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Firm Management

Sage Partners with eFileCabinet for Streamlined Document Management

The partnership will enable users of Sage Impact cloud-based platform to sign up for and use the eFileCabinet cloud document management solution from within the Sage Impact dashboard.

Small business technology and service provider Sage is partnering with eFileCabinet, a provider of electronic document management (EDM) solutions provider, to help accountants move away from the time-consuming and costly processes of manually scanning, storing, managing and sharing records and documents.

The partnership will enable users of Sage Impact cloud-based platform to sign up for and use the eFileCabinet cloud document management solution from within the Sage Impact dashboard.

Sage Impact is the accountants’ everyday business management platform and go-to for access to payroll, accounting, financial management, business intelligence, community, new business leads and more, all managed in one central hub. More than 150,000 users worldwide rely on eFileCabinet document management solutions to provide simple but effective document management solutions. eFileCabinet’s document management solutions are designed to help organizations capture, manage and protect their data regardless of industry. 

“Partnering with eFileCabinet will provide our users with a secure document management system that will enable them to be more productive, save and free up time to focus on profitability and their clients,” said Jennifer Warawa, global vice president of product marketing for accountants at Sage. 

“Our recent research has shown that nearly one in five firms view cloud document management as being a tool that would significantly improve management of their firm; yet more than 20% feel as though their needs aren’t being addressed today,” added Warawa. “We recognize the importance of meeting the needs of accountants by either creating those solutions ourselves or through strategic partnerships, and in this case eFileCabinet provides a great solution that will benefit our accountants.”

Sage Impact is an open platform that enables eFileCabinet to easily integrate its EDM solutions into Sage Impact. The APIs/SDKs of other Sage core products such as Sage One Accountant Edition and Sage Live will enable integration with eFileCabinet in the future.

“The tight integration with Sage Impact will enable our joint customers to manage their businesses with ease, efficiency and accessibility,” said Matt Peterson, CEO, eFileCabinet. “Accounting firms are now empowered to quickly and easily manage client files, improve administrative tasks and increase productivity with eFileCabinet via Sage Impact.”