Tech-Savvy Clients eBook

Tech-Savvy Clients Are Going To Ask You Touch Questions

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.

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Tech-Savvy Clients Are Going To Ask You Touch Questions - an eBook from eFileCabinet

What You'll Learn In This E-Book:

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:

Encryption: Is your customers data safe?
Backup: Outdated and unsecured methods are unacceptable
Permissions: Prevent unauthorized access to information

Learn How To Save Time And Money With eFileCabinet

eFileCabinet helps you spend more time doing your job and less time chasing paperwork.

Keep Your Documents Organized

With eFileCabinet, you can ditch the filing cabinets for our easily searchable and secure cloud network.

Keep Your Documents Secure

SecureDrawer will help you send your documents wherever they need to go while keeping them secure.

Automate Your Workflows

eFileCabinet will gather signatures, populate documents, and organize your documents for you automatically.

Learn More About eFileCabinet Today

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