Web-based CyberCabinet is both a client portal and a practical document management system for small to mid-size firms. It does a lot more than just eliminating paper in your office. As a client portal, it offers your clients the convenience of accessing their finished documents.
A document management system and client document portal, all in one.
A strong document management strategy is critical for your firm. How efficiently your firm operates depends largely on developing a
streamlined process for receiving source documents when you need them, utilizing those documents to do your work, and then distributing finished documents and reports to your clients. And of course, you need to store these documents securely for quick retrieval.
CyberCabinet performs all these functions so easily that it has become an indispensable tool for any accounting firm looking to make its operation smoother and more efficient.
What makes the cloud-based CyberCabinet unique is that it's a document management system for your firm that effortlessly lets you create client portals for securely sharing documents with your clients. In the client folder, simply mark the documents you want to give client access. When clients log in, those are the only documents they'll see. This makes the entire process of managing and sharing documents seamless and inexpensive.
No matter what solutions you use for tax, accounting, and payroll, CyberCabinet makes document handling simpler and more efficient. If you use our Accounting Relief, Payroll Relief, and After-the-Fact-Payroll, CyberCabinet streamlines your workflow in ways you might have not thought possible.
CyberCabinet lets you:
- Archive scanned documents, e-mails, and finished documents in electronic format
- Share documents with your clients without mailing, printing, or faxing
- Offer better security than email
- Send and receive files of virtually any size, quickly and easily
- Protect documents from natural disasters by storing them securely offsite
And it's easier than you can imagine to transfer documents from your computer to CyberCabinet. With our exclusive "CyberDrop" feature, you simply drag and drop any documents – tax returns, financials, payroll forms, or reports - into a CyberCabinet local folder on your PC. These documents are then automatically uploaded behind the scenes from your hard drive to CyberCabinet, without your even having to log in.