FREE WEBINAR

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Date: July 28th Time: 10:00am MT

OVERCOME OUTDATED ACCOUNTING PRACTICES FOR BETTER CUSTOMER OUTCOMES

Client retention is everything to your firm.

Meet Our Hosts

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David Gaisford, Senior Solutions Engineer
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Jessica Louizia, Marketing Manager

Download eBook

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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



Automation and digital transformation with Revver isn’t about removing humans from the process, but about freeing them from the redundant tasks to focus on more important aspects of business operations such as fulfilling clients' needs.

Where Does Revver Help?


No more manual data entry! Revver extracts data from your documents for quick retrieval. If you’re a creature of strict organization (and what CPA firm isn’t?) Revver has the capability to automate the data entry process, all while keeping files organized and easily retrievable.


Revver will:

  1. Simplify data collection with form fill and file request tools
  2. Immediately find the files you’re looking for with intelligent search tools
  3. Establish automated workflows

Revver simplifies the client management aspects of accounting, while providing tools for streamlining document-driven accounting tasks.


If you’re ready to discover more about how you can transform your accounting firm and work smarter with automation, check out our eBook.


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ACCOUNTING SERVICES THAT BENEFIT FROM AUTOMATION:

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Financial Statement Preparation

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Payroll

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Cash Flow Projections

The Best Document Management Software Solution

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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.

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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.

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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.

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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.

The Best Document Management Software Solution

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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.

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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.

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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.

icon1

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.

icon1

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.

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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.

SUCCESSFUL ACCOUNTING LEADERS DON’T:

Let mistakes like human error cause setbacks that hurt clients and the firm.

HOW?

With accounting automation, businesses can completely avoid instances of human error.

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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

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THE DIGITAL TRANSFORMATION JOURNEY IN ACCOUNTING FIRMS:



When it comes to efficiently delivering services to your clients, any errors that result in disruptions to your services will negatively impact your customer retention.


In this eBook, you’ll discover how you can have a greater impact across your organization by avoiding error and implementing accounting automation.


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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

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"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

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"[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