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...
A Brief History of Data Storage

A Brief History of Data Storage

The ability to store and access data is a vital part of our daily lives, both in the office and at home. Every day, you interact with countless pieces of data stored across a variety of media, from USB drives to DVDs to the Cloud. But where did it all begin, and how...
eFileCabinet announces new integration with Microsoft 365

eFileCabinet announces new integration with Microsoft 365

Maximize your productivity with a combination of the familiar Microsoft 365 applications you use daily with the powerful document management and workflow system Rubex™ to boost efficiency and empower your team with real-time content collaboration. Get more done, and...
5 Tips on How to Organize Files

5 Tips on How to Organize Files

Today, we use so many files that it’s easy to lose track of where they have been stored. In the busy world we live in, most people don’t have the time to go on a wild goose chase for that picture they loaded onto their computer 5 weeks ago, but just...
Streamline Your Communication This Tax Season

Streamline Your Communication This Tax Season

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...
Record-Keeping Standards That Must Be Upheld

Record-Keeping Standards That Must Be Upheld

Few industries 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 to compliance,...