by Andreas Rivera | Jan 8, 2020
As a CPA, when looking at ways to improve your tax season, one aspect you should look at is how you communicate with clients. Streamline your communication processes so you can reach out on a mass scale. With Rubex by eFileCabinet, it’s possible with one click, to...
by Andreas Rivera | Sep 18, 2019
There are few industries that come under as much scrutiny from government and industry oversight than insurance. Compliance is a major concern and something that all providers, agents, and brokers need to stay on top of and constantly maintain. There are many facets...
by Andreas Rivera | Aug 19, 2019
Agendas and minutes for meetings are crucial for running productive, public meetings where things get done, rather than unstructured, shouting matches between parties. Crafting an agenda, listing all the action items and other topics that need discussion, sets the...
by Andreas Rivera | Aug 12, 2019
Handling public records requires great care. Public records are public property, but it doesn’t necessarily mean that all public records are subject to public disclosure. When sharing records with other agencies or authorized individuals, it’s important to use certain...
by Andreas Rivera | Aug 9, 2019
Whether you’re in the city auditor’s office, public works, parks and recreation, or the school district, it’s your duty as a public agency to provide the best possible service to the members of your office’s constituency. Providing above and beyond service to the...
by Andreas Rivera | Jul 19, 2019
For HR outsourcing firms, you’re going to have a much larger volume of documents than the average HR department. So much so that organization and separation of your client’s files can be a challenge depending on how big you are. But whether you’re a single HR...
