Accounting firms take raw materials (source documents) and produce finished products (tax returns, financials, payroll reports, etc.). Therefore, how you manage your source and finished documents has a huge impact on your firm’s productivity.
That’s why we created Cloud Cabinet - the first true cloud-based document management system and client portal for accountants - to streamline the handling and storage of both source and finished documents.
The simplicity and functionality of Cloud Cabinet, together with the way we’ve tightly integrated it with our other solutions, offers you:
- Dramatically streamlined operations
- Enhanced productivity for your firm
- Effortless disaster recovery
Cloud Cabinet delivers two systems in one: a document management system for your firm, as well as unlimited free client portals where you can securely share documents with your clients.
And to streamline document handling, we've integrated Cloud Cabinet with all our other solutions, including Accounting Power, Payroll Relief, and After-the-Fact Payroll.