File Cabinet
CPA Web Books uses a secure, virtual file cabinet to store your important documents. This allows you the flexibility to access your files when you need them..
Sending and Sorting
- Upload, scan, fax or mail documents to CPA Web Books for filing
- Our software splits batch documents into individual images for quick sorting and organizing
Storage
CPA Web Books LLC stores digitally scanned images of source documents, including:
- Invoices, bank reconciliations, loan documents and payroll reports
- Tax Returns
- PDFs, Word and Excel Files
- In effect, any files to which multiple parties need access
Organization
We follow the same file organization used in a physical file cabinet
- Operates in the Windows Explorer file structure
- Invoices are filed by Vendor, by year
- Flexibility to suit each client’s needs
Easy, Secure Access
Files are easily accessible via our secure web portal
- Login through your Internet Explorer web browser
- Enter your user name and password to get access to your files
- Retrieve actual files our bookkeepers work from
- Upload and download documents yourself
- View PDFs with Adobe Acrobat Reader
SSL Certification
We maintain an SSL Certificate with Network Solutions in order to provide a verified, trusted website using Secured Socket Layer technology (https:) for access to our Online File Cabinet (128 bit encryption).
Document Retention
Our virtual file cabinet enables us to digitally store your important originals
- Allows you to keep necessary documents for the required time without taking up valuable office or storage space
- Digital retention protects against fire and flood loss
- We backup your entire digital library on DVD