WHAT OUR CUSTOMERS ARE SAYING
No Matter the Industry, We Deliver
Accounting
PAIN POINT
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.
SOLUTION
Secure sharing portal and templates
HR
PAIN POINT
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.
SOLUTION
Workflows and Zonal OCR
Legal
PAIN POINT
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.
SOLUTION
Full-text searching and mobile accessibility
Insurance
PAIN POINT
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.
SOLUTION
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
- Portfolios
Enhanced security
Faster searching
Simple file requests
Advanced version control
Branded customization
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.