WHAT OUR CUSTOMERS ARE SAYING
“I chose eFileCabinet thinking it might help. What I didn’t realize was how much time it was going to save me and how much more efficient I was going to be for my clients. When you’re more efficient, you’re more effective at what you do. And clients are happier. It’s a tax preparer’s dream.”
-Gloria Hill of Hill & Associates, Accounting
“With this electronic filing system, there’s only one place to look for a file. There’s not a question of whether Jane put it here, or Mary put it there. You can easily retrieve it, and you just search for keywords, you can search by date, you can search by who produced it. At the end of the day, what we found was that eFileCabinet has made us more efficient at what we do, and when we’re more efficient then our clients are more efficient.”
– Yvonne Thompson of AMES Recordkeeping Services, Accounting
“eFileCabinet has helped tremendously with our compliance. We always get audited by the Department of Health. Prior to eFileCabinet, those auditors would have a tough time going through our documentation. They’d usually spend two to three days here. After implementation of eFileCabinet, when they came in they only spent less than one day, and they said we were by far the best in the state.”
– Corey Kendall of DON Services, Non-profit Health Provider
No Matter the Industry, We Deliver
Requesting client files and securely sharing tax information reference
Tax season can result in a flurry of client files being shared back-and-forth for weeks on end. Getting the right files from clients, maintaining proper organization, and keeping everything secure can seem impossible at times.
Secure sharing portal and templates
Repetitive time-consuming tasks
Chances are you repeat similar tasks all day long. Hundreds of documents each day need processing and you have to perform the same task for every single document without making a mistake. The pressure and chaos can be overwhelming.
Workflows and Zonal OCR
Finding critical information wherever you are
Your legal clients have large amounts of data that you have to file, store, and have ready at a moments notice regardless if you’re at the office or in the courtroom. Those files are rarely standardized. Searching and finding specific text in a document can be a literal nightmare.
Full-text searching and mobile accessibility
Mountains of paper to process and track
The sheer amount of paper you have to keep track of for your clients is beyond overwhelming. Some files are paper, others are digital. You’re expected to maintain a clean and precise document organization for each and every single client.
Templates and easy to implement naming structures
Get ready for the world’s most
advanced document management tool.
Other key features
- One system that does it all
- More powerful templates
- Automated workflows
- Activity center
Simple file requests
Advanced version control
See Rubex Today
See for yourself just how powerful and painless document management can be. See it today, absolutely free.
The most trusted document management software
The leading Document Management System (DMS), eFileCabinet lets you organize and execute on data effortlessly—all from one dashboard. See how other people are using workflow automation for document approvals, sharing, and organizing, and data visualization to track their progress in real-time. With effortless integration, eFileCabinet lets you hit the ground running so you never miss out on revenue.