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Customer Success Story:
Gloria Hill of Hill & Associates

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“It’s an awesome tool. I’m so glad we started using it. And ROI? Oh, absolutely.”
– Gloria Hill on eFileCabinet

Located in Palm Springs California, Hill & Associates offers comprehensive business and tax services to small businesses through bookkeeping, payroll, cash management, business valuation, and other business planning services. Many of these services require Hill & Associates employees to meet with clients on a monthly basis and at fixed rate costs.

With a book of business built upon strong relationships and trust, Gloria knew the importance of keeping her information accessible, secure, and properly stored: This is why Gloria knew eFileCabinet was right for her and the prosperity of her business. When it came to auditing, sharing information, ensuring accountability, and improving client trust, she found eFileCabinet to be the simplest solution for enabling these benefits.

“I’ve been able to find records that the client didn’t need to go look for in the event of an audit. The auditor wants copies of all the corporate or all the tax returns that are involved in that audit. I can crank them out in eFileCabinet in seconds.” – Gloria Hill

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“My clients don’t even have to look up their paper records. eFileCabinet lets me offer this particular service to clients at no charge, and it’s something they’re very pleased about.” – Gloria Hill

1. Auditing Made Easy

Crystal clear tracking of processes and ensuring the availability and security of clients’ information is of the utmost importance to auditors, and Gloria Hill used eFileCabinet to simplify the process of ensuring these outcomes for auditors.

“The last 2 audits we’ve had were Schedule C audits, which is a full audit of everything on 1040 returns, and both of them came back with no requested changes. The IRS doesn’t like those, but I love them!

You know you’ve been thorough when you represent a client so well that the IRS can’t find anything wrong. Of course in an audit, I can pull up all the records that the auditor might need, including a paper copy of something the client has given me.

So the advantage of having this program, even if someone calls me on the phone and starts talking to me about their situation, is I immediately go to eFileCabinet instead of to whatever other software I’m using. We store their W-2s, their 1099s, and their bookkeeping records, so I can take a look at things that they might be talking about without having to pull up that program that somebody else might be using during that phone conversation. It makes it very easy to keep the records that the IRS might ask for in the event of an audit.” -Gloria Hill

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2. Sharing Information

Gloria’s specialty is in dealing with small businesses, many of which fall under the “Mom and Pop” category, giving her one or two contacts within each business she works for with whom she strives to develop enduring relationships. Therefore, being able to keep information accessible and readily available for her clients at the drop of a hat is a top priority.

“Sharing information has been easy with eFileCabinet. When a client calls, we can answer their questions quickly and accurately.” – Gloria Hill

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3. Usability & Accountability

Gloria’s clients have needs as important as they are diverse, so finding a document management software that was highly usable and able to simplify both her ability to stay accountable and her clients’ ability to stay accountable with the information they gave her, was immensely helpful.

“I’m very comfortable with it and it has been working very well…I feel that having the program itself, and being able to scan docs that my client gives me puts me in complete control. When my client calls and says they received a tax letter about an unreported 1099, I can go back to the clients’ docs in seconds and show I never received the document, so it helps increase clients’ accountability. I can answer a client’s question on a tax return without actually having to pull a paper copy that might be sitting in a file somewhere. So without having to get up from my desk to share the information, I have instant access to everything I’ve stored in eFileCabinet.” -Gloria Hill

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“Without having to get up from my desk to share the information, I have instant access to everything I’ve stored in eFileCabinet.” – Gloria Hill

4. Improved Client Trust

Gloria’s clients have needs as important as they are diverse, so finding a document management software that was highly usable and able to simplify both her ability to stay accountable and her clients’ ability to stay accountable with the information they gave her, was immensely helpful.

“I’m very comfortable with it and it has been working very well…I feel that having the program itself, and being able to scan docs that my client gives me puts me in complete control. When my client calls and says they received a tax letter about an unreported 1099, I can go back to the clients’ docs in seconds and show I never received the document, so it helps increase clients’ accountability. I can answer a client’s question on a tax return without actually having to pull a paper copy that might be sitting in a file somewhere. So without having to get up from my desk to share the information, I have instant access to everything I’ve stored in eFileCabinet.” -Gloria Hill

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5. Beating the Industry “Leaders”

When it comes to beating out big name competitors, accounting services companies like Hill & Associates need to prove they’re a cost effective, value added resource to their customers. This means doing more with fewer resources, and eFileCabinet has helped Hill & Associates develop this competitive advantage.

“Many times when you have a tax preparer that is seasonal like one of the many big firms such as H&R Block, it’s very difficult for them because clients go back to them and they have a hard time being able to find anything, but we’re here year-round because of the bookkeeping clients we’ve retained through our strong internal processes, which eFileCabinet has helped.” -Gloria Hill

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6. Cutting Clutter from the Office

Clients frequently call their accounting services professionals in search of the right information. eFileCabinet gave Gloria the ability to not only compress the amount of storage space needed to retain the information her clients’ needed, but also enabled her to store and retrieve this information more quickly.

“We already had a dozen filing cabinets and we were worried about where in the world we were going to put any more. It soon became obvious that this was one of the reasons eFileCabinet was a really smart idea. I’m also able to rent more office space to other people.” -Gloria Hill

About eFileCabinet

Founded in 2001 by accountant James Blaylock, eFileCabinet provides freedom, convenience, peace of mind, and professional growth in its suite of proprietary document management software products for small to mid-sized organizations, including departments within larger organizations. With built-in security to simplify compliance, highly encrypted file sharing features, and other collaboration-enhancing tools, eFileCabinet has been accountants’ most trusted document management software vendor for over 15 years.

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