CCH Small Firm Services

eFileCabinet

Capture, Manage and Share

eFileCabinet represents a virtual cabinet, with cabinets, drawers, folders and files. With easy scanning, capturing and management of client information, users find the interface simple to use from day one.

  • Search for documents quickly, forward it with a click, and know that business-critical files are in a secure database at all times.
  • Files are organized with templates, with systematic file versioning. Document level indexing and full text search (OCR) makes searching fast and accurate.

Third-Party Software Integration

With a robust API for internal integration or for partnerships, eFileCabinet enables organizations to focus on improving office productivity and profits with ease.

  • Store files created inside Microsoft Word, Excel, Outlook and PowerPoint (or any file) directly into eFileCabinet with a click of a button.
  • QuickBooks integration enables customers, vendors, invoices, bills and other relevant documentation to be electronically stored and managed in eFileCabinet. Easy one click integration with digital signatures (powered by RightSignature) and Foxit PDF creator facilitates easier workflow at the office .

Compliance and Regulatory Tools

Many industries require proper documentation and security to adhere to their respective regulatory compliance needs. eFileCabinet provides document controls that support compliance with regulatory requirements. Such as, HIPPA, SEC, FINRA and various industry specific standards and specifications.

  • Role-based permissions, audit tracking and advanced compliance modules zero in on making your regulatory compliance a breeze .
  • With document retention policies to manage how long you keep your files, and a sophisticated work flow module to help make decisions quicker, eFileCabinet focuses on making your business more efficient and profitable while helping compliance standards be met.

Advanced Workflow Integration

eFileCabinet’s Workflow module enables you to efficiently create a process for individuals and departments to make decisions quickly. Get approvals and decisions without moving out of your chair.

  • Automatic routing requires the right people to make decisions, all while tracking the process online.
  • Control policy compliance at a greater level – route documents based on document properties in a predefined order. Save cost and time.

 

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