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Document Management Solutions

Cut through paper clutter to better serve your customers
Medical Filing Solutions

Accounting Professionals

Cabinet NG's document management solution helps accounting professionals increase profit, operate more efficiently and reduce paper.

Cabinet NG provides document management solutions that streamline office procedures and make it easy to find and process information. CNG’s Shared Access Filing Environment (CNG-SAFE) provides an electronic filing system structured to handle all the documents used in your office.

With CNG, you can efficiently manage expense reports, tax documents, invoices, purchase orders, balance sheets, income statements, standard forms, contracts, phone messages, email communications and more.

Ease of use

While everyone will tell you their product is user friendly, we have hundreds of customers who will attest to this fact. Users tell us our software is easy to understand and is quickly adopted by even those who lack previous computer experience. CNG can transform manual filing processes into a digital filing environment to fit the needs of your business.

Compliance

A key concern of any business is meeting compliance mandates. With CNG, you have the tools you need to control access, enforce document retention policies and audit file activity.

CNG plays well with others

With CNG-Shared Access Filing Environment (CNG-SAFE), documents are filed electronically directly into the system in the native format of whatever application you are using. This means there is no need to create extra printing or scanning steps into your routine. The files from all your applications can be saved directly into the system’s filing environment where they can be quickly recalled and revision securely managed.

In addition to filing, storage and retrieval tasks for any windows application, Cabinet NG provides enhanced functionality with office applications such as:

CNG solutions work with in-house and custom applications
Our professional services team can supply additional integration with specialty software programs to enhance functionality for your environment and deliver custom utilities to speed the deployment of document management within your organization. Our team can deliver utilities and custom programs to synchronize customer records, link documents with existing data, and process/workflow analysis to address the specific needs of your office environment.

Security that Scales

If you are a two-person office, security is likely not a concern; however, if you are growing, you will need a solution that can scale and control access to sensitive data. CNG provides a platform that can grow with your business and extend across your entire operation.

A decision you can live with

CNG has provided document management solutions to the industry for more than 15 years. We guarantee your success and will help you every step of the way. Our experts will assist you during the installation, train your people, and provide on-going phone and internet support. When you call us, a human answers the phone and directs your call.
Your office will save time and be more efficient:

  • Find client records within seconds
  • Electronically route files and documents for further action
  • Track where files are, when they were accessed and by whom
  • Enforce security by guarding access to private files
  • Use electronic signatures or PIN codes to speed the approval processes
  • Easily back up your files to protect your records from catastrophic events

Call us today at 1-800-621-6501 to find out more about what CNG’s document management solution can do for your accounting team.

Reviews / Articles

Working the Flow
Kahn, Litwin, Renza and Co offers a wide range of services covering general accounting and audit work, tax preparation and planning, business valuations, estate planning, executive recruitment, forensic accounting, and strategic planning.
WebCPA, Paul Demery

Awesome QuickBooks Add-ons for 2007 
Each year, I survey tens if not hundreds of products from independent developers who add value to the QuickBooks community by solving hard problems faced by QuickBooks users and consultants.
The Sleeter Group, Doug Sleeter

Finding an Electronic Document Mgt. System 
Who's who among the technology vendors serving the accounting profession. Which vendors are at the head of their class?
CPA Technology Advisor

Joining QuickBooks with Document & Workflow Mgmt. 
CNG- Books was specifically developed to solve SMB's paper problem. The goal of CNG-Books is to office efficiency and provide a better means of sharing necessary document with other office staff...
Intuit Developers Network Advisory Council

Break Away From “Paper Chains” – CNG & QuickBooks 
In the course of working with our clients, we found they were facing the issues as our own firm - proper storage of paper documents, document retrieval effectiveness...
Intuit Developers Network Advisory Council, Jeffrey Siegel

Taking Your QuickBooks Clients Paperless with CNG  
Document management is likely to be to this decade what accounting software was to the 80’s. Just as QuickBooks emerged as a simple, ...
The Sleeter Group, John H. Higgins

 

Kahn, Litwin, Renza and Co., Ltd. 
Accounting & business services firm implements an automated document management & workflow solution with Cabinet NG.

 

Explore the Benefits

Document Management
Keeping track of the volumes of information you handle each day.

Workflow Management
What is Document Workflow and how can it help your Business.

Document Security
Why your Business needs to secure its documents.

"With Cabinet NG in place, KLR has found the ability to instantly share client information electronically to be an enormous productivity boost. We no longer experience paper bottlenecks as documents are routed throughout the firm.”

Peri Ann Aptaker
Director of Tax Services