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WHAT’S HURTING YOUR CONNECTION AND COLLABORATION?
There are many things that prevent accounting teams from promoting seamless client collaboration. One of them being…
A lack of standardized processes
When repetitive processes—payroll, accounts payable, month-end reports, you name it—are done differently every time, it’s almost impossible to promote effective collaboration because there are so many different ways of doing the same thing.
Download the Flipbook to see more.
Improved collaboration between clients and their accountants can increase transparency so everyone knows exactly what every tedious process should look like.
How Do You Solve the Most Common Client Collaboration Pitfalls?
Technology.
What can this technology do?
By implementing technology into your processes and looking for ways to improve your collaboration and communication, you can greatly increase your customer satisfaction.
This technology can standardize your processes, centralize your records, make data collection easier, and so much more.
If you’re ready to discover more about how you can transform your accounting firm and work smarter with automation, check out our Flipbook.
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WHAT ARE THE SIGNS OF EXCELLENT COLLABORATION?
Constant communication
Seamless information sharing
Simplified document access
The Best Document Management Software Solution
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
SUCCESSFUL ACCOUNTING LEADERS DON’T:
Solely rely on archaic means of communicating with customers because that’s how it’s always been done.
HOW?
With accounting automation, professionals can be innovative and find ways that benefit the firm and clients.
Our Document Management Software Comes With Other Features Too
- Secure Cloud Management
- Compliance Tools
- Simple and User-Friendly Design
- Role-Based Permissions
- Free Mobile App
- Templates for Automated File Structuring
- Portfolios for Your Most Used Documents
- File Retention
- Full Text Searching
- Automated Workflows
- Secure File Sharing Portal
- File Request
- Pre-Defined File Names
- e-Signature
- Up to 5 TB of Storage Included
- Integration with Popular Software
THE DIGITAL TRANSFORMATION JOURNEY IN ACCOUNTING FIRMS:
Less than ideal collaboration methods can seriously hinder your efforts of providing the service that you’re capable of and that your clients deserve.
In this Flipbook, you’ll discover how you can have a greater impact across your organization by making a few changes that will take your collaboration to the next level.
Our Document Management Software Comes With Other Features Too
- Secure Cloud Management
- Compliance Tools
- Simple and User-Friendly Design
- Role-Based Permissions
- Free Mobile App
- Templates for Automated File Structuring
- Portfolios for Your Most Used Documents
- File Retention
- Full Text Searching
- Automated Workflows
- Secure File Sharing Portal
- File Request
- Pre-Defined File Names
- e-Signature
- Up to 5 TB of Storage Included
- Integration with Popular Software
Smart Businesses are using Rubex by eFileCabinet for their Document Management Software Solution
Get your free guided session
- Automated Workflows
- eSignature
- Full-Text Search
- Role-Based Permissions
- Encrypted File Sharing
- Email Import
- Compliance Tools
- Real-Time Notifications
- Branded Customization
- Portfolios
- Activity Center
- Advanced Version Control
What Our Customers Are Saying
See how countless businesses have found success in their industries using document management software by eFileCabinet.
"[eFile Cabinet] is the easiest solution to use!! I am very impressed with it, and now I am sorry I didn't start doing this sooner.
It is always at your fingertips and is no different than copying files to a folder on your computer! I highly recommend it!!!"
Jill W.
IT Manager
Source: Capterra1
"We use this product mostly for records management. The best features are the ability to create file templates that populate predefined files and the ability to set retention time frames for files! No more keeping track of records in Excel!"
Abel D.
Asst. County Manager/Human Resources Director
Source: Capterra1
