CPAacademy.org | DOCUMENT MANAGEMENT SOFTWARE & MOBILE APP: DEMO

Content Provider

DOCUMENT MANAGEMENT SOFTWARE & MOBILE APP: DEMO

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Other

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Other

Course Description

See why eFileCabinet is the most popular Document Management Software for Accountants.

Join our webinar presentation for a full demonstration of eFileCabinet. During the presentation you will see why your office can’t afford to waste another day pushing paper.

Learn about eFileCabinet’s exciting features such as:

Simple to use, easy to learn user interface
• Similar to physical filing cabinets with drawers and folders.
• Look and feel similar to Microsoft Office products. Platform Choices
• Online (access through the internet)
• Desktop (access by having the software in house on your server/computer)
How to STORE
• Store button
• Drag & Drop Functionality
• Scan
• Print to eFC
• Microsoft and other leading software programs integration
• Zonal OCR
• Retention and Audit Controls
How to SEARCH
• Search
• Version Control of Files
• View, Comments, Alerts, and Retention, and Permissions properties.
• Security and Compliance for the modern office
How to SHARE
• Securely Email
• Web Portals to send Large Confidential Files Securely
• Digital Signatures to Increase Workflow
Mobile App
• Access securely from any where on any smart device
• Conduct business from the plane, beach or train
• Woo your customers with lightning fast service, accurate transactions and quality of service

Paul Conterio

eFileCabinet, Inc.
Trainer
pconterio@efilecabinet.com
801 841-3213

Paul started with eFileCabinet in June of 2007 and presently serves as the principle software trainer. He produces training and promotional videos, and hosts many eFileCabinet webinars.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

For the very best in document management software and paperless office solutions, the choice is eFileCabinet. With more than fourteen years of experience in offering paperless office software, eFileCabinet is a leading electronic office file management company that specializes in increasing profitability for businesses that spend too much time managing paper in their offices.