Endless documents in endless files

If you run an accounting office, you know the importance of paperwork, and are likely to be faced with volumes of documents way beyond what other types of operations have to deal with. You’ve probably already attempted to put in systems which help streamline the workflow on all that paper, because without a reliable way to filing, securing, accessing, linking, and distributing that paper trail, you’d have unhappy clients, and possibly legal issues.

Of course, there are still some CPA firms that are paper-based, and those are looking at ever-increasing staff costs to manage all that information, let alone square footage (and access time) costs for maintaining those files either on-site or in remote storage. These face not only those challenges, but are frequently unable to answer questions for their clients, because that form from a decade ago is in a cabinet or file box in a storage facility across town.

Regulatory laws such as Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley sections 302 and 404 for public companies, IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342 further complicate matters, as keeping up manually with their requirements creates an additional burden of time and other costs.

No wonder so many accounting firms have been leading the way into using electronic document management solutions.

How we can help

Cube Innovators offers an extraordinarily robust and flexible document management solution, which scales from the small street-front office’s needs all the way up to the requirements of the major accounting corporations. It works with your existing 3rd party systems and technology via an accommodating API that enables documents to flow smoothly into your central database. Additionally, it is easy to install and to learn, and is compatible with over 400 file types, and allows access to these without having to have the source program installed on the user’s system.

Your client’s data is protected by 128-bit encryption, and individual document access can be defined down to the page level, yet it’s also extremely accessible via a web interface, which allows you full search and retrieval from client offices, or other remote locations.