:12+00:00 February 8th, 2017|

Accounting Digital Signature Integration: Why and How to Use eFileCabinet’s Did you know that the IRS now accepts digital signatures on forms 8878 and 8879? That means big gains for those who chose to use them during tax season. In this post, we’ll cover two important topics, and at the end of each topics that

Accounting Document Management: A Case Study

By | 2017-01-30T09:48:48+00:00 January 30th, 2017|

Accounting Document Management Case Study Accountants are expected to prepare and examine financial records with precision, poise, and speed. Accounting document management systems make it easier for this in-demand occupation to provide the services and attention its beneficiaries need. In the accounting world, W-2s, I-9s, capital asset activities, vehicle logs, tax records, insurance information, payroll

Free Demo

Request a Demo

Discover eFileCabinet

Chat with us about your needs and we’ll create a free guided test drive just for you.

Demo Form Arrow