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Available as installed software or in the cloud, SAFE document management software makes it easy for organizations to streamline operations, increase security, improve compliance, use physical space more efficiently and reduce their carbon footprint – all while saving significant amounts of money.Learn More Watch Video
Need on-premise document management software for a single office? SAFE has you covered. Need to use the cloud to share documents between multiple locations? No problem. Remote access on laptops, netbooks and tablets? With SAFE, it’s easy.
Want to learn more about deploying a paperless system that’s more functional than home document management software, open source personal document management software or PaperPort, and far easier than SharePoint? Download our new eBook, “No More Papercuts: The Common-Sense Guide to Implementing Your Paperless Office Strategy.” It features more than 30 pages of actionable information from our experts – and it’s free!Get Your Free eBook
Today, just over two years after implementing SAFE, Trisura is reaping the benefits each and every day.
Cabinet fixed that by providing a safe, secure, and fully compliant method for housing and retrieving mission-critical documents.
SAFE changed that, saving hundreds of hours per year and keying a threefold increase in revenue.
The Cabinet SAFE document management system lets you access – and use – mission-critical information any time, anywhere, on any device. Whether you’re working on a PC at your office, a laptop at home or an iPad® in the airport, SAFE has you covered.
SAFE lets you gather accounts payable and accounts receivable documentation from any source, store it in a standardized, legible, accessible and organized digital form, then enter it into QuickBooks with minimal manual data entry and a full audit trail. Errors and time spent accounting go down … efficiency goes up.Read the White Paper Schedule a Demo
Developed by the top minds in the paperless document management industry, ADVANCED CAPTURE is a powerful, user-friendly system designed to streamline high-volume, high-speed batch importation of documents into our document management software.
It’s the ideal solution for document scanning, document indexing, electronic document importation, data extraction and accounts payable/accounts receivable automation.Learn More Schedule a Demo
Using SHARE is simple: SAFE users and outside contacts can each upload paperless documents to a password-protected SHARE account, from which either can access and manage the files via a standard web browser. Uploads and email notifications are instant, and there is no additional software to install.
With SHARE, it’s possible for attorneys to securely share case matter, financial advisors to send statements confidentially, bookkeepers and clients to share vendor bills and customer invoices and accountants to post completed tax forms for immediate review. The possibilities for secure paperless document sharing are limitless.Learn More Schedule a Demo
Walking into that half empty room formerly full of paper filled filing cabinets gives me a huge sense of satisfaction and demonstrates in a tangible way to everyone how much value Cabinet adds to JFS Wealth Advisors.