FREE WEBINAR
Rubex is the ultimate business solution.
While Workflows are amazing, there is so much more that Rubex has to offer. With all of its other powerful capabilities, you can drive your team towards the path of success like never before.
Sign up for the free live webinar to learn more
Fill out the form near the top of the page to register.
ELEVATE THE CLIENT EXPERIENCE
With the right strategies in place, you’ll be able to provide better service to all of your business accounts, which will be key to fulfilling your growth potential.
Never Stop Innovating
Be creative in your approach towards finding new clients
Align Your Goals With the Clients
If you and your clients have the same desired outcome, they will be satisfied with the service you provide
Exceed Expectations With Additional Service Offerings
Offer new services that simplify the clients’ role in accounting
Overhaul the Client Experience With Automation
With the right strategies in place, you’ll be able to provide better service to all of your business accounts, which will be key to fulfilling your growth potential.
BETTER TECH IMPLEMENTATION FOR BETTER CLIENT EXPERIENCES
Adding new tech tools to your firm will greatly help you meet your new goals for the next year, but it’s crucial that you implement new technology the right way.
You Don’t Have To Be a Tech Genius, But You Should Be Tech Literate
Take the time to familiarize yourself with terms and concepts — like encryption and process automation — to show clients you take the security of their data seriously.
More Technology Doesn’t Always Equal Better Results
The quality of your technology suite is more important than the number of software solutions you employ in your processes.
Value Your Client’s Time and Their Data
It can sometimes be hard to choose between convenience and security, as one usually comes at the cost of the other. However, picking the right platform to communicate and share data with clients allows you to control both security and access.
If you’re ready to discover more about how you can transform your client retention approach, check out our eBook.
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USE TECHNOLOGY THAT SIMPLIFIES ALL YOUR DOCUMENT WORK
Automated Workflows
Document Requests
Security
The Best Document Management Software Solution
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
One Home for All of Your Documents
Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.
RETAINING CLIENTS
The impact of acquiring a new account is null if two other clients walk away.
EXPANDING CLIENTELE
The most reliable source of new clients comes from referrals from current clientele.
Our Document Management Software Comes With Other Features Too
- Secure Cloud Management
- Compliance Tools
- Simple and User-Friendly Design
- Role-Based Permissions
- Free Mobile App
- Templates for Automated File Structuring
- Portfolios for Your Most Used Documents
- File Retention
- Full Text Searching
- Automated Workflows
- Secure File Sharing Portal
- File Request
- Pre-Defined File Names
- e-Signature
- Up to 5 TB of Storage Included
- Integration with Popular Software
The Digital Transformation Journey in Accounting Firms
With each passing year, new challenges for business accounting firms present themselves. Whether you’re trying to increase your profitability, expand your clientele, or improve your retention numbers, it’s important to review the previous year and explore where there’s room for improvement.
In this guide, you’ll discover how you can have a greater impact across your organization by putting client retention first.
Our Document Management Software Comes With Other Features Too
- Secure Cloud Management
- Compliance Tools
- Simple and User-Friendly Design
- Role-Based Permissions
- Free Mobile App
- Templates for Automated File Structuring
- Portfolios for Your Most Used Documents
- File Retention
- Full Text Searching
- Automated Workflows
- Secure File Sharing Portal
- File Request
- Pre-Defined File Names
- e-Signature
- Up to 5 TB of Storage Included
- Integration with Popular Software
Smart Businesses are using Rubex by eFileCabinet for their Document Management Software Solution
Get your free guided session
- Automated Workflows
- eSignature
- Full-Text Search
- Role-Based Permissions
- Encrypted File Sharing
- Email Import
- Compliance Tools
- Real-Time Notifications
- Branded Customization
- Portfolios
- Activity Center
- Advanced Version Control
What Our Customers Are Saying
See how countless businesses have found success in their industries using document management software by eFileCabinet.
"[eFile Cabinet] is the easiest solution to use!! I am very impressed with it, and now I am sorry I didn't start doing this sooner.
It is always at your fingertips and is no different than copying files to a folder on your computer! I highly recommend it!!!"
Jill W.
IT Manager
Source: Capterra1
"We use this product mostly for records management. The best features are the ability to create file templates that populate predefined files and the ability to set retention time frames for files! No more keeping track of records in Excel!"
Abel D.
Asst. County Manager/Human Resources Director
Source: Capterra1
