What is Business Automation?

What is Business Automation?

Imagine a typical day in the office (in-person or remote). In order to accomplish your day’s tasks, you have to refer to important documentation. Whether you need critical financial information, like an invoice, an I-9 form to verify a new employee’s authorization to...
How Document Management is Key to Streamlining Onboarding

How Document Management is Key to Streamlining Onboarding

Growing businesses are likely to have a steady stream of new employees to onboard weekly. It’s challenging enough to catch them up to speed on the company culture and introduce them to their team. But adding in the time it takes both of you to work on the paperwork...
How DMS Works With HRIS

How DMS Works With HRIS

HR professionals who have worked with or currently work with a human resources information system (HRIS) or human resources management system (HRMS) may wonder why they would need a document management solution when their system seems to accomplish everything they...
The Protection of Client Information

The Protection of Client Information

As a CPA, you go above and beyond to help your client get the most out of their tax return and finances. However, as the industry migrates more and more into the digital space, you need to balance your efforts between number-crunching and protecting the highly...
Rubex & Salesforce 101

Rubex & Salesforce 101

Salesforce, the world’s most popular customer relationship management (CRM) system, is a vital component to a variety of industries’ tech stack. Just as important to these industries is a comprehensive document management system (DMS), such as Rubex by eFileCabinet. ...