Larry Boyd, Managing Principal, Wealth Advisor
Customer | 12/29/2015
eFileCabinet is an extremely easy, secure and encrypted method for financial and insurance professionals can convert to a fully paperless office. Our office has two partners, two associates and staff. We all can load, update and review our documents (applications, reports, client notes, administrative reports, etc.) from any location where we have internet access. Of course, if we are going to a location without internet access, we can download the necessary documents to our tablets or notebooks.