Real results: customer success in numbers

Total savings

Annual savings

Dollars saved by Lori Wurzel

Dollars saved by Carlene Patterson

Dollars saved by Gloria Hill

Dollars saved by Jonathan Felt

Reduced costs

  • David E. Soto reduced printer costs by 43% 43%
  • David E. Soto reduced office supply costs by 35% 35%
  • Alexis Benne kept administrative costs below 12% 12%

“Time during tax season is a very expensive time. You can make more money, but you can’t make more time. 10 or 15 minutes per return may not sound like much, but during tax season that is pure gold. If you figure about 800 returns, that amounts to 200 hours. Or 5 more weeks! The savings on 800 returns including paper, toner, printer wear, and labor would have to exceed $5,000.”

James T. Scherer
CPA

Storage space

Filing cabinets ditched

  • Alexis Benne removed 60 four-drawer filing cabinets from her office
  • Patrick Ballard eliminated 17 filing cabinets from his office
  • Chris Beebe removed 12 five-drawer filing cabinets from his hospital
  • Carlene Patterson removed 5 filing cabinets from her office

More space

%

Deanna Hancock saves 60% more space in her office

Corey Kendall reclaimed 700 sq. ft.

Mike Broome removed 200 ft. of storage

Larry Boyd saves 10K annually in freed up space

“If you imagine those big filing cabinets—probably about 4 feet wide, 6 feet tall, big, long drawers in them…imagine having about 10 of those in your office, and now they’re all gone.”

Chris Beebe
Raleigh General Hospital

Labor reduction

20 steps removed from Deanna Hancock's workflow

Jonathan felt saved 80 hours of paid labor per week

%

Deanna Hancock regained 20% more in billing

Ryan Utect spends under 20 minutes per week finding and filing

“By not having to spend time accessing 30 or so files daily by hand, it is going to save me around $5,000 dollars in labor every year.”

Ed Mullis
Allstate Agencies

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Featured case studies

Testimonials

Besides saving on printer costs (paper, toner, and upkeep), we soon realized a time savings by having all historical documents at our fingertips, electronically. No more running to the file room to sort through paper files to find what we need. No more sending piles of paper through a fax machine to furnish an extra copy of a tax return to a client on hold until, after calling them back afterwards, we have time to locate their information in the file room in a metal filing cabinet.

Kevin Gable

Gable Tax Service

Full Story

We had a file room full of file cabinets that were full of paper, paper, and more paper. We never seemed to have enough file cabinet space. Every few years we would be faced with disposing of enough old paper files to accommodate the new paperwork we were producing. We wore out many paper shredders. We started to hear from other accountants about paperless document storage, and eFileCabinet was often mentioned in the same breath. In 2008, we made the switch to paperless filing with eFileCabinet. We have never looked back. We do not keep any paper in our files. Everything is now stored electronically in eFileCabinet. Many documents, such as the accountant's copy of the tax return, can be generated electronically and stored directly into eFileCabinet. Paperwork that clients bring in is scanned into efileCabinet and the originals returned to the client. Besides saving on printer costs (paper, toner, and upkeep), we soon realized a time savings by having all historical documents at our fingertips, electronically. No more running to the file room to sort through paper files to find what we need. No more sending piles of paper through a fax machine to furnish an extra copy of a tax return to a client on hold until, after calling them back afterwards, we have time to locate their information in the file room in a metal filing cabinet. In fact, we disposed of nearly all of the metal filing cabinets and enjoy new-found spaciousness in our office. Investing in eFileCabinet was one of the best strategic moves our busienss ever made. It was money very well spent! —Kevin Gable, EA

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Accounting
28 Years in Business
Perrysivlle, Ohio

Not only was space a concern, but document retrieval was also. As the Program Manager, I’ve seen a large decrease in the amount of time it takes to store and retrieve required documents since using eFileCabinet. I would guess I save an hour or more during the day by not having to visit the file room and manually search for documents. The time HR spends to conduct employment verifications are cut in half, allowing the department to focus on more pressing issues.

Darrell Mooney

Reliance Aerotech Services, Inc

Full Story

Basically, we were running out of storage space. As a provider of temporary labor we had acquired an enormous amount of employee and customer documents in 16 years of doing business. Not only was space a concern, but document retrieval was also. As the Program Manager I've seen a large decrease in the amount of time it takes to store and retrieve required documents since using eFileCabinet. I would guess I save an hour or more during the day by not having to visit the file room and manually search for documents. The time HR spends to conduct employment verifications are cut in half, allowing the department to focus on more pressing issues. The integration into MS Office is awesome. I love the ability to send a document directly to eFileCabinet from whatever program I'm working in. Everyone in the office likes the fact that the program works just like a file cabinet, simple and intuitive. The learning curve was really short and everyone using eFileCabinet was up and running really quick. —Darrell Mooney

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Services
16 Years in Business
Nashville, Tennessee

Having a document management system is a great way to keep personnel files, payroll data, OSHA 300, I-9’s and anything else you can possibility think of to scan. It is so nice to have a personnel file at your fingertips at your desk. It is easy to email information to managers or legal inquiries.

Sherry Lightfield

Gulfeagle Supply

Full Story

Having a document management system is a great way to keep personnel files, payroll data, OSHA 300, I-9's and anything else you can possibility think of to scan. It is so nice to have a personnel file at your fingertips at your desk. It is easy to email information to managers or legal inquiries. We don't have to have multiple file cabinets to store files. We save money by not having to purchase more cabinets and having a place to put the cabinets. There are fewer misfiled documents. Multiple people can look at the same file if necessary. There is not a year-end purge to store terminated employee files away in some warehouse. Files are secured. —Sherry Lightfield

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Distribution
40+ Years in Business
Tampa, Florida

With eFileCabinet, my office is better organized. I am still in the process of cleaning up the piles and clearing out file cabinets of papers that are being scanned and organized into eFileCabinet, but the difference is already awesome. I have found that I am saving an average of about 5 hours per week in time I was spending searching for documents.

Dennis Bounds

CPA

Full Story

I hate paper! It piles up and it is completely in the way. I wanted to rid myself of paper to the greatest extent possible while greatly enhancing my ability to find data and information in a short time and in a well-organized way. With eFileCabinet, my office is better organized. I am still in the process of cleaning up the piles and clearing out file cabinets of papers that are being scanned and organized into eFileCabinet, but the difference is already awesome. I have found that I am saving an average of about 5 hours per week in time I was spending searching for documents. More importantly, when I save that time, my clients are happy because they get their answers more quickly and my credibility is greatly improved because the clients feel more secure when I can give quick answers and reproduce documents quickly. I expect this will become more significant as I get more of my data digitized. Saving 5 hours per week may not seem lik a lot, but it equates to over $45,000 per year of billable hours! —Dennis Bounds, CPA PC

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Accounting
14 Years in Business
Spring, Texas

The most fantastic part of eFileCabinet so far is getting rid of all the hard copies of documents and thus clearing out tons of stuff that has taken up so much physical space! Secondly, since eFileCabinet is already in compliance with federal and state guidelines for storing protected information, I did not have to create our own separate procedures for this. The documentation that eFileCabinet provides in terms of compliance was greatly helpful!

Therese Lentz

Healthstrides, Inc.

Full Story

Due to all the laws and regulations regarding "protected information," we were being overrun with paperwork and physical storage space was becoming a real issue. Also, new laws require a more secure and paperless method of keeping PI documents so we needed to look for options that meet requirements of industry. Being a small business, our resources are much more limited than the larger healthcare providers and many of the options were too far out of our price range to be viable. Our IT consultant recommended eFileCabinet and worked to make sure that it could be adapted for our industry. The most fantastic part of eFileCabinet so far is getting rid of all the hard copies of documents and thus clearing out tons of stuff that has taken up so much physical space! Secondly, since eFileCabinet is already in compliance with federal and state guidelines for storing protected information, I did not have to create our own separate procedures for this. The documentation that eFileCabinet provides in terms of compliance was greatly helpful! We are now able to scan our documents into the system in a very timely manner and provide customers with a much more efficient turn-around time for the data summary. We have probably scanned in more than 10,000 pages so you can imagine the physical space all those docs were taking up! I think the biggest economic impact for us will be in maintaining current customers and attracting new customers because we are in total compliance with all new laws and regulations. —Therese Lentz

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Healthcare
17+ Years in Business
Westerville, Ohio

The speed of eFileCabinet is much better than Lacerte’s DMS. My next phase in the conversion to eFileCabinet is to learn the secure portal and develop templates for all my existing drawers.

Norris C. Harstad

Benchmark, Aspen and Associates, Ltd.

Full Story

I was prompted to switch from the Lacerte's DMS. They support an alternative but they had to rewrite the software to accommodate the Lacerte market. In addition, the conversion of the old data was not scheduled until December. I needed to make a decision in time to learn the software. In addition, the Lacerte alternative was only available for cloud storage. I prefer storage on my local server. I might eventually go to the cloud once I am assured that the data cannot be compromised. The speed of eFileCabinet is much better than Lacerte's DMS. My next phase in the conversion to eFileCabinet is to learn the secure portal and develop templates for all my existing drawers. —Norris C. Harstad, CPA

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Accounting
30+ Years in Business
Small Firm
Grayslake, Illinois

The benefits way outweighed the cost of the product. One benefit is that now our staff can access accounts payable and utility billing customer information from the office or from out in the field, and they don’t have to take up finance or front office staff time looking for information. Staff can print copies of information without worrying about misfiling when it is put away or losing the information. In addition, our filing time has decreased as we are now scanning documents and not filing the hard copies.

Christine Morris

Roseburg Urban Sanitary Authority

Full Story

We started storing electronic information on our finance software and realized this was just a fraction of the information we needed to store for our individual customers. Since all of our staff didn't have access to the finance software, we wanted a way that all staff could retrieve customer information (whether it was billing, permits, maps, or other) from either the office environment or out in the field. The main reason we went with eFileCabinet was because it was inexpensive and when we started this process we were not sure really of how we were going to implement the process. Cost was a big factor as we have a board-approved budget. The low cost made it easier for us to just 'do it' as it was of no significant impact to our budget and required little justification for the cost. The benefits way outweighed the cost of the product. One benefit is that now our staff can access accounts payable and utility billing customer information from the office or from out in the field, and they don't have to take up finance or front office staff time looking for information. Staff can print copies of information without worrying of misfiling when it is put away or losing the information. In addition, our filing time has decreased as we are now scanning documents and not filing the hard copies. We are unsure at this point if we are saving on labor at this time as we have hired a part-time person to help us catch up on scanning historical information to customer files. I imagine we have saved money on copying fees and paper as we are not generating as much paper copies. We have not been able to substantiate any costs, but the accessibility and the benefits of more accurate record retention make it worth it for us. —Christine Morris

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Municipal Services
31 Years in Business
Roseburg, Oregon

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!

Penny Nevarez

Emerge Financial Group

Full Story

I would like to let you know that eFileCabinet has made my work a lot easier! I enjoy the easines of it, and the professional organizational way it looks. I am pretty new to the business of accounting and tax preparation, coming from 30 years of banking I was very adamant of noting everything and being organized. When I first came on board we were using Drake. Because it's hard to make a change, Drake just wasn't what this company needed. 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 aproximately 24 feet of space. eFileCabinet has made my life easier and that makes me happy! —Penny Nevarez,

Accounting Assistant
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Accounting
Suisun City, California

We had a document management system that was no longer continuing their services; we were fortunate to have found eFileCabinet. We have seen many benefits since switching to eFileCabinet. The ease of use has been better than our previous software.

Melvin B. Friedberg

PA

We originally looked into obtaining a document management system in order to go as paperless as possible. We have been delighted with eFileCabinet. Since its implementation, we have drastically reduced our storage bills since we can now scan and destroy the files. It has also given us the ability to email secured files to our clients, which our clients are very happy with.

Mary P. Gannet

LaMarco, Baron, Orbuch & Co LLP

We no longer have to file massive amounts of paper, search for that one file within many, or make copies so that we can provide them to our clients. Now with eFileCabinet, we simply search, attach, and send! We save time, money, and the ever-annoying paper cuts!

Jane Skinner

Johnson & Semken, CPA’s PC

Full Story

As technology progressed we found that it would save us time and money to have a paperless office, and with eFileCabinet—we found the perfect tool! We no longer have to file massive amounts of paper, search for that one file within many, or make copies so that we can provide them to our clients. Now with eFileCabinet we simply search, attach, and send! We save time, money and the ever annoying paper cuts! Our customers know that we have their documents easily accessible and they rely on our file cabinet more than they do their own. We estimate that our paperless office has saved us the equivalent of a part-time employee—we have been very happy with eFileCabinet for the past 10+ years! —Jane Skinner

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Accounting
20+ Years in Business
Sandy, Utah

We have saved at least $500 per month for separate rental facilities for storing all the hard copies of 7 years of documents for our clients. Also, we are saving at least 2-3 hours per person per day (in tax season) to paper file our tax returns. We also save money in printing copies for clients, which means saving money on paper.

Priti Shah

Desai & Shah, PC, CPAs

Full Story

Our owner went to a seminar in 2004 and we really liked the document management system eFileCabinet offered. We were one of the first users and we are very happy with eFileCabinet. We are saving time and money by scanning the documents. Over the years, it is hard to tell the hours and money saved per week. However, we have saved at least $500 per month for separate rental facilities for storing all the hard copies of 7 years of documents for our clients. Also, we are saving at least 2-3 hours per person per day (in tax season) to paper file our tax returns. We also save money in printing copies for clients, which means saving money on paper. We now email only soft copies to clients. —Priti R. Shah

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Financial/Accounting
34 Years in Business
10 Person Firm
Germantown, MD

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.

Michael Hanrahan

CPA, CFP, CFE, MCBA

Full Story

I was told the Windows file folder method, which I was using, would collapse after a certain point, so I started looking for a DMS. 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

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Financial/Accounting
20+ Years in Business
Sole Practitioner
Anchorage, Alaska

A few of the benefits of eFileCabinet that our office has experienced include: 1) Easy file retrieval, 2) a lot less paper, 3) the ability to view previous years’ information without looking for paper files, and 4) security.

Terry Rabe

CPA

Full Story

We were prompted to look for a document management system to improve our overall efficiency and the need to become a paperless office. A few of the benefits of eFileCabinet that our office has experienced include: 1) Easy file retrieval, 2) A lot less paper, 3) The ability to view previous years' information without looking for paper files, and 4) Security. —Terry M. Rabe, CPA

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Accounting
27 Years in Business
Dodge City, Kansas

Prior to eFileCabinet, we would receive 20-30 emails a week from reps trying to track down information. Now we receive maybe 2-3 a month! Huge savings in labor and time.

Angela Krejchik

Consolidated Sales Network

Full Story

We have 16 different members who need various information at all times. We use eFileCabinet so everyone can log into 1 central location to find what they need, no matter where they are. Love the apps for phones! Our admin staff is not hassled for information all the time. Everyone knows where the most up-to-date information is so they look in eFileCabinet first to find what they're looking for. Also the ease to grant permissions is great! We have experienced both an increase in productivity and we save money in labor and supplies. Our customers are happy with our speed of response and security. Prior to eFileCabinet we would receive 20-30 emails a week from reps trying to track down information. Now we receive maybe 2-3 a month! Huge savings in labor and time. —Angela Krejchik

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Services
14 years in Business
16 person firm
Roseville, Minnesota

Before I started using eFileCabinet, I had three physical file cabinets and the paperwork was continuing to build. In any given week, I would spend at least an hour a day searching for old files and filing new information. Since implementing eFileCabinet in January of 2014, I now spend under 20 minutes a week finding and filing the appropriate items electronically. Better yet is the mobile application that allows me to talk with a client on the road, find the information they need on my iPhone through the eFileCabinet App, and get them an answer in minutes instead of usually the next day.

Ryan M. Utecht

New York Life Insurance Company

Full Story

Before I started using eFileCabinet, I had three physical file cabinets and that was continuing to building. In any given week, I would spend at least an hour searching for old files and filing new information. Since implementing eFileCabinet in January of 2014, I spend under 20 minutes a week finding and filing the appropriate items electronically. Better yet is the mobile application that allows me to talk with a clients on the road, find the information they need on my iPhone through the eFileCabinet app, and get them an answer in minutes instead of usually the next day. I am in the process of hiring a staff person who will take all service requests off of my shoulders. I want to pay my staff for tasks that increase my production, and eFileCabinet will ensure that she is spending minutes, not hours finding and filing client information.

eFileCabinet is user friendly. I did not need a tutorial to begin putting my clients information into it. I downloaded the application on my desktop and began using it the same day. Within a week, I loaded the mobile app on my iPhone and was accessing client data immediately. If there are agents out there who are frustrated with the filing requirements in the financial services business, I highly recommend eFileCabinet. You'll spend minutes tracking down client information, not hours.

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Accounting
NYLife agent
5 Years in Business
2 Person Firm
Mahtomedi, Minnesota

We originally looked for document management due to the large amount of documents we had a desire to have organized in a way that was easy to navigate. We have been able to search and find documents much more quickly than before, and we have seen a significant increase in productivity as well as saved a fair amount on paper and employee wages.

Shawn K. Yates

Marketing Assistant, Maxam

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.

Anneta Chapman

Virden, Chapman & Virden, PLLC

Full Story

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 who 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 Chapman

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Accounting
7 Person Firm
45 Years in Business
Arlington, Texas

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!

Christine Sampson

R & S Tax Solutions

Full Story

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! —Christine Sampson

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Accounting
Bookkeeping, Tax Returns, etc.
3 Years in Business
Abington, Massachusetts

We began looking into a document management system to address space limitations, to increase efficiency and effectiveness of searches, and for preservation of the older documents in the office. eFileCabinet was the best choice for us because it provided a full enterprise DMS scaled down to meet the relatively simple needs of a small non-profit without sacrificing features.

Chelsea Robertson

Labor Union

Full Story

Our office is fairly small and the paperwork generated over 40 years is considerable. Although there is a comprehensive filing system in the office, it became increasingly difficult to locate both specific documents and materials on a general subject. We began looking into a document management system to address space limitations, to increase efficiency and effectiveness of searches, and for preservation of the older documents in the office. eFileCabinet was the best choice for us because it provided a full enterprise DMS scaled down to meet the relatively simple needs of a small non-profit without sacrificing features. We only have one user at a time and we wanted to be able to self-host. The small business option fit our needs perfectly and with the exception of a few minor glitches, the system has been working great for us. —Chelsea Robertson

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Union
Represents 550 Employees of Congressional Research Service division of the Library of Congress
40 Years in Business
Woodbridge, Virginia

We looked for a DMS to cut down on paper usage. We also knew that was where the accounting, tax and financial planning industry was headed. With eFileCabinet, I have been able to transfer the files from ArkWorks fairly easily, and I can store my financial planning documents securely (according to SEC/FINRA regulations).

William E. Jones

MSBA, EA, CPA, PFS

Time during tax season is very expensive time. You can make more money, but you can’t make more time. Ten or fifteen minutes a return may not sound like much, but during tax season that is pure gold. If you figure about 800 returns, that amounts to 200 hours. Or five more weeks! The savings on 800 returns including paper, toner, printer wear, and labor would have to exceed $5,000.

James T. Scherer

CPA

Full Story

In 2010 I attended a seminar in Las Vegas, Nevada, and met the founder of eFileCabinet. I knew then that our method of storing files in boxes was inefficient and costing more money than a computerized system. We already had, on our third floor, 22 years of client files. I knew that there had to be a better way. We have since gone paperless, or as close as is possible. When a client calls, we can access their information in an instant. No more asking someone to locate a file. We don't need more space to store files that may never be referred to again. No need to print out a copy when we have a digital copy. We have saved time and supplies by not printing our copy. We no longer wear out a printer each tax season. The paper and toner companies are no longer backing up a semi to the office. Without a document management system none of this would be feasible or possible. Time during tax season is very expensive time. You can make more money, but you can't make more time. 10 or 15 minutes per return may not sound like much, but during tax season that is pure gold. If you figure about 800 returns, that amounts to 200 hours. Or 5 more weeks! The savings on 800 returns including paper, toner, printer wear, and labor would have to exceed $5,000. —James T. Scherer, CPA

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Accounting
35+ Years in Business
Hiawatha, Kansas

Our office was rapidly growing and we were looking for more efficient ways to run our office without all the paper laying around. With one click we have all our clients’ information in one area without having to search through several years of files and paperwork.

Becky Ryman

Scheibe Accounting, LLP

Full Story

Our office was rapidly growing and we were looking for more efficient ways to run our office without all the paper laying around. With one click we have all our clients' information in one area without having to search through several years of files and paperwork. Benefits include having clients' information handy at every computer with one click. We have been able to set up portals for all our clients to access their information at any time without having to make several copies. We have several older clients who do not have access to the internet as much so that has been our most difficult transition for our clients. Our clients that do access the computer daily have been very happy with the upgraded services we provide. —Becky Ryman

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Accounting
Known for payroll services and tax return preparation
30+ Years in Business
Huron, South Dakota

We researched approximately 10 programs and determined that eFileCabinet met our needs. eFileCabinet is easy to use, thus making the staff more productive and giving greater efficiency in preparing returns, replying to client questions, and in the review process. The scan features are great and save us time when saving info to a client’s file.

Kim A. Conklin

CFE, Wendroff CPA

Full Story

We were in the market for a new DMS after Intuit announced they would no longer support their DMS system. We researched approximately 10 programs and determined that eFileCabinet met our needs. eFileCabinet is easy to use, thus making the staff more productive and giving greater efficiency in preparing returns, replying to client questions, and in the review process. The scan features are great and save us time when saving info to a client's file. The ease of use, lack of frustration, and clear format have definitely improved our morale (lol) and is a great help on any task we undertake. —Kim A. Conklin, CFE, Senior Manager

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Accounting
Full-Service CPA
20-Person Firm
Arlington, Virginia

We save money in labor and supplies as there is no longer a need for so many file folders, file cabinets, file storage, etc. We have saved at least 5-10 hours per week and at least $20,000 per year with eFileCabinet.

Janice Villaflor

IBEW 1269

Full Story

We started using eFileCabinet to reduce the amount of paper stored in our office. One of the biggest benefits of the program is less paper clutter. We have definitely experienced an increase in productivity, as documents can be stored and then shredded if not necessary to keep on site. We save money in labor and supplies as there is no longer a need for so many file folders, file cabinets, file storage, etc. We have saved at least 5-10 hours per week and at least $20,000 per year with eFileCabinet. —Janice Villaflor

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Union
Known for Bargaining Contracts
50 Years in Business
San Francisco, California

We were growing at such a rapid pace that things were getting lost and misplaced. We couldn’t afford to lose client data or get it mixed up with other clients’ files. Hence we needed help, and building our own custom software was out of the question. eFileCabinet has been a godsend. Our CEO swears by it.

Sameer Sharma

CFO, S. Sharma Tax, Inc.

Full Story

We were growing at such a rapid pace that things were getting lost and misplaced. We couldn't afford to lose client data or get it mixed up with other clients' files. Hence we needed help and building our own custom software was out of the question. eFileCabinet has been a godsend. Our CEO swears by it. It would be extremely frustrating when a client would be in our office and we wouldn't be able to find their file (not to mention embarrassing when we would come back empty-handed). We used to have 1-2 seasonal office admins that would literally spend summers organizing and alphabetizing all of our client files. I think we saved at least 3-4 hours/week in searching and organizing files. I feel overall we have saved money on trips to Staples for more files and expensive file cabinets, roughly about $500-700 annually. —Sameer Sharma, CFO

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Accounting
20+ Years in Service
Wittier, California

We definitely needed a Document Management System. The problem was that most of them were cost prohibitive. Then I met James Blaylock at a CSEA Super Seminar and he had what I had been dreaming about with eFileCabinet. eFC has helped tremendously.

Stephen A. Nathanson

E.A.

Full Story

We definitely needed a Document Management System. The problem was that most of them were cost prohibitive. Then I met James Blaylock at a CSEA Super Seminar and he had what I had been dreaming about with eFileCabinet. eFC has helped tremendously. Since I got the new Fujitsu fi-7160, after upgrading to Windows 7, the system screams. My employees mostly are using scan snap. I have turned on several clients and colleagues to eFileCabinet. My tax software, Drake, offers a document management system for free with the tax software. I prefer eFileCabinet because you still use the twain driver and this is much better than any alternative. —Stephen A. Nathanson, E.A.

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Accounting
Third Generation Firm
60 Years in Business
San Antonio, Texas

We have just transitioned to eFileCabinet, but once everything is up and running correctly, we anticipate to cut at least $1,000/year in paper cost alone. Also, we have a position that we fill during the busy time, for a person to come in and make copies. That position requires 8 hours/week. With a fully functional DMS system, we will no longer need to fill that position!

Charlene Cesena

L.F. Hodge & Associates, Inc.

Full Story

We use Lacerte as our method of tax return preparation. The DMS that comes with their software will be discontinued with the 2014 tax year upgrade, so we were forced into finding an alternative. I tried Smart Vault and wasn't too impressed. Then I received a sales call from Annemarie at eFileCabinet. The rest is history. We have just transitioned to eFileCabinet, but once everything is up and running correctly, we anticipate to cut at least $1,000/year in paper cost alone. Also, we have a position that we fill during the busy time, for a person to come in and make copies. That position requires 8 hours/week. With a fully functional DMS system, we will no longer need to fill that position! —Charlene Cesena

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Accounting
10 Person Firm
10+ Years in Business
San Diego, California

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

Without eFileCabinet, I would not have been able to prepare, store, and file 300 returns. My productivity has increased at least 20% since the introduction of eFileCabinet to my office. I am very happy with eFileCabinet and would not continue in practice without having this software.

Dale W. Ogden

CPA, Ogden & Showalter PLLC

Full Story

We were looking for a document management system in order to reduce storage cost, retention of documents, and retrieval of filed documents. Since using eFileCabinet, we have seen a reduction in filing time and cost. From 2002 to 2010 I was a sole practitioner. I had to either file the documents myself or hire additional staff to file and retrieve documents. Upon securing eFileCabinet I saved the cost of a file clerk, about $400 per month. I eliminated storage cost of $50 per month that I had been paying to store 5 years of prior tax returns. I eliminated the cost of copying all the client documents prior to returning those documents to the client with the finished return. Even with the time spent in scanning client documents (I scan 100% of all clients' documents) during tax season I saved 1 or 2 hours a day. As a sole practitioner who prepares about 300 returns a year, the single best benefit is being able to retrieve the file without getting up from my desk and looking all over the place to find a file. When a client calls with a question about a return I can access the return immediately, discuss the return with the client, and return to my work with minimal interruption. Without eFileCabinet I would not have been able to prepare, store, and file 300 returns. My productivity has increased at least 20% since the introduction of eFileCabinet to my office. I am very happy with eFileCabinet and would not continue in practice without having this software. —Dale W. Ogden, CPA

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Accounting
3-Person Firm
35 Years in Business
Tulsa, Oklahoma

Lacerte’s DMS was unable to do document retrieval based on keyword searches for documents in storage. Due to its architecture, we had difficulty doing daily backups as well. Using eFileCabinet has eliminated the issues we were encountering with Lacerte. eFileCabinet’s product works well.

Roger Hansen

Director, Comprehensive Financial Management

Full Story

Previously, we used Lacerte DMS. Lacerte's performance slowed down noticeably as the tax season progressed due to high volume of investment tax documents. Lacerte's DMS was unable to do document retrieval based on keyword searches for documents in storage. Due to its architecture, we had difficulty doing daily backups as well. Using eFileCabinet has eliminated the issues we were encountering with Lacerte. eFileCabinet's product works well. —Roger Hansen, Director, Tax & Accounting Services

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Financial Planning
Independent, Multi-Family Office
30 Years in Business
Los Gatos, California

The number one benefit of eFileCabinet is quick access and search for the document that you need. With the decrease in the amount of time it takes to find a document, it allows for greater productivity throughout the day.

Colby Community College

Full Story

The number one benefit of eFileCabinet is quick access and search for the document that you need. With the decrease in the amount of time it takes to find a document, it allows for greater productivity throughout the day. Paper and toner costs have decreased since we transitioned to eFC, and we are trying to get all departments to go paperless. With students and parents calling, speed and accuracy in getting them the information they are inquiring about is key. It keeps everyone calmer and more relaxed. I believe the savings we've experienced in the budget have been substantial. —Colby Community College

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Education
50 Years in Business
Community College
Colby, Kansas

When we first looked at eFileCabinet, over 10 years ago, we were looking to transition to a paperless office. eFC seemed to be a great fit for our office.

Compu-Tek Financial Services, Inc.

It typically costs me about $10 to mail a tax package with tracking. At least half of our out-of-town clients allow us to do it all electronically, which is about $250 in savings. Every year more clients agree to this.

Compu-Tek Financial Services, Inc.

CPA, EA

Full Story

We either had to find a document management system or get a warehouse! I saw eFileCabinet demonstrated a few times at trade shows. I liked the product and the support. Besides freeing up office space—we've disposed of dozens of filing cabinets and still have another dozen to go—is finding a document quickly. It makes it easy to send documents to a client without pulling a file apart, photocopying, etc. We've been using eFC for about 10 years and I know it has made our tax seasons much smoother. I'm sure I save lots in postage, as we can easily email so many things now. As more and more clients are growing accustomed to transferring data electronically, coupling eFileCAbinet with SecureDrawer saves us lots of time and money. We used to ship tax returns to all our out-of-area clients (probably about 50 or so). It typically costs me about $10 to mail a tax package with tracking. At least half of our out-of-town clients allow us to do it all electronically, which is about $250 in savings. Every year more clients agree to this. I also perform accounting services for about 40 out-of-area clients on a quarterly basis, so sending their info back and forth saves us at least $150 in postage per year, but I know it's saving my clients even more—thousands of dollars—as they used to ship me a large package every quarter. Now they send it all electronically, we save it in eFileCabinet, complete their work, and email them the finished product in PDF format. I also want to point out how I've used the system personally. I managed my parents' affairs during the last 6 years of their life. They lived 3 hours away from me. It was extremely helpful that I could be at their home, remote into my computer, and access the stored financial and medical data. I was also able to access my office files to review my staff's work, so there wouldn't be any work stoppage when I was out of town. —Claudia Stanley, CPA, EA

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Accounting
23 Years in Business
eFileCabinet and SecureDrawer
Fresno, California

The benefits of going paperless with eFileCabinet are numerous. We gained space in the office, we cut down on the labor for having to refile folders, and we cut down on the expense of printing an extra set of everything to keep in our file drawers.

Heidi Motroni

Southward & Associates

Full Story

Originally, we decided on a document management system because we are a small office that does a large volume of business. Our filing cabinets were taking up too much space. We knew we would need the information at our fingertips but had no option to enlarge our space. Going paperless was definitely the way to go. The benefits of going paperless with eFileCabinet are numerous. We gained space in the office, we cut down on the labor for having to refile folders, and we cut down on the expense of printing an extra set of everything to keep in our file drawers. I know that over time we have been able to streamline our scanning procedures and our labor costs have decreased. We have also saved money on printing, folders, etc. eFileCabinet has more than paid for itself. It also makes it easier to have the past information at our fingertips on the computer when we are speaking to a client instead of having to get up and go out of our office to pull a file. That alone makes us more produtive with our time! —Heidi Motroni, Southward & Associates

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Accounting
6+ Employees
30+ Years in Business
San Carlos, California

Our personnel files were overflowing, and we needed more and more space to maintain personnel records. With eFileCabinet, all of the personnel files are at the fingertips of each HR staff that needs to have access to them. We’ve seen an increase in productivity because I no longer need to request files pulled and refiled, and I can look up any employee file in seconds.

Stephanie McQuillan

Human Resources Manager, City of Show Low

Full Story

Our personnel files were overflowing, and we needed more and more space to maintain personnel records. With eFileCabinet, all of the personnel files are at the fingertips of each HR staff that needs to have access to them. We've seen an increase in productivity because I no longer need to request files pulled and refiled, and I can look up any employee file in seconds. It is very nice for our emplyees when they need to look at their original application or are looking for the performance reviews, as we can shoot it to them in seconds via email. I save a lot of money by being able to send file documents by email isntead of having to copy and mail them to the employee or supervisor. —Stephanie McQuillan, Human Resources Manager, City of Show Low

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Government
61 Years in Business
Show Low, Arizona

eFC has allowed me to be more responsive to my clients’ needs…. From printer ink to paper, mailing folders to postage (not counting the time spent in getting things to the mail), we’ve saved approximately $1,450/month during tax season.

Jyacinthia Roberts

Shooting Stars Business Management

Full Story

I was looking to convert to a paperless office and found eFileCabinet. eFC has allowed me to be more response to my clients' needs. They are always impressed by how fast the turnaround time is for requested documents. When they visit the office, they are amazed that there are no file cabinets. From printer ink to paper, mailing folders to postage (not counting the time spent in getting things to the mail), we've saved approximately $1450/month during tax season. —Jyacinthia Roberts, Shooting Stars Business Management

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Financial/Accounting
2-Person Firm
17 Years in Business
Staten Island, New York

eFileCabinet has been beneficial and allowed us to be more productive while expending less time on tasks. It definitely cuts down the aggravation of searching through extensive paper documents to find a single page.

Stacy Mahar

Paralegal, J.E. Sutton & Associates

Full Story

We decided to look into a document management system to bring our firm into the future. Document storage has always been very space-intensive, and using a document management system would enable us to go digital and reduce our storage needs, as well as decrease the time spent searching for older documents. eFileCabinet has been beneficial and allowed us to be more productive while expending less time on tasks. It definitely cuts down the aggravation of searching through extensive paper documents to find a single page. Additionally, we have been able to decrease paper costs by storing certain documents electronically rather than in hard copy form. —Stacy Mahar, Paralegal, J.E. Sutton & Associates

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Legal
1 Lawyer + Staff
35+ Years in Business
Boise, Idaho

We were able to move electronic records on our computer drives into eFC and organize them in a folder alphabetized by employee name. This saves time by creating only one place to go for all items relating to an employee. We’ve seen about a half hour of time saved in paper filing each week. We are happy with eFileCabinet.

Ocean City Home Bank

Full Story

Earlier this year, we moved our Human Resources department and we wanted a way to store and share documents more efficiently. Our department was split between two locations, so now, with eFileCAbinet, our entire department has access to the department files. Those FireKings were too heavy and bulky to move, too! Some of the benefits include the ability to store and share documents between multiple locations. The ease of taking Word, Outlook, and Excel documents into eFC is another great benefit. We were able to move electronic records on our computer drives into eFC and organize them in a folder alphabetized by employee name. This saves time by creating only one place to go for all items relating to an employee. We've seen about a half hour of time saved in paper filing each week. We are happy with eFileCabinet. —Ocean City Home Bank

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Banking/Credit Union
Publicly-Held Community Bank
127 Years in Business
Linwood, New Jersey

We definitely experienced an increase in productivity upon switching to eFileCabinet. Instead of leaving workstations and digging in the files, our staff can just open eFileCabinet for whatever files they need. eFileCabinet’s search feature is a breeze, which really helps a lot.

Carol Catapang

Office manager, Donald L. Moore & Company, CPA

Full Story

Donald L. Moore & Company, CPA, was founded in 1987. Our team brings many years of experience in tax, estates and trusts, accounting, and business consulting to our clients. We wanted to increase our productivity by being more organized. We hoped to get rid of our filing cabinets. Also, we wanted to help save trees! We definitely experienced an increase in productivity upon switching to eFileCabinet. Instead of leaving workstations and digging in the files, our staff can just open eFileCabinet for whatever files they need. eFileCabinet's search feature is a breeze, which really helps a lot. As for the money we've saved, we have reduced our orders for both paper and ink toners since signing up for eFileCabinet. —Carol Catapang, Office Manager, Donald L. Moore & Company, CPA

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Financial/Accounting
4-Person Firm
27 Years in Business
Studio City, California

We were looking for an easier way to have a paperless office. With eFileCabinet, we have had easier access to an online cabinet. Productivity has increased and we save money in supplies and labor.

Steve R. Madsen

CPA, Madsen and Company

We have definitely seen an increase in productivity; it is much faster now to put information into the correct location. We have probably saved approximately 5 hours a week so far.

Angelo Gallo

CPA, P.A.

Full Story

We are a CPA firm that has been in business for over 30 years. We chose eFileCabinet when we found out we were losing Lacerte DMA. We have definitely seen an increase in productivity; it is much faster now to put information into the correct location. We have probably saved approximately 5 hours a week so far. —Angelo Gallo CPA, P.A.

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Accounting
1-Person Firm
30+ Years in Business
Hawthorne, New Jersey

A benefit to using eFileCabinet software is the security and safety of our clients’ information. We definitely save money in mailings and paperwork, because instead of mailing items out, they can access it digitally.

Sheena Wilson

Craun, Freeman Tax & Wealth Management

Full Story

A benefit to using eFileCabinet software is the security and safety of our clients' information. We definitely save money in mailings and paperwork, because instead of mailing items out, they can access it digitally. We save approximately 3 hours a week by not mailing out, organizing, filing away, etc., paperwork. I am not sure exactly how much we save a year, but we definitely save a ton! —Sheena Wilson

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Financial
10+ Years in Business
Known for Tax and Wealth Management
Rochester, Michigan

Knowing that our data is in a safe environment and stored for easy access whenever we need it is important to us. We probably save 10k per year in labor costs because you keep track of all this info.

David M. Richardson

CPA

Full Story

Your company has enhanced our lives. Knowing that our data is in a safe environment and stored for easy access whenever we need it is important to us. We probably save 10k per year in labor costs because you keep track of all this info. We also use SecureDrawer and put tax returns there for our clients to extract. It saves us time not having to email them a tax return whenever they refinance their home. This saves maybe 20 hours per week for us to be able to go to the cabinet and pull out documents we need. No need for searching through paper files or going to offsite storage. Finra and SEC approve of your secure software. We need a secure document management service for our tax practice, with all the tax returns and backup documents to store. —David M. Richardson, CPA

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Financial/Accounting
Uses eFileCabinet and SecureDrawer
Woodland Hills, California

Since using eFileCabinet, we have seen an increase in productivity. It takes less time to scan and save documents than make copies and file them. We save money in labor and supplies.

Fred Freifeld

CPA

Full Story

We started looking for a DMS in order to get rid of making copies and having exploding file cabinets. Since using eFileCabinet, we have seen an increase in productivity. It takes less time to scan and save documents than make copies and file them. We save money in labor and supplies. Less time than copying and less paper. Our customers have been happy with our response speed and security of their documents. I am able to provide password-protected copies of tax returns and documents quickly and much quicker than with paper copies, faxes, mail, etc. —Fred Freifeld

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Accounting
CPA Firm
30+ Years in Business
Davie, Florida
Woodland Hills, California

We no longer have to box our files up at the end of every year, so it saves us time, space, and money. We only have to keep our files for so many years so it is nice you can put the retention date in the files and not have to continually keep up with when you can get rid of the documents.

United Mechanial, Inc.

Full Story

We moved to a new office a year ago. We had a lot of files, as we store every aspect of our accounting files such as A/P, A/R, HR, 401K, sales tax, etc. We had to move file cabinets and boxes and boxes of stored paperwork. We decided to look into going paperless. Our accountants had used eFileCabinet and recommended it to us. Since we purchased eFileCabinet we got rid of 12 big filing cabinets. We even had a file room specifically added to our new office space and have now been able to turn it into an employee's office because we scanned all the files and got rid of the huge filing cabinets we had. We no longer have to box our files up at the end of every year so it saves us time, space, and money. We only have to keep our files for so many years so it is nice you can put the retention date in the files and not have to continually keep up with when you can get rid of the documents. The documents that are stored are easily accessible, especially since before we were literally crawling around in attics looking for stuff we needed. The savings in our time, plus supplies and space to store actual paperwork, has been advantageous. We really love the program and have had a good response when calling customer service as well.
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Construction

26 Years in Business
Fort Myers, Florida
Woodland Hills, California

I was using another vendor and liked what we saw with eFC and the simplicity of use. The Mobile App is great!! And now we can access everything from one central area. It saves us at least 3-6 hours a week from going to get files out of a file cabinet.

Brad A. Bosh

Farm Bureau Financial Services Agent

Working with eFC has been a very positive experience. Benefits include saving money on filing supplies and file cabinets, and on shipping expenses for us and our clients. Our clients like that we’re ‘green’ and paperless. We have saved thousands of dollars not having to ship paper via snail mail or other carriers.

Rynni Henderson

Client Relations & Business Development Director, Henderson CPAs

Full Story

Because we have employees working remotely all over the country, and we service clients all over, we started looking for a document management company. We felt being paperless and having a SecureDrawer portal would give us a competitive edge. Working with eFC has been a very positive experience. Benefits include saving money on filing supplies and file cabinets, and on shipping expenses for us and our clients. Our clients like that we're "green" and paperless. We have saved thousands of dollars not having to ship paper via snail mail or other carriers. —Rynni Henderson, Client Relations & Business Development Director, Henderson CPAs

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Accounting
3 Years in Business
Specialize in Dental Industry
Portland, Oregon

We were looking for an easy way to be able to search, find documents, and store documents. eFC allowed us to accomplish this. Benefits range from cost savings in paper and toner products to the easy accessibility of files right at your desktop.

Kevin Wells

Nipisihkopahk Education Authority

Full Story

We are a First Nations School System with 6 schools and over 900 students. In addition, we run Post-Secondary programs for over 200 students. We were looking for an easy way to be able to search, find documents, and store documents. eFC allowed us to accomplish this. Benefits range from cost savings in paper and toner products to the easy accessibilty of files right at your desktop. The accessibility of files leads directly to increased productivity. —Kevin Wells, Nipisihkopahk Education Authority

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Education
Large, with multiple campuses
25 Years' Experience
Maskwacis, Alberta, Canada

We save money in labor costs and supplies because we no longer have staff duplicating data gathering, input, and management of data, along with printing costs. eFileCabinet saves us many hours of manual entry, which would typically cost us approximately $1,100 per month.

Anita Pielaet

IT Director, RNR RV Center

We save $$ on paper, boxes, and no longer have rented storage. Customers are VERY happy that we can mail encrypted documents at a moment’s notice.

Jay Vander Pol

Vander Pol & Zager, CPAs

Full Story

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 $$ 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 Pol, Vander Pol & Zager, CPAs

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Accounting Company
5 Person Firm
28 Years in business
Bellevue, Washington

I love the product, but most importantly I love the people. The entire process from purchase to implementation to continuing to learn has been easy and seamless.

Catherine Ozment

CPA PLLC

Full Story

Background

Catherine L. Ozment, CPA PLLC is an accounting boutique specializing in small to medium sized business services, individual income tax preparation, and IRS conflict resolution. Their mission is to unlock your potential so you can realize your dreams. They want to do this by providing you with friendly financial information to aid you in making decisions that serve your future.

Catherine L. Ozment, CPA PLLC is a new business and as a new business they knew that going paperless was the way they wanted to go to save time and money in the long run.

Solution

Catherine decided to purchase eFileCabinet for a variety of reasons. Ease of use and ease of accessibility for clients through a client portal were among them. SecureDrawer, our client portal software was especially appealing to Catherine. (SecureDrawer is a client portal service that allows you to safely and securely send files to your clients or within your organization.)

Catherine said that the implementation of eFileCabinet was done in less than a day. Since starting the use of eFileCabinet in her office, Catherine observed “increased productivity and increased peace of mind that I know where everything is!”

Summary

We asked Catherine to summarize her eFileCabinet experience so far and this is what she had to say, “I love the product, but most importantly I love the people. The entire process from purchase to implementation to continuing to learn has been easy and seamless.”

http://www.catherineozment.com

eFileCabinet has saved us time and money. We have lowered our cost on rent–which is a significant savings for us… Installation and deployment of the product were very easy and it continues to work for us to this day–there is little to no maintenance.

Brett Simpson

Backman Title Services

Full Story

Background

Brett Simpson is the Chief Financial Officer and Manager of Information Systems at Backman Title Services, a full-service title and insurance company located in Utah. Backman Title Services was originally founded in 1900. As the economy and technology change, they are dedicated to providing enhanced superior service along with a warm and professional atmosphere.

Problem

As Backman Title Services expanded and grew, it was producing large amounts of paperwork and running out of space to store their files. “We needed to access files frequently and since there were so many files it just took too long to find anything and was costing too much money to pay people to look for the files”, said Brett. With so many files they had a hard time locating anything and then when they were done with the files they would have to take the time to put the files back.

“The company also has a policy that documents need to be stored for 10 years—which was a massive undertaking. With eFileCabinet, we are able to save time and money by storing these files electronically.”

Solution

Brett looked at other document management solutions before deciding on eFileCabinet including software that was specific to the Title and Insurance Industry. “We chose eFileCabinet because of the simple methods. You can print and save from Microsoft. You can scan. It didn't matter how you wanted to send a file—every way was simple.”

With eFileCabinet, the firm was able to save time and money. “We have lowered our cost on rent—which is a significant savings for us. It cost a lot of money to rent out enough space for all of our filing cabinets.” Not only have they saved money by lowering rent, they have also saved money and time by cutting down man powers on filing and storing documents.

Brett said that the implementation of eFileCabinet was very easy and the company transitioned to it with little to no disruption. “Installation and deployment of the product were very easy and it continues to work for us to this day—there is little to no maintenance.”

Many positive comments can be made for eFileCabinet as an electronic Document Management Software. While other DMS applications have become stagnant, eFileCabinet has pushed the horizon in many respects, such as the following: seamless import of data from another DMS database, the ability to automatically archive file retention for a duration determined and specified by user, ability to set up Drawer and Folders on the fly, quick and efficient advanced document search functionality, ability to restrict user settings in a multiple-user office setting, quickly identify empty folders and drawer, remembers the last used location in storing documents to a specific client folder, ability to apply Mass Templates, and prompt, courteous customer and technical support.

Nancy L. Patrick

CPA, Wyoming Business Solutions

Many positive comments can be made for eFileCabinet as an electronic Document Management Software. While other DMS applications have become stagnant, eFileCabinet has pushed the horizon in many respects, such as the following: seamless import of data from another DMS database, the ability to automatically archive file retention for a duration determined and specified by user, ability to set up Drawer and Folders on the fly, quick and efficient advanced document search functionality, ability to restrict user settings in a multiple-user office setting, quickly identify empty folders and drawer, remembers the last used location in storing documents to a specific client folder, ability to apply Mass Templates, and prompt, courteous customer and technical support.

Anonymous

We’ve been able to cut down on the amount of paper we send out. We can email a client a 150-page tax return in minutes. eFileCabinet saves us time and money. We told eFileCabinet what we needed and they did it all for us. When we have a problem, we call them and they fix it. Their support team is the best!

Bob Friedlander

Carin D. Friedlander

We purchased this product to save time–period. We search for files often, and now we can do that without leaving our desks. This cuts the searching time down tremendously. The fact that we’re saving money on supplies, saving maintenance on printers, and have more room because of less files is just icing on the cake! In one department alone we’ve experienced approximately a 35% savings in time.

Dustin Smith

OTR Wheel Engineering

eFileCabinet has enabled us to move forward as a company. We are more efficient by having everything stored in one place that everyone has access to. We have been able to save so much time and money.

Kaleb Paddock

California Retirement Plans

eFileCabinet is easy to use–you don’t need to be a brain surgeon to figure it out. It is very user-friendly. We had the product up and running within a few days.

Lori Roscher

Walsh Tops, Inc.

eFileCabinet is easy to use–you don’t need to be a brain surgeon to figure it out. It is very user-friendly. We had the product up and running within a few days.

Rosa Rodriguez

La Rosa Insurance Agency, Inc.

We looked at a few other solutions, but we went with eFileCabinet because of the customer service we were getting and the design aspects that we liked that were similar to some of the other programs, but at a much more reasonable price. eFileCabinet had everything we wanted.

Amir Khastoo

Frank Akef & Company

Full Story

Background

Amir is the office manager at Frank Akef & Co., a full-service tax and accounting firm in Los Angeles that also handles property management and offers 1031 exchange services. As office manager, Amir handles the day-to-day tasks and is responsible for managing the files that the firm produces, both paper and digital. The office has around fifteen employees.

Problem

As Frank Akef & Co. grew, it was producing large amounts of paperwork and it was becoming hard to manage. “As an accounting firm, we have a lot of documents involved and our filing cabinets were filling up. We also had storage units in two parts of the building that were also packed,” said Amir, “We were running out of space and it was becoming difficult to manage in terms of getting documents to customers.”

The firm also needed a way to easily send their customers digital copies of their documents. “Over the years we have started serving a new generation of customers and when we give them the option of having their documents mailed to them, they say to just email it, so we wanted to go with a program that gave us the flexibility of having everything online.”

Solution

Amir shopped around before deciding on eFileCabinet Desktop. “We looked at a few other solutions but we went with eFileCabinet because of the customer service we were getting and the design aspects that we liked that were similar to some of the other programs but at a much more reasonable price. eFileCabinet had everything we wanted.“

With eFileCabinet, the firm was able to save time and improve their customer service. “Everything is much more streamlined. As soon as the client calls we are able to go into eFileCabinet and email them their document with one touch. We're able to keep all of our files organized, not just for our clients but for our own administration. I can also upload files to our website easily.”

Amir was also able to solve the storage problem. “We've been able to reduce a lot of our storage and shred old documents because they are already in eFileCabinet. It's also a lot more secure.”

I am absolutely blown away by how user friendly the eFileCabinet product is while still being able to handle extremely complex situations with ease. We are very happy customers.

Rebecca Giffune

Eagle Payroll Service, Inc.

Not only did eFileCabinet solve my client’s need for consistent electronic storage which scaled with his business, but eFileCabinet also helped to solidify us as a trusted advisor to my largest client.

Scott Brennan

CMIT Franchise Owner

Full Story

“My largest client was growing fast and looking for a way to consistently save a variety of documents they were receiving from email, fax, and Microsoft Office. My client had maxed out their Microsoft Outlook database and had to do something fast to consistently organize the growing stream of information they were receiving each day from the operation of their business.

That's when we reached out to the other CMIT owners for a solution, and was introduced to efilecabinet. My small business client was intrigued by the fact that efilecabinet used the Microsoft folder structure to organize documents, and the relatively low cost to purchase licenses. Not only did efilecabinet solve my client's need for consistent electronic storage which scaled with his business, but efilecabinet also helped to solidify us as a trusted advisor to my largest client.

As a side benefit to being a reseller, I was provided a complimentary efilecabinet license for my personal use, and it transformed my own recordkeeping! I highly recommend that each CMIT office use efilecabinet to organize their electronic documents and reap the immediate benefits of this product. It's more convincing to recommend a product you're using yourself.

I think CMIT's franchisee training should include a license of efilecabinet, a CMIT custom designed cabinet/drawer template, and some training on how to use this wonderful product. Besides revenues from the sales and the ongoing client consulting on how to use the product, it helped me get my business organized and afforded me extra time to grow my business instead of searching for documents.”

eFileCabinet has been a great tool to use now that the office has decided to go paperless. It has allowed the office to search files without having to go through piles and piles of paperwork. The ease of the transition has been very painless.

Trina Elmer

Groeneveld Mountain Regional

eFileCabinet and SecureDrawer are the perfect solutions for our productivity needs. We encourage you to discover for yourself the benefits of eFileCabinet and SecureDrawer productivity. Your clients and customers will be glad you did.

Gregg and Debbie Graening

GSFS, Inc.

Full Story

Background

GSFS, Inc. (GSFS) is a leading authority on taxation, pension planning and Social Security exemption for clergy. With a combined 48 years of experience in assisting employees of non-profit institutions the owners, Gregg and Debbie Graening, have built an expertise that almost 300 customers and family units have come to trust and rely upon.

Frequently asked to consult with attorneys, accountants and church leaders, they have led tax seminars, contributed articles to professional journals, researched and provided clients for a denomination's successful IRS determination letter, developed plan documents and payroll systems in use by 36,000+ churches, and have clients in twenty-eight states and six countries ordained by ten denominations.

Problem

All of the heavy customer interactions and documents left Gregg and Debbie with paper, lots of paper, and not enough time to file the paper. In fact from the early 1990's until just a few years ago, it would take the expense of one employee between 4 -- 8 hours per day to retrieve, rearrange and re-file the various client folders. In addition to the file folder “office clutter,” finding and retaining competent clerical help was very difficult as the professional practice is multi-disciplined and very challenging for any administrative assistant.

In 2010 after shredding files older than 10 years and digitalizing tax information and returns back to 2002, more than 28 deep file cabinet drawers worth of documents still existed. Something was wrong. The paper and clutter were not going away. Customer service and record retrieval had no integration.

Since customer service is key in cultivating good relationships, Gregg and Debbie had to make sure questions were answered promptly and confidently. As word spread of the quality of the service and their knowledge, it was not possible to store the paperwork that new clients would require and GSFS had to start turning people away. “Customer service retains relationships, and that is the most important business differentiation,” said Gregg. More clients could not be taken on with the limitations of a paper intensive, manually-serviced document model.

At the same time, he also noticed that the GSFS customers were not comfortable with the pace of technology change. A solution was needed that people could use even if they weren't tech savvy.

First Solution

In 2002, Debbie started scanning tax documents and information into Adobe PDF files while keeping electronic copies of tax returns. GSFS kept hard paper copy of files as backup. This was the start. Over the next eight years as the technology needs of the business grew some productivity gains were made and the business began to expand again. Next, electronic copy of the digital tax information and returns were manually synchronized each night on multiple computers. A local hard drive back-up was added soon thereafter followed by a period of mass shredding of old tax information and tax returns.

The business then moved to a “file server” type Local Area Network (LAN) with both a local and web based back-up created each night. Nevertheless, “we were still spending too much time with paper based information from our other disciplines. In turn, this affected our ability to continue the client base expansion,” said Gregg. Subsequently, a professional peer suggested GSFS consider a product he had purchased to solve a similar dilemma, eFileCabinet.

Thus, in 2010, GSFS purchased eFileCabinet, and started transitioning to a complete paperless solution in the fall (when it is slower for tax specialists). After ensuring the templates were correct to their need, Debbie started to move the existing electronic records into eFileCabinet through a “drag and drop” of multiple files method. About 30 hours was spent moving all of the existing electronic tax records into eFileCabinet. Gregg then let the computer index overnight (Gregg LOVES the full text search engine). With 30 hours and an overnight indexing, Gregg and Debbie had moved eight years of PDF/WordPerfect, Word and Excel files into the eFileCabinet system with the capability to search and pull-up information by letting the computer play “seek-n-find” for them in seconds rather than minutes. Voila, more productivity!

Second Solution

In addition, GSFS now provides tax information and tax organization paperwork and supporting documents for customers (3 years of data) via SecureDrawer, the secure online portal for sharing confidential information without emailing. Older tax returns and records are stored safely in eFileCabinet.

This is the second tax season GSFS clients are using the SecureDrawer portal. Over 76% of Gregg and Debbie's customers are uploading their entire 2011 tax information and documents using the SecureDrawer. They make fewer trips to their post office box. This, again, makes for more productivity. In addition, 95% of the clients uploading to SecureDrawer are very happy with the communication channel since they too no longer have to fight traffic or spend money on postage and gas to run to the post office.

Benefit

Yes, as you probably have guessed GSFS is, again, expanding. Gregg has prepared the eFileCabinet for the other professional discipline documents (investment and insurance) in need of data retrieval. The system and templates are simple enough for the new administrative assistant to understand. Gregg and Debbie are taking more clients because increased productivity translates to having more time to spend with new and existing clients. Naturally, improved relationships increase both the top and bottom line revenue for GSFS!

Prior to the purchase of eFileCabinet Desktop, Gregg created a spreadsheet to itemize the eFileCabinet and SecureDrawer investment net cost. He needed to charge GSFS clients for an annual cost of living increase PLUS the technology to ease the integration of customer service and documents along with the new document interaction through SecureDrawer. Here is the savings portion of his net unit cost analysis.

“As is said in Kentucky, ‘we learn slow but good,'” said Gregg and Debbie. “eFileCabinet and SecureDrawer are the “good” solutions for our productivity needs.” We encourage you to discover for yourself the “benefits” of eFileCabinet and SecureDrawer productivity. Your clients and customers will be glad you did!

The program itself has already saved us 4 to 5 man hours in two days. We are able to find the file we need quickly and save time printing. Now a two-person job can be done with one person. What used to take a whole day takes an hour at the most.

George Encinosa

Coos County Airport

Full Story

“There is a lot that can be said about eFileCabinet, a lot that can be praised for. The program is stable, easy, and can save money.

When I first heard about this program I was skeptical. It was hard to believe a program could do all the things my company was looking for and then some. In the demonstration, the sales assistant showed everything it could do and when he was done asked if I had questions. I did have questions, lots of them, and most of them were not easy and required him to look outside the box of what the program was thought to do. The sales rep was very patient and answered all my questions. My supervisors were impressed with what I showed them in the trial that was provided.

When I began using the product I had questions about the OCR. I had to contact Tech Support, a process I was very familiar with when dealing with other programs and equipment. Normally it's a hassle. This was not the case with eFileCabinet Tech Support. From the beginning the person saw what I had a problem and asked what I had already done. Before I knew it, he had the problem solved and was very nice about it, willing to work with me if needed. This was by far one of the best Tech Support teams I have encountered yet.

With the program up and running, I began sorting and organizing to get the company going paperless. The program did not take hours to learn but minutes. What has saved me is that I've learned how to organize so that if someone needs a file it can easily be found. Thankfully the program is forgiving. Changing fields in a profile automatically change the fields on the files as well. The program has saved hours of rewriting everything, which has saved the company money they would have paid me to do the job over again.

That's not the only time saving thing it has done. The program itself has already saved us 4 to 5 man hours in two days. We are able to find the file we need quickly and save time printing. Now a two person job can be done with one person. What used to take a whole day takes an hour at the most.

I could not recommend this program enough to businesses. This is almost something of an essential. From filling to finding, the program can do it all. Well, almost all. It still can't make a cup of coffee. I expect that to come out in the next update.”

We have been able to save a couple of hours each day looking for and filing the documents, not to mention the expense of paper and toner.

Ray Johns

RW Johns Financial Group

Full Story

“We are a full-service financial agency based in Orem, UT, committed to helping people pursue their financial goals. Our office would produce so much paperwork, that it was starting to get out of control in managing the file room. Our staff was spending hours every week looking for files and filing them away, and we decided that there had to be something more efficient to help us manage our documents. Time is money, and in my industry, you only make money by being on the phone with a prospect or client or in a meeting with a prospect or client. Our industry is full of regulations that require a mountain of paperwork. Every time I or my staff has to move, organize, find or file paperwork, it wastes valuable time that could be used more productively. That is when we found eFileCabinet.

Since 2008, we have been using eFileCabinet's document management solution to manage our documents. Just imagine, if you will, never having to get up from your desk or have a staff member go look for another file again. Imagine if you will, sitting at your desk or in a client's home or office and with a few strokes of your computer or iPad pulling up every document or file that you have for that client within seconds! We have been able to save a couple of hours each day looking for and filing the documents, not to mention the expense of paper and toner.

The eFileCabinet staff has been a great help throughout the process, through the setup to the support of the software. The service from start to finish has been exemplary and their staff is professional, knowledgeable, yet friendly. We would recommend eFileCabinet's document management solution to any financial services firm that is looking to become more efficient in managing their files and saving money. That's what I have and how I work with eFileCabinet. If you doubt it, come by my office and I will show you how efficient it makes my staff and I.”

By not having to spend time accessing 30 or so files daily by hand, it is going to save me around $5,000 dollars in labor every year.

Ed Mullis

Allstate Agencies

Full Story

Background:

Ed runs a great insurance business out of Morehead City, NC. With his business focusing on property, casualty, life and financial insurance, Ed's business is built on superior service to his extraordinary large number of clients.

Problem:

With that large customer base, and because his business requires extensive paperwork and record keeping, Ed's office staff was spending huge amounts of time daily trying to file and find client records stored in file cabinets. “Not only were my file cabinets packed, but my staff people sometimes put the files in the wrong place, and so trying to find records was frustrating, and you are trying not to look bad in front of customers.”

Because of compliance requirements, Ed was also concerned about security of his clients' records. That meant that he had to keep the records within the premises in multiple cabinets and drawers for multiple years. Many of the ‘dead' files were even kept under lock and key in a separate storage facility where he had to pay monthly fees.

Solution:

With eFileCabinet's document management software, Ed has already seen a significant difference in his office efficiency, improved customer service capabilities and financial savings. He no longer has any payments to external storage facilities, and has mostly converted his 9 cabinets (4 drawers per cabinet) into digital records. “The Christmas break slowed us down. But even now, I can see how we are saving. By not having to spend time accessing 30 or so files daily by hand, it is going to save me around $5,000 dollars in labor every year.”

In addition, Ed now backs up his files daily. “One angle that I considered also in terms of the ‘safety' of my files and records, was that I am on the coast of North Carolina, and hurricanes are yearly concerns. One bad storm, flooding, and my files are mush! This way I can set up a new office the next day, plug in back-up drives, and have all of my files right back in my hands!”

Ed mentioned that, as with most software, he expected his IT department to do all of the heavy ‘lifting' once he purchased eFileCabinet's paperless software. To his surprise, Ed said he was delighted by the amount of help and time provided by Customer Support to ensure his software worked properly. In addition, Robie Fullmer, Ed's expert sales advisor, helped to provide resources to customize Ed's implementation through some professional services. “Customer service exceeded my expectations,” was Ed's parting comments.

eFileCabinet is a product I have been using for several years and I find it most beneficial in organizing and maintaining my files for my clients, both in the tax arena and in the financial industry. While there are many products out there for a paperless-type environment, I believe eFileCabinet is the best!

Michelle Kane Griefenberg

E.A.

Full Story

Background:

Ed runs a great insurance business out of Morehead City, NC. With his business focusing on property, casualty, life and financial insurance, Ed's business is built on superior service to his extraordinary large number of clients.

Problem:

With that large customer base, and because his business requires extensive paperwork and record keeping, Ed's office staff was spending huge amounts of time daily trying to file and find client records stored in file cabinets. “Not only were my file cabinets packed, but my staff people sometimes put the files in the wrong place, and so trying to find records was frustrating, and you are trying not to look bad in front of customers.”

Because of compliance requirements, Ed was also concerned about security of his clients' records. That meant that he had to keep the records within the premises in multiple cabinets and drawers for multiple years. Many of the ‘dead' files were even kept under lock and key in a separate storage facility where he had to pay monthly fees.

Solution:

With eFileCabinet's document management software, Ed has already seen a significant difference in his office efficiency, improved customer service capabilities and financial savings. He no longer has any payments to external storage facilities, and has mostly converted his 9 cabinets (4 drawers per cabinet) into digital records. “The Christmas break slowed us down. But even now, I can see how we are saving. By not having to spend time accessing 30 or so files daily by hand, it is going to save me around $5,000 dollars in labor every year.”

In addition, Ed now backs up his files daily. “One angle that I considered also in terms of the ‘safety' of my files and records, was that I am on the coast of North Carolina, and hurricanes are yearly concerns. One bad storm, flooding, and my files are mush! This way I can set up a new office the next day, plug in back-up drives, and have all of my files right back in my hands!”

Ed mentioned that, as with most software, he expected his IT department to do all of the heavy ‘lifting' once he purchased eFileCabinet's paperless software. To his surprise, Ed said he was delighted by the amount of help and time provided by Customer Support to ensure his software worked properly. In addition, Robie Fullmer, Ed's expert sales advisor, helped to provide resources to customize Ed's implementation through some professional services. “Customer service exceeded my expectations,” was Ed's parting comments.

Hurricane Katrina left our office in six feet of water and with tons of useless paper documents that cost more than $6,000 to shred and dispose. This experience truly opened our eyes to the importance of electronically storing and managing our office files.

Tom Babbit

Jackson Hewitt

Full Story

When Hurricane Katrina hit the Atlantic Coast in 2005, many businesses were devastated, never to reopen. The tragic storm traveled right over the town of Slidell, Louisiana where Tom Babbitt's main Jackson Hewitt office is located, and although they were lucky enough to remain in business, they still had to recover from damages.

“Hurricane Katrina left our office in six feet of water and with tons of useless paper documents that cost more than $6,000 to shred and dispose,” said Mr. Babbitt, President of 16 Jackson Hewitt locations. “This experience truly opened our eyes to the importance of electronically storing and managing our office files.”

In addition to combating Mother Nature, Mr. Babbitt's offices face the challenge of completing approximately 9,000 returns in a season. With eFileCabinet, they are able to maintain each of those returns along with the necessary paper work associated with them. They keep client records for three years and bank information for five years. “That's a lot of paper,” Mr. Babbitt commented. “We scan everything. We scan little pieces of paper that clients scribble on so they have every record they presented to us at tax presentation time.”

Along with being able to keep track of every document, they found that the ability to keep all documents in a central, easy-to-access location has improved the integrity of their business. “We have solved many issues this way,” Mr. Babbitt said. “A client may say their return was done wrong, but we can bring it all up and see if we made a mistake or if they are trying to fool us.”

eFileCabinet has allowed our firm to increase our business through increased productivity and efficiency. Our office employees are big fans as well. It is easy to use, and the return on the investment has exceed our expectations. I would recommend it to all HD Vest advisors or any business looking to become more efficient and productive.

Tim McDaniel

McDaniel Wealth Management

It is very user-friendly, which is a must for us because we are not technical-minded people.

Debbie Cunningham

Debbie Cunningham Insurance

Full Story

When it came to selecting an electronic document management solution for her office, Debbie Cunningham sought a solution that was uncomplicated and inexpensive. While researching, Ms. Cunningham received a referral from an accounting firm in her home town of San Angelo, Texas who had purchased eFileCabinet. After seeing the simplicity of the system, she was sold.

“It is very user-friendly, which is a must for us because we are not technical-minded people,” Ms. Cunningham said.

Ms. Cunningham runs her own multi-service insurance agency and with six employees, was faced with the challenge of lost documents. “We used to chase papers all the time from one office to the next,” Ms. Cunningham said. “A paper sitting on a desk might as well be lost.”

Lost documents resulted in lost sales, so finding a solution was imperative to Ms. Cunningham's bottom line. In addition to putting an end to the paper chase and saving lost sales, Debbie Cunningham Insurance has saved financially as well. With the implementation of eFileCabinet, they are able to recover the equivalent of one employee's salary which equates to $20,000 annually.

The Plustek SmartOffice PS286 Plus and eFileCabinet software saves me time, not having to go pull physical files, when I can pull it up with just a few clicks of my mouse.

Tami Henry

Plustek Technology

We’ve been using eFileCabinet for about a month and a half, and it has been an excellent transition. Not only can we drastically reduce our paper files, we can offer our clients access to their files as well… from anywhere, at any time. Thank you, eFileCabinet, for your help in converting us to a paperless office!

Shandra Hilman

QB Solutions, Inc.

eFileCabinet’s new Online version has been an awesome addition to our office software. It makes accessing our files easy and convenient no matter where we are, whether in the office or out of town. The features offered really enhance our office productivity.

Becky Leggett

EA, Darlene S. Stone, CPA

eFileCabinet has saved me money and time. It makes it easy to find paperwork without getting out of my chair. It saves money because we buy much less paper. We no longer need to make copies of paperwork for our file.

Randy Railey

H.D. Vest

I’ve been a user of eFileCabinet software for eleven years. Going paperless and finding an alternate way to store the abundance of paper my tax office handles (and needs to keep) was the best business decision I ever made. I highly recommend this software to any and every type of business that still uses physical filing cabinets for all their important files.

Gloria Hill

President, Hill & Associates

You know, I am really impressed with eFileCabinet’s Technical Support team. Every time I call in, you guys know the problem and give me a fix in only a couple of moments.

Rick Sherwood

Lampton Hayes, PS

eFileCabinet is a great tool. It is like having a never-ending file cabinet; a monster file cabinet, without all the paper.

Cindy Lanham

McDaniel Financial Services

Full Story

Cindy Lanham hasn't been working at McDaniel Financial Services very long, but as office manager, she can already see what a difference eFileCabinet makes in an office.

eFileCabinet is a great tool,” Ms. Lanham said. “It is like having a never ending file cabinet; a monster file cabinet, without all the paper.”

At McDaniel Financial Services, they offer tax preparation and returns, investments, bookkeeping and insurance services. With so many different documents to keep track of, implementing an electronic document management system allows their office to stay organized and be more efficient.

“We still have files on each client, but what is kept in the file is very minimal,” Ms. Lanham explains. “Once something is set to a permanent record, we store it in eFileCabinet and there is no need to keep it. I guess it is a little more green way of doing things.”

Along with saving paper and taking steps to being more eco-friendly, Ms. Lanham appreciates the space savings they gain from using eFileCabinet. They no longer have the need to store and purchase multiple physical file cabinets. There is more room in the office and they can reallocate funds, a relief during the current economic pinch affecting so many businesses today.

eFileCabinet has been a great tool for Colby Community College. With the help of the on-site training, our campus was able to fully embrace all of the possible uses from this product. We knew it was a great resource before, but the on-campus training enlightened our users on all of the benefits.

Samantha Tolle

McDaniel Financial Services