Electronic document management is a fundamental component of the accounting and auditing practices of today. Customers require rapid response service and access to information. Consequently, the physical storage and retrieval of documents becomes time consuming and problematic — particularly as practices grow and the volume of documents increases.
eFileCabinet is the trusted solution for thousands of accountants nationwide.
Document Storage & Management
Accounting firms are legally required to store and manage substantial amounts of data. From customer correspondence and contracts, to forms and statements, storage space is a premium and immediate access to business critical data is imperative. eFileCabinet for Accounting provides a simple to use, cost effective system to streamline your document storage and management challenges. Paper documents are scanned, stored and managed digitally, allowing firms to dramatically reduce costs and improve service.
Regulatory Compliance
Development of compliance strategies to meet the requirements of IRS Rev Proc 97-22, eSign Act, Department of Labor 29CFR-2520 and other regulations can be complex and demanding. eFileCabinet allows documents created during tax preparation, auditing and administrative tasks to be stored with the appropriate security controls and audit trails. Documents that are effectively categorized and readily available will ease your compliance burdens and ensure business continuity.
Respond Quickly to Customer Inquiries
The speed of doing business is growing — customers expect accounting firms to
respond quickly to their inquiries and requests for information. When a
customer calls in a panic needing a copy of their tax return from 5 years ago,
full text searching and rapid document location technology saves time searching
network drives and trips to the filing cabinet.
Security
For centuries, accounting was a manual process of handwritten entries in journals and ledger books.
The accounting systems of today are highly sophisticated. As a result, the need to employ high level document security becomes crucial in order to protect client confidentiality and maintain legislative compliance. eFileCabinet
for Accountants features a progressive security infrastructure that safeguards business data with role based security, administrator controlled
permissions and advanced file encryption.
