DT FileCabinet

DT FileCabinet Document Management Software

DT FileCabinet, Powerful Document Management Software for Accountants


DT FileCabinet is a feature-rich digital document management system, designed for tax and accounting professionals.




With its advanced technology, state-of-the-art functionality, and sophisticated features, DT FileCabinet lets you easily create a paperless environment and enjoy the countless time- and money-saving benefits of a paperless office.

With DT FileCabinet, you’ll enjoy:

  • Dramatic cost savings as a result of far less printing, handling and storing of paper
  • Organized documents and folders that mirror your current file structure
  • Easy management of your clients’ scanned documents
  • The ability to annotate documents quickly and easily including audio messages
  • Instant file access, driving firm efficiency and elevating client service

Save money and streamline your workflow



Create a paperless environment in your firm.

DT FileCabinet, Save money and streamline your workflow

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.


Store Documents Quickly, Easily, and Safely



Save Time and Provide Even Better Customer Service.

DT FileCabinet, tore Documents Quickly, Easily, and Safely

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



Access Documents Instantly



Documents securely stored with instant access.

DT FileCabinet, Access Documents Instantly

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.

 

Scan Images of Source Documents and Store Them with Related Documents



You can quickly scan images of source documents into DT FileCabinet

DT FileCabinet, Scan Images of Source Documents and Store ThemYou can scan it by placing the document on a TWAIN - compliant scanner or document feeder and clicking the Scan button in the DT FileCabinet toolbar to open your scanning software.

Intuitive Design and Easy-to-Use Folders Make Workflow Processing Simple



The file structure in is much like paper files.

DT FileCabinet, Intuitive Design and Easy-to-Use Folders

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.



Security for you and your client



A new level of security for your client.

DT FileCabinet, Security for you and your client

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:

  • Quickly and easily create backups of your files on CD, DVD, or other media
  • Move your backups off site quickly in an emergency
  • Email password-protected documents to clients in seconds
  • Keep an organized paperless trail of all document changes
  • Audit document production and placement.

AND combined with DT Client Portal, DT FileCabinet enables you to provide your client with instant, secure access to the documents you wish to provide without email.

DT FileCabinet screen

DT FileCabinet, Store all documents Store all documents in organized folders.
DT FileCabinet, Enter the client ID for instant access Enter the client ID for instant access to a desired client drawer.
DT FileCabinet, Select from the drop-down list to easily navigate Select from the drop-down list to easily navigate between data locations.
DT FileCabinet, Quickly scan documents Quickly scan documents for electronic storage.
DT FileCabinet, Easily move back and forth Easily move back and forth between recently viewed documents.
DT FileCabinet, View the entire page or zoom in and out View the entire page or zoom in and out of pages.
DT FileCabinet, Use the drop-down list in the toolbar  Use the drop-down list in the toolbar to quickly move between pages.
DT FileCabinet, Annotate documents with text Annotate documents with text, highlighting, images, or audio clips.

    Download the
    DT FileCabinet Brochure



    DT FileCabinet

     

     

     

     

     

     

     

     

     

     




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