eFile Cabinet offers a simple cost effective online data storage similar to RedTail Imaging. However, one key difference is eFile Cabinet Online allows for "private key encryption" so no one at the data storage facility can view client documents. I would love to see the best in class CRM (Redtail) integrate with this best in class for security online data storage service.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Would love to see integration with efilecabinet online. This document management solution is by far the best solution for the money that I have reviewed. Many large corporations use the program and it has a huge following in the accounting community. As more accountants move into wealth management this integration would be create a compelling solution for many accountants which represents a huge market opportunity for Redtail. A very large number of accountants use the server based solution of efilecabinet but are quickly moving over to the online cloud based solution. There isn't a good CRM application that accountants use and Redtail could be the solution as they integrate financial planning software like MoneyGuide Pro. .