Document Management Electronic Document Management Solutions
Share, Store and Secure Client Files in Seconds
Designed with accounting professionals in mind, our electronic document management solutions increase efficiency by streamlining firm workflow, facilitating collaboration among staff members and clients, allowing firms to monitor and control access and managing document retention. So you’ll have more time to focus on what’s most important—providing top-notch service to your clients.
FileCabinet CS is a comprehensive, easy-to-use electronic document management solution that allows you to securely store all of your documents digitally, so your staff can access, view or share them in an instant.
GoFileRoom is a web-based, scalable document management solution that allows you to easily manage large document sets and client lists as well as view, edit and share documents anytime, from anywhere. You can also integrate document management with FirmFlow for an even more streamlined workflow.