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So if you save time, you save money. etfile doesn’t even stop there: we also help you save space. Valuable office space.
All sorts of federal and state regulations force you to keep all sorts of business and client records for years. The electronic, secure file back-ups of
etfile's document management system take up dramatically
less space than traditional paper archival systems and will help you with
legal (e-discovery) implications or the need to be compliant with requirements
of HIPAA, PIPEDA and the SEC
etfile's document management solution integrates with your current financial management software and helps you service clients faster. When they call with an inquiry, retrieve and send them the information they need straight from your desktop – by e-mail or fax – without having to say “I’ll call you back later.” No wasting anybody’s time
or money.
etfile enables you to:
- Quickly attach any document to a client file
- Automatically add descriptions to each file
- Instantly retrieve and view any file from any computer
- Print, fax or e-mail any document
- Receive or retrieve scanned documents in a central location from remote sites
- Retrieve any document by keyword, file name, date or description
- Assure file security with our exclusive Audit Trail feature
- Provide secure back-up without taking up office space
- Integrate with existing database programs through Ai Sync™
- Have built-in disaster recovery
- Improve customer response time
Take a look at our
success stories
section, where you will find customer testimonials and case
studies from our clients. Here is a sample from one of our
clients:
“We have been using etfile for less
than a month, this software has already proven to me that we
have greatly increased our workflow processing speed and
moved our customer service to a higher level. We couldn't be
any happier. In addition, with etfile we were able to
protect over 20 gig's of stored documents in less than one
day".
Roy Finkleman - The Egis Group - Providence, RI
Contact us to see how etfile can help you improve your
processes, protect your documents and data and
comply with regulatory standards.
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