“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.”
CPA Paperless Software
The SAFE CPA paperless software solution is engineered to help accounting firms streamline office procedures, meet compliance requirements and integrate directly with QuickBooks.
Whether hosted on internal servers or in a secure, private cloud, SAFE CPA paperless software is ideal for accounting professionals. SAFE is structured to handle all the documents used in your office, whether they are scanned from paper or created electronically. With SAFE, you can dramatically improve both your filing and retrieval efficiency which provides greater productivity for you and your staff.
SAFE CPA paperless software is dramatically more efficient, secure and sustainable than legacy filing systems. But that doesn’t mean its implementation comes with a steep learning curve and an initial drain on production. At Cabinet, we only deploy our software after an in-depth discovery process, allowing us to customize SAFE to your existing business practices and rules. The result is an efficient, fully digital version of your organization’s workflows, working hard from Day 1 to create maximum efficiency — and ROI — with minimal ramp-up time and disturbance.
CPA paperless software provides robust integration tools
SAFE CPA paperless software supports the native document format of many existing applications, consolidating data into one organized and secure networked accessible system. In addition to basic filing, storage and retrieval, the document management solution provides extended integration with popular applications, such as:
- Intuit QuickBooks
- Microsoft Outlook
- Sage ACT!
Cabinet’s robust suite of integration tools and optional modules makes custom integration and data sharing a matter of simple configuration, rather than a lengthy coding process.
SAFE: CPA paperless software for accounting professionals
Cabinet has provided document management solutions to the industry for more than 10 years. We guarantee your success and will help you every step of the way. Our experts will assist you during the installation, train your people, and provide on-going phone and internet support. When you call us, a human answers the phone and directs your call.
With SAFE CPA paperless software, you can:
- Find client records within seconds
- Electronically route files and documents for further action
- Track where files are, when they were accessed and by whom
- Enforce security by guarding access to private files
- Use electronic signatures or PIN codes to speed the approval processes
- Easily back up your files to protect your records from catastrophic events