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...
Get Client Approvals Faster

Get Client Approvals Faster

If you’re trying to speed up your business processes to overall grow your firm by taking on more clients and reach other goals, one process you may consider looking into improving is getting approvals from current clients. Like any good firm, you require client...
Inc.com Names eFileCabinet Best DMS for Small Business

Inc.com Names eFileCabinet Best DMS for Small Business

eFileCabinet continues to grow its reputation as the ideal document management solution for small businesses, after receiving not one, but two recognitions from online business magazine Inc.com. The publication named eFileCabinet the Overall Winner for Best Document...
Productivity Hacks to Survive Tax Season

Productivity Hacks to Survive Tax Season

Do you dread tax season? Probably. Or, if you’re an accountant, of course, you do. The paperwork. The approvals. The document creation. It can be a nightmare, but it doesn’t have to be. In this article, we’ll give you some advice on how to not only survive but thrive...
Tips and Tricks: New notification tool in SecureDrawer

Tips and Tricks: New notification tool in SecureDrawer

New notifications in SecureDrawer SecureDrawer Welcome back to Tips and Tricks Tuesday! Today we’ll be displaying a new feature in SecureDrawer. Our updated notification tool allows you to not only send email notifications as usual, but also send notifications to...