When prospective clients shop around for a new CPA, we know they take into account several factors before settling on who to hire.
They, of course, want to know if you’re knowledgeable in your profession, and they’ll likely ask for references to back up your expertise. However, being an expert number cruncher isn’t the only thing that draws clients in. Personality and communication skills are important points, as is your attitude toward technology and a willingness to utilize new efficiency and security tools to keep your customers data safe.
Download this eBook today and learn about how you can better secure all of your files.
When Tax Returns are the “Jackpot” of Info for Criminals, Security is Paramount
Information security can not take a backseat. CPAs need a document filing system that utilizes encryption in both the storing and retrieval of files,
Download this ebook to learn how to effectively solve document management for you and your clients.
Some Things to Consider:
eFileCabinet helps you spend more time doing your job and less time chasing paperwork.
With eFileCabinet, you can ditch the filing cabinets for our easily searchable and secure cloud network.
SecureDrawer will help you send your documents wherever they need to go while keeping them secure.
eFileCabinet will gather signatures, populate documents, and organize your documents for you automatically.
"eFileCabinet has helped us become more efficient because we can spread the workload more evenly, regardless of the physical location of an employee. Dealing with paper, we didn’t have that option."- DAVID, AGCREDIT"eFileCabinet really makes our job just so much easier. I can’t imagine anybody functioning in this day and not being paperless."
- PATRICK, BALLARD & COMPANY
If you would like to see a demo, simply click the link below.