Hitting the Road with Document Management

Hitting the Road with Document Management

Your job certainly takes you places. Whether it’s a quick road trip for a conference or a cross-country plane ride to meet a new client face-to-face, your work needs to be as mobile as you are. That work includes important documents essential to getting deals done,...
Make Performance Reviews Productive and Not a Headache

Make Performance Reviews Productive and Not a Headache

Performance reviews are a routine part of any employee’s career at a company. Whether your business does performance reviews annually or semi-annually, it’s the constant duty of HR to schedule and oversee the review process. This can be a tedious task, as you need to...
Admin Tools to Stay in Control

Admin Tools to Stay in Control

As the department head, it’s your responsibility to stay in control of your office’s records and ensure that everyone is using your team’s document management system responsibly. Document management software is a highly useful tool but if used improperly without...
Using DMS To Recruit The Best Talent

Using DMS To Recruit The Best Talent

A major part of HR is recruiting and keeping the best talent for your company. Hiring can be very document heavy, as is the performance review and appraisal process. In order for you to make smarter hiring and retention decisions, you need documentation to inform you...
Protect Your Client’s Information

Protect Your Client’s 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 number-crunching and with protecting the highly sensitive...
Rubex Shortcuts and Tips to Save You Time

Rubex Shortcuts and Tips to Save You Time

The great thing about Rubex? So. Many. Features. The (small) downside of Rubex? So. Many. Features. With such a wide range of functionality and options, you can completely customize your system to work most efficiently for you and your business, so you can get back to...