Learn why so many Lacerte DMS users are taking this opportunity to move to eFileCabinet.

eFileCabinet provides solutions and benefits that serve industries that have traditionally dealt with high paper volumes and offers unique benefits that are attracting more and more professionals.


Document Management

Document management is much more comprehensive than simply saving and recalling forms and files. With eFileCabinet users can store, search (by name, tag, or simply a key word), customize folder layout and structure, take advantage of mobile access, record keeping, and role based security.



eFileCabinet maintains robust security features designed to protect confidentiality and privacy, reduce risk and liability, and maintain industry compliance (FINRA, HIPAA)
We use 256 bit encryption and our servers are stored on SAS 70 Type II certified servers.



With eFileCabinet costs surrounding paper products and the labor that goes into managing them goes down significantly. Files can be shared and accessed instantly and remotely, and customer satisfaction increases as efficiency increases.

The last feature, role based securities, can be applied to profiles and cabinets and allows only the appropriate and authorized individuals to be able to view confidential documents. This makes dealing with HiPAA, FINRA, and the FEC very easy.