As a Financial Planner, your clients rely on you to keep their important documents organized and up-to-date. This is no simple task when you have thousands of documents to keep track of. Good news—your paper-laden days are over.
Carlene Patterson, Owner of Ascension Financial Group, found the solution: eFileCabinet.
“We have found many measurable benefits, including saving about $4,600 a year. We love how light this is making us feel as we get rid of the mounds of paperwork.”
“We definitely experienced an increase in productivity upon switching to eFileCabinet.”
Carol Catapang, Office Manager
Donald L. Moore & Company
Studio City, California
FILES, FILES EVERYWHERE!
The volume of files and information you’re responsible for can be staggering. Storing and managing financial documents in paper format is simply no longer viable for most companies.
Feeling file overload? Click here to download our free eBook:
Files, Files Everywhere! 7 Steps to Going Paperless.
The Power to Be More Profitable
“Our profitability and efficiency have skyrocketed since we implemented eFileCabinet. I can’t imagine anybody functioning in this day and age not being paperless.”
Ballard & Co.
“Purchasing eFileCabinet has made life for me and the rest of our small group easier. We were in need to be able to use a true document system with the ability to take notes and one place to store all paperwork. This has saved us time, money and SPACE! We have eliminated a 5-drawer and 4-drawer legal size cabinets, freed up space and are down to one drawer for what I call vault documents. We are saving approximately $7,440.00 per year and have freed up approximately 24 feet of space. eFileCabinet has made my life easier and that makes me happy!”
Suisun City, California
Are Your Documents Secure?
You’ve got enough to worry about—let eFileCabinet manage securty and compliance for you.
Our tools help maintain compliance with all major regulations, including HIPAA, FINRA, the SEC, and more.
Role-based security and audit trails ensure confidentiality of all important files and documents.
Not sure you’re as secure as you could be? Take the quiz to find out!
“I found eFileCabinet, and the benefits of using it include the ability to scan rather than copy, and I can easily put my scanned documents into eFileCabinet without opening eFileCabinet. With electronic storage, I find I have saved on paper, supplies, and storage costs. I am also able to retrieve files more rapidly when a client calls without having to leave my desk. Hence, I am more productive, but do not get as much exercise as I used to running to the file room. I have not tracked specific metrics, but I do know there is a time savings from when I was on a paper file system since I would put the client on hold or call him back when I had the file in hand. Now, it is just a couple of computer clicks.”
Michael Hanrahan CPA, CFP, CFE, MCBA
“We originally looked into document management software because our firm was rapidly expanding and our office space was being taken over by big, bulky, depressing file cabinets that were being stuffed to the brim. We have only been with eFileCabinet for about a month but we are already seeing benefits in our office. Our efficiency and speed to produce a document for a client is lightning fast with the capabilities to email the document securely. Since our firm has only had a short time with eFileCabinet we are unable to generate specific numbers at this time but I can already see our ink, paper and labor costs have been reduced. We are very happy with the efficiency and speed of the scanner recommended by the eFileCabinet representative. We have never had luck with scanners and have had to purchase multiple scanners before and/or repair our scanners, which is costly. The combination of eFileCabinet with these scanners will cut our overall cost greatly!”
Save Time. Make Money.
Don’t take our word for it—watch how eFileCabinet has helped firms save both time and money. We take care of the tedious work so you don’t have to.
Raymond W. Johns, RFC
Allegis Financial Partners
“Although I’ve only been a user for one month, I’m very happy that I can streamline my manual document management processes and, at the same time, set up a highly encrypted, specialized document retrieval system to give my clients secure access to.”
Carl R. Maccarrone, EA
Signal Financial Services, LLC
eFileCabinet cures even the most complex document management problems. Streamline your workload and your costs by using the most secure, robust, and user-friendly document management system available. To learn how eFileCabinet can help your office increase efficiency and compliance with ease, call us at 801-374-5505, chat with us on this page, or fill out the form to request contact from a medical office efficiency expert.
ARE YOU READY TO LEARN MORE?
eFileCabinet is a leading provider of electronic document management software for small to mid-sized businesses, as well as for HR departments of larger businesses. With electronic sharing capabilities and paperless filing, you can cut out pounds of paper and save your business time and money. With features like eSignatures, optical character recognition, instant electronic sharing and cloud-based file storage, eFileCabinet can bring your office into the paperless era.