Accounting firms take raw materials (source documents) and produce finished products (tax returns, financials, payroll reports, etc.). So 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.
Cloud Cabinet delivers two systems in one: a document management system for your firm, as well as free unlimited client portals where you can securely share documents with your clients.
Only Cloud Cabinet offers all of the following:
- State-of-the-art security for document transfer and storage
- Flexible folder structures
- Multiple options to upload files, including our exclusive CyberDrop feature
- Seamless integration with all other AccountantsWorld solutions, including Accounting Power, Payroll Relief, and After-the-Fact Payroll
- Advanced search functions and activity log
- Client portals at no charge
The simplicity and functionality of Cloud Cabinet offers you:
- Dramatically streamlined operations
- Enhanced productivity for your firm
- Effortless disaster recovery
Call 888-999-1366 for a free personalized demo.
Thanks for reading CPA Practice Advisor!
Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more…
Subscribe Already registered? Log In
Need more information? Read the FAQs
