A document management system (DMS) is not complete without a client portal. eFileCabinet desktop and eFileCabinet online were designed to work seamlessly with SecureDrawer, eFileCabinet’s CPA #1 ranked client portal.

SecureDrawer offers tremendous benefits in enhancing the online security of sensitive documents, reducing liability, and staying compliant with regulatory standards set by organizations like FINRA, SEC, and HIPAA.

With SecureDrawer you can confidently share larger documents over the web than with email, and do it far more safely and securely.

SecureDrawer works very well with eFileCabinet’s online and desktop tools, making it very simple to not only store and mange files and documents, but also to transmit them easily and safely. This tutorial goes over some of the basics with integrating and using these tools together.