Welcome

eFileCabinet 2014 Desktop Training HD Vest

James Blaylock, CPA, CITPPaul ConterioCorporate Presenter Trainer

eFileCabinet

August 28, 20142:00 PM MDT

Participants are muted. Ask Questions using the control panel

Administrative Items

Type your questions here!

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Based in Lehi, Utah Over 123,000 users

Since 2001

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How eFileCabinet and SecureDrawer offer easy integration

InsuranceTax Clients Businesses

Cabinets

Folders

Documents

Drawers

AccountingTax Clients IndividualsPersonalProperty

Adams, TomBarton, CraigBringhurst, Scott

Human ResourcesInvestment Files

Cook, MattCratchit, BobJensen, SteveMartin, MarySantoro, JosephTaylor, Paula

2012IRS CorrespondenceCorrespondence

20132014

Subfolders

Tax ReturnsSource DocumentsSS Card

SS Card2014

Taylor, PaulaCabinets

Folders

Documents

Drawers

Subfolders

Paula Taylor SS #Search

Tax Clients Individuals

SS CardPermanent

Taylor, Paula

Human Resources

Cabinets

Folders

Documents

Drawers

Subfolders

Paula Taylor SS #

Folders

Documents

Drawers

You Can Search by Name!You Can Search by Profile!

You Can Search by Indexing & OCR!

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Mary Martin is Vice President of Human

Resources & Accounting

Mary because of her role in the company has access to

both employee medical and financial records

The Benefit folders contain employee personal health

information (PHI)

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Bob Cratchit is Director of Accounting and reports to

Mary Martin

Bob does not have access to the benefits folders containing employee

personal health information

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BobDirector

MaryVice President