DT FileCabinet is a feature-rich digital document management system, designed for tax and accounting professionals.
With DT FileCabinet, you’ll enjoy:
The first step toward achieving paperless workflow is to implement an electronic document management system. Creating a paperless environment in your firm - with DT FileCabinet at the core - can impact your profitability more positively than any decision you’ve ever made. The immediate and obvious gain is time and money savings on paper, filing, printing, storage, retrieval, delivery, etc. The long-term, over-the-top value, is a more streamlined workflow.
DT FileCabinet is designed to work easily with any Windows®-based software application. With this flexibility you’ll be able to quickly, easily, and securely store and quickly access virtually
With your client documents securely stored and logically organized in DT FileCabinet, they are instantly available to staff whenever needed. And instant access to your documents means instant service to your clients.
To help your workflow run smoothly and quickly, the file structure in DT FileCabinet is structured much like paper files. This design makes it easy to keep everything organized for quick access later. Your files are easy to search and sort in a variety of ways.
DT FileCabinet makes document management an efficient, organized process, allows you to save reams of paper every year, and adds a new level of security to your client data.
With DT FileCabinet, you can:
Store all documents in organized folders. Enter the client ID for instant access to a desired client drawer. Select from the drop-down list to easily navigate between data locations. Quickly scan documents for electronic storage. Easily move back and forth between recently viewed documents. View the entire page or zoom in and out of pages. Use the drop-down list in the toolbar to quickly move between pages. Annotate documents with text, highlighting, images, or audio clips.
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