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Accounting

Spreadsheets Made Easy

Accounting

Document management for accountants is about more than just going paperless — your firm probably recognized long ago the futility of having critical tax documents in a storage unit across town, or even just buried somewhere in the filing room down the hall, especially when a client needs information now. But when your records are divided between email, various software and spreadsheet programs, hard drives, or internal servers, things can get messy fast. You need more than a digital storage solution — you need a comprehensive system that offers quick retrieval, document processing, regulatory compliance, workflow technology, and customization options to meet the needs of your entire firm. You need eFileCabinet.

Simplicity

Tax season is becoming more complex by the year, but that doesn’t mean your document management system should be. eFileCabinet’s layout and processes are intuitive and easy to use, including its integration with QuickBooks. This integration allows users to link clients, vendors, invoices, bills, and more between the two programs. Our sophisticated workflow management tool is another lifesaver during tax season, helping you automate in-house processes and providing you with audit logs and email notifications.

Compliance

Manually keeping up with regulatory laws such as IRS Rev. Proc. 97-22, eSign Act, Department of Labor 20CFR-2520, Graham-Leach-Bliley, SEC 17a-3 and 17a-4 and others can be complicated and demanding. eFileCabinet allows documents created during tax preparation, auditing, and administrative tasks to be stored with the appropriate security controls and audit trails. Documents that are effectively categorized and readily available will ease your compliance burdens and ensure business continuity.

Other Features Include

  • Compliance with Microsoft Office, e-mail, and more
  • Instant retrieval of client information
  • Simple document navigation
  • Scheduled document purges
  • Complete search capability
  • Automated scanning processes
  • Administrator-controlled permissions

Whether you’re in a small- to mid-size accounting firm or one of the Big 4, eFileCabinet offers the solutions you need.Download our paper “DMS for Accountants—NOT Optional Anymore” for helpful, accountant-specific information on going paperless.

Client Satisfaction

Many accounting firms have identified acquiring new clients as one of their biggest accounting challenges. We’re not here to give you marketing advice, but we can offer something that will increase client satisfaction and boost your firm’s reputation for efficiency and quality interactions. Not only does eFileCabinet’s document management system allow for instant information exchange, we offer practical solutions for clients in one convenient location, including:

  • A safe and easy-to-use digital signature feature
  • A robust client portal add-on
  • Quick retrieval of information to instantly meet client demand

A Firm at Your Fingertips

To work on current documents effectively, you need quick access to prior-year documents and drill-down documents. eFileCabinet’s rapid retrieval search engine gives you what you’re looking for in seconds. In addition, the eFileCabinet mobile app gives you remote access to the documents and data you need, giving you an extra edge in an increasingly competitive environment.

Security

Any good accountant knows that one of the worst things you can do for your firm is lose its data. eFileCabinet’s backup function protects your data from a catastrophic failure, and its high-level security infrastructure safeguards data and protects client confidentiality.

We’ll help you work smarter, not harder. Contact us today.

Testimonials“We chose eFileCabinet as we were looking to reduce the amount of our file storage. The benefits of eFileCabinet include: 1) reduction of storage, 2) MUCH easier to find needed information, 3) MUCH better organization of records. We save money on paper, boxes, and no longer have rented storage. Customers are VERY happy that we can mail encrypted documents at a moment’s notice. I’m sure that each of us in our office saves at least one hour per week and more than that during our busy season.” — Jay Vander PolVander Pol & Zager, CPAs , washington“One of my partners was at a conference where eFileCabinet had a display. He came home and suggested we give it a try and we have been extremely pleased. Every time we need any help, I have always been happy with your customer service and technical support. Since we are a small firm (3 CPAs and 4 staff), I am the person that keeps all the computers and scanners up and running. I am totally sure this has saved us money as we no longer use copier toner and paper to copy the documents that we scan.” – Anneta ChapmanVirden, Chapman & Virden, PLLC, TEXAS

Client Satisfaction

Many accounting firms have identified acquiring new clients as one of their biggest accounting challenges. We’re not here to give you marketing advice, but we can offer something that will increase client satisfaction and boost your firm’s reputation for efficiency and quality interactions. Not only does eFileCabinet’s document management system allow for instant information exchange, we offer practical solutions for clients in one convenient location, including:

  • A safe and easy-to-use digital signature feature
  • A robust client portal add-on
  • Quick retrieval of information to instantly meet client demand

A Firm at Your Fingertips

To work on current documents effectively, you need quick access to prior-year documents and drill-down documents. eFileCabinet’s rapid retrieval search engine gives you what you’re looking for in seconds. In addition, the eFileCabinet mobile app gives you remote access to the documents and data you need, giving you an extra edge in an increasingly competitive environment.

Security

Any good accountant knows that one of the worst things you can do for your firm is lose its data. eFileCabinet’s backup function protects your data from a catastrophic failure, and its high-level security infrastructure safeguards data and protects client confidentiality.

We’ll help you work smarter, not harder. Contact us today.