Let effortless automation, custom workflows, and advanced document management lead you to business zen.
saved by Lori Wurzel annually
of Deanna Hancock's storage space is dislodged
of paid labor saved by Jonathan Felt each week
• Effortless search puts everything at your fingertips
• Custom workflows give you true business automation
• End inefficiency, break bottlenecks, and drive revenue
Completely customizable to your business, advanced workflows unlock the power of automation.
Always on and always accessible—experience every piece of data at your fingertips.
Out of the box integration makes implementation fast and easy so you can hit the ground running.
Data governance guarantees that your data is always safe, secure, and compliant.
"Our office was rapidly growing, and we were looking for more efficient ways to run our office without all the paper laying around. With one click we have all our clients’ information in one area without having to search through several years of files and paperwork."
—Becky Ryman, Scheibe Accounting, LLP
• Approvals allow users to accept or reject content in the workflow
• Time limits reveal bottlenecks and rollup approvals
• Profile routing optical character recognition sends the right documents to the right place
• Automated DMS complete custom-tailored task automatically
• Status dynamic visualizers show you where every piece of data is in your workflow
“A benefit to using eFileCabinet software is the security and safety of our clients' information. We definitely save money in mailings and paperwork, because instead of mailing items out, they can access it digitially.”
—Sheena Wilson, Craun, Freeman Tax & Wealth Management